Court Place Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Hold |
8,777
| – | – | 0.25% | 73 |
|
|
2025
Q1 | $807K | Sell |
8,777
-223
| -2% | -$20.5K | 0.27% | 73 |
|
|
2024
Q4 | $741K | Sell |
9,000
-1,279
| -12% | -$105K | 0.24% | 77 |
|
|
2024
Q3 | $927K | Sell |
10,279
-500
| -5% | -$45.1K | 0.27% | 76 |
|
|
2024
Q2 | $836K | Buy |
10,779
+500
| +5% | +$38.8K | 0.26% | 76 |
|
|
2024
Q1 | $737K | Sell |
10,279
-500
| -5% | -$35.9K | 0.24% | 80 |
|
|
2023
Q4 | $756K | Sell |
10,779
-373
| -3% | -$26.2K | 0.25% | 81 |
|
|
2023
Q3 | $722K | Hold |
11,152
| – | – | 0.26% | 82 |
|
|
2023
Q2 | $783K | Sell |
11,152
-400
| -3% | -$28.1K | 0.27% | 74 |
|
|
2023
Q1 | $804K | Sell |
11,552
-1,200
| -9% | -$83.5K | 0.29% | 77 |
|
|
2022
Q4 | $911K | Sell |
12,752
-432
| -3% | -$30.8K | 0.33% | 75 |
|
|
2022
Q3 | $896K | Sell |
13,184
-150
| -1% | -$10.2K | 0.36% | 69 |
|
|
2022
Q2 | $951K | Buy |
13,334
+232
| +2% | +$16.5K | 0.36% | 71 |
|
|
2022
Q1 | $950K | Sell |
13,102
-200
| -2% | -$14.5K | 0.31% | 77 |
|
|
2021
Q4 | $912K | Sell |
13,302
-500
| -4% | -$34.3K | 0.25% | 85 |
|
|
2021
Q3 | $855K | Sell |
13,802
-800
| -5% | -$49.6K | 0.25% | 85 |
|
|
2021
Q2 | $884K | Sell |
14,602
-200
| -1% | -$12.1K | 0.26% | 86 |
|
|
2021
Q1 | $920K | Sell |
14,802
-150
| -1% | -$9.32K | 0.29% | 81 |
|
|
2020
Q4 | $918K | Sell |
14,952
-300
| -2% | -$18.4K | 0.31% | 79 |
|
|
2020
Q3 | $827K | Sell |
15,252
-100
| -0.7% | -$5.42K | 0.31% | 77 |
|
|
2020
Q2 | $796K | Hold |
15,352
| – | – | 0.31% | 74 |
|
|
2020
Q1 | $831K | Buy |
15,352
+100
| +0.7% | +$5.41K | 0.37% | 69 |
|
|
2019
Q4 | $972K | Sell |
15,252
-100
| -0.7% | -$6.37K | 0.35% | 73 |
|
|
2019
Q3 | $948K | Sell |
15,352
-562
| -4% | -$34.7K | 0.37% | 69 |
|
|
2019
Q2 | $880K | Sell |
15,914
-1,050
| -6% | -$58.1K | 0.35% | 72 |
|
|
2019
Q1 | $877K | Buy |
16,964
+2
| +0% | +$103 | 0.35% | 69 |
|
|
2018
Q4 | $745K | Buy |
16,962
+301
| +2% | +$13.2K | 0.34% | 71 |
|
|
2018
Q3 | $726K | Buy |
16,661
+51
| +0.3% | +$2.22K | 0.28% | 84 |
|
|
2018
Q2 | $769K | Sell |
16,610
-1,198
| -7% | -$55.5K | 0.32% | 71 |
|
|
2018
Q1 | $795K | Buy |
17,808
+652
| +4% | +$29.1K | 0.33% | 70 |
|
|
2017
Q4 | $825K | Buy |
17,156
+5
| +0% | +$240 | 0.34% | 70 |
|
|
2017
Q3 | $843K | Buy |
17,151
+456
| +3% | +$22.4K | 0.38% | 67 |
|
|
2017
Q2 | $799K | Sell |
16,695
-395
| -2% | -$18.9K | 0.38% | 67 |
|
|
2017
Q1 | $851K | Buy |
17,090
+262
| +2% | +$13K | 0.42% | 64 |
|
|
2016
Q4 | $828K | Buy |
16,828
+6,475
| +63% | +$319K | 0.43% | 61 |
|
|
2016
Q3 | $531K | Buy |
10,353
+873
| +9% | +$44.8K | 0.3% | 78 |
|
|
2016
Q2 | $508K | Hold |
9,480
| – | – | 0.29% | 78 |
|
|
2016
Q1 | $490K | Sell |
9,480
-300
| -3% | -$15.5K | 0.3% | 74 |
|
|
2015
Q4 | $458K | Sell |
9,780
-400
| -4% | -$18.7K | 0.29% | 72 |
|
|
2015
Q3 | $455K | Hold |
10,180
| – | – | 0.31% | 74 |
|
|
2015
Q2 | $427K | Sell |
10,180
-200
| -2% | -$8.39K | 0.27% | 83 |
|
|
2015
Q1 | $460K | Hold |
10,380
| – | – | 0.29% | 82 |
|
|
2014
Q4 | $510K | Buy |
10,380
+30
| +0.3% | +$1.47K | 0.33% | 72 |
|
|
2014
Q3 | $452K | Hold |
10,350
| – | – | 0.31% | 72 |
|
|
2014
Q2 | $470K | Buy |
10,350
+600
| +6% | +$27.2K | 0.33% | 73 |
|
|
2014
Q1 | $428K | Hold |
9,750
| – | – | 0.31% | 73 |
|
|
2013
Q4 | $401K | Buy |
+9,750
| New | +$401K | 0.31% | 72 |
|