CAG
Csenge Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
53,376
-358
| -0.7% | -$32.2K | 0.25% | 80 |
|
|
2025
Q1 | $4.93M | Sell |
53,734
-3,167
| -6% | -$291K | 0.28% | 69 |
|
|
2024
Q4 | $4.68M | Buy |
56,901
+29
| +0.1% | +$2.39K | 0.25% | 78 |
|
|
2024
Q3 | $5.06M | Buy |
56,872
+8,427
| +17% | +$750K | 0.26% | 79 |
|
|
2024
Q2 | $3.76M | Buy |
48,445
+3,771
| +8% | +$293K | 0.21% | 92 |
|
|
2024
Q1 | $3.2M | Sell |
44,674
-664
| -1% | -$47.6K | 0.18% | 107 |
|
|
2023
Q4 | $3.18M | Sell |
45,338
-925
| -2% | -$64.9K | 0.2% | 94 |
|
|
2023
Q3 | $2.99M | Buy |
46,263
+335
| +0.7% | +$21.7K | 0.2% | 91 |
|
|
2023
Q2 | $3.23M | Buy |
45,928
+916
| +2% | +$64.4K | 0.22% | 87 |
|
|
2023
Q1 | $3.13M | Sell |
45,012
-3,442
| -7% | -$239K | 0.23% | 88 |
|
|
2022
Q4 | $3.46M | Sell |
48,454
-1,465
| -3% | -$105K | 0.27% | 74 |
|
|
2022
Q3 | $3.39M | Buy |
49,919
+4,053
| +9% | +$276K | 0.28% | 73 |
|
|
2022
Q2 | $3.27M | Buy |
45,866
+5,256
| +13% | +$375K | 0.27% | 76 |
|
|
2022
Q1 | $2.95M | Sell |
40,610
-527
| -1% | -$38.2K | 0.23% | 78 |
|
|
2021
Q4 | $2.53M | Sell |
41,137
-928
| -2% | -$57.1K | 0.23% | 86 |
|
|
2021
Q3 | $2.6M | Buy |
42,065
+928
| +2% | +$57.3K | 0.22% | 87 |
|
|
2021
Q2 | $2.53M | Buy |
41,137
+3,077
| +8% | +$189K | 0.22% | 86 |
|
|
2021
Q1 | $2.39M | Sell |
38,060
-32,037
| -46% | -$2.01M | 0.24% | 77 |
|
|
2020
Q4 | $4.31M | Buy |
70,097
+20,171
| +40% | +$1.24M | 0.51% | 39 |
|
|
2020
Q3 | $2.89M | Sell |
49,926
-1,373
| -3% | -$79.4K | 0.4% | 53 |
|
|
2020
Q2 | $2.66M | Buy |
51,299
+35,263
| +220% | +$1.83M | 0.38% | 55 |
|
|
2020
Q1 | $868K | Sell |
16,036
-209
| -1% | -$11.3K | 0.23% | 95 |
|
|
2019
Q4 | $1.04M | Sell |
16,245
-16
| -0.1% | -$1.02K | 0.26% | 82 |
|
|
2019
Q3 | $1.01M | Buy |
16,261
+10,298
| +173% | +$636K | 0.28% | 73 |
|
|
2019
Q2 | $329K | Buy |
+5,963
| New | +$329K | 0.11% | 141 |
|
|
2018
Q4 | – | Sell |
-1,367
| Closed | -$64K | – | 1290 |
|
|
2018
Q3 | $64K | Sell |
1,367
-3,692
| -73% | -$173K | 0.02% | 271 |
|
|
2018
Q2 | $235K | Buy |
5,059
+246
| +5% | +$11.4K | 0.09% | 213 |
|
|
2018
Q1 | $215K | Sell |
4,813
-1,079
| -18% | -$48.2K | 0.07% | 249 |
|
|
2017
Q4 | $283K | Buy |
5,892
+217
| +4% | +$10.4K | 0.1% | 181 |
|
|
2017
Q3 | $279K | Buy |
+5,675
| New | +$279K | 0.11% | 179 |
|