CA
CSM Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,526
| Closed | -$351K | – | 134 |
|
|
2024
Q2 | $351K | Sell |
4,526
-100
| -2% | -$7.76K | 0.02% | 116 |
|
|
2024
Q1 | $332K | Sell |
4,626
-1,100
| -19% | -$78.9K | 0.02% | 125 |
|
|
2023
Q4 | $402K | Sell |
5,726
-500
| -8% | -$35.1K | 0.03% | 127 |
|
|
2023
Q3 | $403K | Sell |
6,226
-1,100
| -15% | -$71.2K | 0.04% | 121 |
|
|
2023
Q2 | $515K | Sell |
7,326
-1,200
| -14% | -$84.4K | 0.04% | 125 |
|
|
2023
Q1 | $593K | Hold |
8,526
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $609K | Hold |
8,526
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $580K | Hold |
8,526
| – | – | 0.06% | 107 |
|
|
2022
Q2 | $608K | Hold |
8,526
| – | – | 0.06% | 98 |
|
|
2022
Q1 | $618K | Hold |
8,526
| – | – | 0.04% | 103 |
|
|
2021
Q4 | $585K | Hold |
8,526
| – | – | 0.04% | 127 |
|
|
2021
Q3 | $528K | Hold |
8,526
| – | – | 0.04% | 125 |
|
|
2021
Q2 | $516K | Buy |
+8,526
| New | +$516K | 0.03% | 131 |
|