CI
CX Institutional’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
8,377
+268
| +3% | +$24.6K | 0.03% | 307 |
|
|
2025
Q1 | $746K | Buy |
8,109
+634
| +8% | +$58.3K | 0.03% | 310 |
|
|
2024
Q4 | $615K | Buy |
7,475
+1,050
| +16% | +$86.4K | 0.02% | 314 |
|
|
2024
Q3 | $579K | Buy |
6,425
+70
| +1% | +$6.31K | 0.03% | 348 |
|
|
2024
Q2 | $493K | Buy |
6,355
+176
| +3% | +$13.7K | 0.02% | 372 |
|
|
2024
Q1 | $443K | Sell |
6,179
-191
| -3% | -$13.7K | 0.02% | 378 |
|
|
2023
Q4 | $447K | Sell |
6,370
-727
| -10% | -$51K | 0.02% | 339 |
|
|
2023
Q3 | $459K | Sell |
7,097
-107
| -1% | -$6.93K | 0.03% | 341 |
|
|
2023
Q2 | $506K | Buy |
7,204
+241
| +3% | +$16.9K | 0.03% | 346 |
|
|
2023
Q1 | $481K | Buy |
6,963
+821
| +13% | +$56.8K | 0.03% | 349 |
|
|
2022
Q4 | $439K | Buy |
6,142
+2,823
| +85% | +$202K | 0.03% | 384 |
|
|
2022
Q3 | $226K | Sell |
3,319
-105
| -3% | -$7.15K | 0.02% | 434 |
|
|
2022
Q2 | $244K | Buy |
3,424
+552
| +19% | +$39.3K | 0.02% | 407 |
|
|
2022
Q1 | $208K | Buy |
+2,872
| New | +$208K | 0.02% | 354 |
|
|
2021
Q4 | – | Sell |
-2,420
| Closed | -$150K | – | 815 |
|
|
2021
Q3 | $150K | Buy |
2,420
+530
| +28% | +$32.9K | 0.01% | 388 |
|
|
2021
Q2 | $114K | Buy |
1,890
+215
| +13% | +$13K | 0.01% | 421 |
|
|
2021
Q1 | $104K | Buy |
1,675
+192
| +13% | +$11.9K | 0.01% | 376 |
|
|
2020
Q4 | $91K | Sell |
1,483
-1,346
| -48% | -$82.6K | 0.01% | 377 |
|
|
2020
Q3 | $153K | Sell |
2,829
-29,249
| -91% | -$1.58M | 0.02% | 277 |
|
|
2020
Q2 | $1.67M | Buy |
32,078
+8,015
| +33% | +$418K | 0.22% | 125 |
|
|
2020
Q1 | $1.3M | Buy |
24,063
+23,665
| +5,946% | +$1.28M | 0.21% | 120 |
|
|
2019
Q4 | $25K | Sell |
398
-46
| -10% | -$2.89K | ﹤0.01% | 329 |
|
|
2019
Q3 | $27K | Buy |
444
+22
| +5% | +$1.34K | ﹤0.01% | 346 |
|
|
2019
Q2 | $23K | Sell |
422
-3,060
| -88% | -$167K | ﹤0.01% | 394 |
|
|
2019
Q1 | $180K | Buy |
+3,482
| New | +$180K | 0.03% | 218 |
|
|
2018
Q3 | – | Sell |
-127
| Closed | -$6K | – | 355 |
|
|
2018
Q2 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 258 |
|