D.J. St. Germain’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $888K | Sell |
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|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $338K | Buy |
|
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $314K | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $299K | Sell |
|
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $329K | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $378K | Sell |
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|
2017
Q4 | $466K | Buy |
|
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|
2017
Q3 | $435K | Sell |
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|
2017
Q2 | $433K | Buy |
|
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|
2017
Q1 | $407K | Hold |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $430K | Sell |
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|
2016
Q2 | $473K | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $466K | Buy |
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|
2015
Q3 | $386K | Hold |
|
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|
2015
Q2 | $362K | Buy |
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|
2015
Q1 | $322K | Sell |
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|
2014
Q4 | $366K | Buy |
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|
2014
Q3 | $314K | Sell |
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|
2014
Q2 | $352K | Sell |
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|
2014
Q1 | $2.23M | Sell |
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|
2013
Q4 | $2.11M | Buy |
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|
2013
Q3 | $2.1M | Buy |
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|
2013
Q2 | $215K | Buy |
|