D.L. Carlson Investment Group’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
Q2 | $2.17M | Buy |
|
|||||
|
2025
Q1 | $2.09M | Sell |
|
|||||
|
2024
Q4 | $1.92M | Sell |
|
|||||
|
2024
Q3 | $2.11M | Buy |
|
|||||
|
2024
Q2 | $1.77M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Sell |
|
|||||
|
2023
Q4 | $1.01M | Sell |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $2.77M | Buy |
|
|||||
|
2023
Q1 | $2.66M | Sell |
|
|||||
|
2022
Q4 | $3.16M | Sell |
|
|||||
|
2022
Q3 | $3.2M | Buy |
|
|||||
|
2022
Q2 | $3.33M | Buy |
|
|||||
|
2022
Q1 | $3.29M | Buy |
|
|||||
|
2021
Q4 | $3.1M | Buy |
|
|||||
|
2021
Q3 | $2.79M | Buy |
|
|||||
|
2021
Q2 | $2.69M | Buy |
|
|||||
|
2021
Q1 | $2.73M | Buy |
|