Donaldson Capital Management’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 | $53.4M | Buy |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $41.5M | Buy |
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|
2023
Q1 | $38.6M | Buy |
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|
2022
Q4 | $34.3M | Sell |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $15.5M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $33.3M | Buy |
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|
2020
Q3 | $22.2M | Sell |
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|
2020
Q2 | $21.3M | Buy |
|
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|
2020
Q1 | $20.5M | Buy |
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|
2019
Q4 | $705K | Buy |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $420K | Buy |
|
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $443K | Buy |
|
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|
2017
Q3 | $449K | Sell |
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|
2017
Q2 | $484K | Sell |
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|
2017
Q1 | $579K | Buy |
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|
2016
Q4 | $554K | Buy |
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|
2016
Q3 | $577K | Sell |
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|
2016
Q2 | $612K | Buy |
|
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|
2016
Q1 | $571K | Sell |
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|
2015
Q4 | $580K | Sell |
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|
2015
Q3 | $566K | Buy |
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|
2015
Q2 | $522K | Buy |
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|
2015
Q1 | $518K | Sell |
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|
2014
Q4 | $618K | Sell |
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|
2014
Q3 | $583K | Sell |
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|
2014
Q2 | $841K | Buy |
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|
2014
Q1 | $715K | Sell |
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|
2013
Q4 | $842K | Sell |
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|
2013
Q3 | $914K | Sell |
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|
2013
Q2 | $1.04M | Buy |
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