Duncker Streett & Co’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 | $424K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $640K | Buy |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $729K | Buy |
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|
2019
Q2 | $651K | Buy |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $513K | Sell |
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|
2018
Q3 | $534K | Sell |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $634K | Sell |
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|
2017
Q3 | $673K | Sell |
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|
2017
Q2 | $683K | Sell |
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|
2017
Q1 | $803K | Buy |
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|
2016
Q4 | $736K | Buy |
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|
2016
Q3 | $723K | Sell |
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|
2016
Q2 | $785K | Buy |
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|
2016
Q1 | $743K | Buy |
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|
2015
Q4 | $581K | Buy |
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|
2015
Q3 | $449K | Hold |
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|
2015
Q2 | $421K | Buy |
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|
2015
Q1 | $433K | Sell |
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|
2014
Q4 | $486K | Sell |
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|
2014
Q3 | $440K | Sell |
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|
2014
Q2 | $504K | Sell |
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|
2014
Q1 | $496K | Sell |
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|
2013
Q4 | $479K | Buy |
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|
2013
Q3 | $394K | Hold |
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|
2013
Q2 | $423K | Buy |
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