Ellis Investment Partners’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 | $350K | Sell |
|
|||||
|
2025
Q2 | $343K | Buy |
|
|||||
|
2025
Q1 | $342K | Buy |
|
|||||
|
2024
Q4 | $304K | Sell |
|
|||||
|
2024
Q3 | $351K | Buy |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $218K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $216K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $201K | Buy |
|
|||||
|
2022
Q3 | $190K | Buy |
|
|||||
|
2022
Q2 | $198K | Buy |
|
|||||
|
2022
Q1 | $200K | Buy |
|
|||||
|
2021
Q4 | $188K | Buy |
|
|||||
|
2021
Q3 | $47K | Hold |
|
|||||
|
2021
Q2 | $46K | Hold |
|
|||||
|
2021
Q1 | $48K | Hold |
|
|||||
|
2020
Q4 | $47K | Hold |
|
|||||
|
2020
Q3 | $41K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $38K | Sell |
|
|||||
|
2019
Q4 | $54K | Hold |
|
|||||
|
2019
Q3 | $53K | Hold |
|
|||||
|
2019
Q2 | $47K | Buy |
|