Empirical Finance’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 | $3.47M | Buy |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $3.37M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $2.07M | Buy |
|
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.48M | Buy |
|
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $652K | Hold |
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|
2020
Q4 | $652K | Buy |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $241K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $20K | Buy |
|