Essex Financial Services’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 | $3.6M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $2.46M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.37M | Buy |
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|
2022
Q2 | $2.45M | Sell |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $1.79M | Hold |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $949K | Buy |
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|
2020
Q1 | $980K | Sell |
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|
2019
Q4 | $1.19M | Hold |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $855K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.34M | Sell |
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|
2017
Q2 | $2.37M | Sell |
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|
2017
Q1 | $2.69M | Sell |
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|
2016
Q4 | $2.8M | Sell |
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|
2016
Q3 | $2.96M | Buy |
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|
2016
Q2 | $3.08M | Sell |
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|
2016
Q1 | $3.07M | Sell |
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|
2015
Q4 | $2.85M | Sell |
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|
2015
Q3 | $2.76M | Buy |
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|
2015
Q2 | $2.51M | Sell |
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|
2015
Q1 | $2.67M | Sell |
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|
2014
Q4 | $3.12M | Buy |
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|
2014
Q3 | $1.77M | Sell |
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|
2014
Q2 | $1.86M | Sell |
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|
2014
Q1 | $2.04M | Sell |
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|
2013
Q4 | $1.96M | Sell |
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|
2013
Q3 | $2.22K | Sell |
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|
2013
Q2 | $2.78M | Buy |
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