Essex Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
2,391
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $220K | Sell |
2,391
-9
| -0.4% | -$828 | 0.05% | 178 |
|
|
2024
Q4 | $198K | Hold |
2,400
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $216K | Hold |
2,400
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $186K | Hold |
2,400
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $172K | Hold |
2,400
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $168K | Hold |
2,400
| – | – | 0.03% | 220 |
|
|
2023
Q3 | $155K | Hold |
2,400
| – | – | 0.03% | 276 |
|
|
2023
Q2 | $169K | Hold |
2,400
| – | – | 0.02% | 285 |
|
|
2023
Q1 | $167K | Hold |
2,400
| – | – | 0.02% | 281 |
|
|
2022
Q4 | $171K | Hold |
2,400
| – | – | 0.03% | 279 |
|
|
2022
Q3 | $163K | Hold |
2,400
| – | – | 0.03% | 283 |
|
|
2022
Q2 | $171K | Hold |
2,400
| – | – | 0.03% | 293 |
|
|
2022
Q1 | $174K | Hold |
2,400
| – | – | 0.02% | 305 |
|
|
2021
Q4 | $165K | Hold |
2,400
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $149K | Hold |
2,400
| – | – | 0.02% | 327 |
|
|
2021
Q2 | $145K | Hold |
2,400
| – | – | 0.02% | 329 |
|
|
2021
Q1 | $149K | Hold |
2,400
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $147K | Hold |
2,400
| – | – | 0.02% | 358 |
|
|
2020
Q3 | $130K | Hold |
2,400
| – | – | 0.02% | 365 |
|
|
2020
Q2 | $124K | Hold |
2,400
| – | – | 0.02% | 326 |
|
|
2020
Q1 | $130K | Hold |
2,400
| – | – | 0.03% | 306 |
|
|
2019
Q4 | $153K | Hold |
2,400
| – | – | 0.02% | 374 |
|
|
2019
Q3 | $148K | Hold |
2,400
| – | – | 0.02% | 366 |
|
|
2019
Q2 | $133K | Hold |
2,400
| – | – | 0.02% | 375 |
|
|
2019
Q1 | $124K | Hold |
2,400
| – | – | 0.02% | 372 |
|
|
2018
Q4 | $105K | Buy |
+2,400
| New | +$105K | 0.02% | 371 |
|