EL
Essex LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
22,785
-628
| -3% | -$57.7K | 0.41% | 52 |
|
|
2025
Q1 | $2.15M | Sell |
23,413
-1,211
| -5% | -$111K | 0.47% | 50 |
|
|
2024
Q4 | $2.03M | Sell |
24,624
-2,257
| -8% | -$186K | 0.43% | 55 |
|
|
2024
Q3 | $2.42M | Sell |
26,881
-590
| -2% | -$53.2K | 0.5% | 50 |
|
|
2024
Q2 | $2.13M | Buy |
27,471
+1,271
| +5% | +$98.6K | 0.48% | 54 |
|
|
2024
Q1 | $1.88M | Sell |
26,200
-775
| -3% | -$55.6K | 0.43% | 58 |
|
|
2023
Q4 | $1.89M | Buy |
26,975
+442
| +2% | +$31K | 0.47% | 57 |
|
|
2023
Q3 | $1.72M | Sell |
26,533
-138
| -0.5% | -$8.93K | 0.48% | 56 |
|
|
2023
Q2 | $1.87M | Sell |
26,671
-2,803
| -10% | -$197K | 0.52% | 57 |
|
|
2023
Q1 | $2.1M | Hold |
29,474
| – | – | 0.64% | 49 |
|
|
2022
Q4 | $2.1M | Sell |
29,474
-520
| -2% | -$37.1K | 0.64% | 49 |
|
|
2022
Q3 | $2.04M | Sell |
29,994
-125
| -0.4% | -$8.5K | 0.67% | 49 |
|
|
2022
Q2 | $2.15M | Sell |
30,119
-340
| -1% | -$24.2K | 0.67% | 48 |
|
|
2022
Q1 | $2.21M | Sell |
30,459
-1,158
| -4% | -$84K | 0.6% | 54 |
|
|
2021
Q4 | $2.17M | Sell |
31,617
-1,455
| -4% | -$99.8K | 0.58% | 56 |
|
|
2021
Q3 | $2.05M | Buy |
+33,072
| New | +$2.05M | 0.57% | 55 |
|