Excalibur Management’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 | $929K | Sell |
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|
2025
Q2 | $902K | Hold |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $771K | Hold |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $757K | Sell |
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|
2022
Q2 | $869K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $307K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $623K | Sell |
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|
2014
Q3 | $710K | Sell |
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|
2014
Q2 | $809K | Sell |
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|
2014
Q1 | $841K | Sell |
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|
2013
Q4 | $1.35M | Sell |
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|
2013
Q3 | $1.37M | Buy |
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|
2013
Q2 | $1.36M | Buy |
|