Exchange Capital 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
Q2 | $287K | Buy |
3,120
+251
| +9% | +$22.5K | 0.04% | 190 |
|
|
2025
Q1 | $264K | Sell |
2,869
-65
| -2% | -$5.63K | 0.04% | 193 |
|
|
2024
Q4 | $242K | Sell |
2,934
-100
| -3% | -$8.77K | 0.04% | 203 |
|
|
2024
Q3 | $274K | Sell |
3,034
-22
| -0.7% | -$1.88K | 0.04% | 180 |
|
|
2024
Q2 | $237K | Hold |
3,056
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $219K | Buy |
3,056
+22
| +0.7% | +$1.52K | 0.04% | 182 |
|
|
2023
Q4 | $213K | Buy |
+3,034
| New | +$208K | 0.04% | 178 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$31K | – | 245 |
|
|
2018
Q3 | $31K | Hold |
700
| – | – | 0.01% | 182 |
|
|
2018
Q2 | $32K | Buy |
+700
| New | +$31.3K | 0.01% | 180 |
|
|
2018
Q1 | – | Sell |
-9,536
| Closed | -$459K | – | 271 |
|
|
2017
Q4 | $459K | Sell |
9,536
-4,110
| -30% | -$209K | 0.14% | 118 |
|
|
2017
Q3 | $671K | Sell |
13,646
-845
| -6% | -$41K | 0.22% | 87 |
|
|
2017
Q2 | $694K | Sell |
14,491
-9,882
| -41% | -$495K | 0.23% | 79 |
|
|
2017
Q1 | $1.21M | Sell |
24,373
-3,225
| -12% | -$159K | 0.44% | 52 |
|
|
2016
Q4 | $1.36M | Buy |
27,598
+68
| +0.2% | +$3.34K | 0.52% | 52 |
|
|
2016
Q3 | $1.41M | Buy |
+27,530
| New | +$1.45M | 0.55% | 52 |
|
|
2016
Q2 | – | Sell |
-25,828
| Closed | -$1.34M | – | 249 |
|
|
2016
Q1 | $1.34M | Buy |
25,828
+43
| +0.2% | +$2.1K | 0.58% | 50 |
|
|
2015
Q4 | $1.21M | Buy |
25,785
+114
| +0.4% | +$5.17K | 0.51% | 52 |
|
|
2015
Q3 | $1.15M | Buy |
25,671
+356
| +1% | +$15.6K | 0.53% | 54 |
|
|
2015
Q2 | $1.06M | Buy |
25,315
+275
| +1% | +$12K | 0.43% | 62 |
|
|
2015
Q1 | $1.11M | Buy |
25,040
+24,853
| +13,290% | +$1.18M | 0.45% | 60 |
|
|
2014
Q4 | $8K | Buy |
+187
| New | +$8.83K | ﹤0.01% | 185 |
|
Other funds holding SO
BC
