Goelzer Investment 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 | $5.45M | Sell |
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|
2025
Q2 | $5.38M | Sell |
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|
2025
Q1 | $5.46M | Sell |
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|
2024
Q4 | $4.98M | Sell |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $4.58M | Sell |
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $4.18M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $4.67M | Buy |
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|
2022
Q4 | $4.25M | Buy |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $4.03M | Buy |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.38M | Sell |
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|
2021
Q2 | $3.37M | Buy |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $3.41M | Buy |
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|
2020
Q3 | $2.97M | Buy |
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