Goelzer Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
58,599
-780
| -1% | -$71.6K | 0.29% | 77 |
|
|
2025
Q1 | $5.46M | Sell |
59,379
-1,173
| -2% | -$108K | 0.32% | 74 |
|
|
2024
Q4 | $4.98M | Sell |
60,552
-1,746
| -3% | -$144K | 0.29% | 84 |
|
|
2024
Q3 | $5.62M | Sell |
62,298
-460
| -0.7% | -$41.5K | 0.31% | 79 |
|
|
2024
Q2 | $4.87M | Sell |
62,758
-1,105
| -2% | -$85.7K | 0.27% | 81 |
|
|
2024
Q1 | $4.58M | Sell |
63,863
-486
| -0.8% | -$34.9K | 0.26% | 87 |
|
|
2023
Q4 | $4.51M | Sell |
64,349
-169
| -0.3% | -$11.9K | 0.29% | 86 |
|
|
2023
Q3 | $4.18M | Sell |
64,518
-2,120
| -3% | -$137K | 0.29% | 78 |
|
|
2023
Q2 | $4.68M | Sell |
66,638
-429
| -0.6% | -$30.1K | 0.4% | 77 |
|
|
2023
Q1 | $4.67M | Buy |
67,067
+7,558
| +13% | +$526K | 0.41% | 74 |
|
|
2022
Q4 | $4.25M | Buy |
59,509
+1,901
| +3% | +$136K | 0.36% | 80 |
|
|
2022
Q3 | $3.92M | Buy |
57,608
+1,116
| +2% | +$75.9K | 0.39% | 80 |
|
|
2022
Q2 | $4.03M | Buy |
56,492
+2,014
| +4% | +$144K | 0.39% | 79 |
|
|
2022
Q1 | $3.95M | Sell |
54,478
-260
| -0.5% | -$18.9K | 0.34% | 93 |
|
|
2021
Q4 | $3.75M | Buy |
54,738
+202
| +0.4% | +$13.9K | 0.31% | 100 |
|
|
2021
Q3 | $3.38M | Sell |
54,536
-1,190
| -2% | -$73.8K | 0.3% | 105 |
|
|
2021
Q2 | $3.37M | Buy |
55,726
+1,468
| +3% | +$88.8K | 0.28% | 109 |
|
|
2021
Q1 | $3.37M | Sell |
54,258
-1,248
| -2% | -$77.6K | 0.3% | 106 |
|
|
2020
Q4 | $3.41M | Buy |
55,506
+689
| +1% | +$42.3K | 0.31% | 103 |
|
|
2020
Q3 | $2.97M | Buy |
+54,817
| New | +$2.97M | 0.27% | 106 |
|