Ironwood Investment Counsel’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
2,915
-3
| -0.1% | -$276 | 0.04% | 219 |
|
|
2025
Q1 | $268K | Buy |
2,918
+245
| +9% | +$22.5K | 0.05% | 207 |
|
|
2024
Q4 | $220K | Sell |
2,673
-47
| -2% | -$3.87K | 0.04% | 232 |
|
|
2024
Q3 | $245K | Buy |
2,720
+96
| +4% | +$8.66K | 0.04% | 230 |
|
|
2024
Q2 | $204K | Buy |
+2,624
| New | +$204K | 0.04% | 247 |
|
|
2022
Q3 | – | Sell |
-3,437
| Closed | -$245K | – | 194 |
|
|
2022
Q2 | $245K | Hold |
3,437
| – | – | 0.07% | 166 |
|
|
2022
Q1 | $249K | Hold |
3,437
| – | – | 0.06% | 174 |
|
|
2021
Q4 | $235K | Hold |
3,437
| – | – | 0.05% | 186 |
|
|
2021
Q3 | $212K | Hold |
3,437
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $207K | Sell |
3,437
-1,063
| -24% | -$64K | 0.06% | 195 |
|
|
2021
Q1 | $223K | Buy |
4,500
+1,063
| +31% | +$52.7K | 0.06% | 185 |
|
|
2020
Q4 | $211K | Buy |
+3,437
| New | +$211K | 0.05% | 200 |
|
|
2020
Q1 | – | Sell |
-3,445
| Closed | -$219K | – | 180 |
|
|
2019
Q4 | $219K | Buy |
3,445
+8
| +0.2% | +$509 | 0.07% | 165 |
|
|
2019
Q3 | $212K | Sell |
3,437
-232
| -6% | -$14.3K | 0.08% | 163 |
|
|
2019
Q2 | $202K | Buy |
+3,669
| New | +$202K | 0.08% | 159 |
|
|
2016
Q2 | – | Sell |
-4,100
| Closed | -$212K | – | 137 |
|
|
2016
Q1 | $212K | Buy |
+4,100
| New | +$212K | 0.11% | 133 |
|
|
2015
Q1 | – | Sell |
-4,300
| Closed | -$211K | – | 144 |
|
|
2014
Q4 | $211K | Buy |
+4,300
| New | +$211K | 0.11% | 135 |
|
|
2013
Q3 | – | Sell |
-4,600
| Closed | -$203K | – | 106 |
|
|
2013
Q2 | $203K | Buy |
+4,600
| New | +$203K | 0.13% | 104 |
|