Ironwood Investment Counsel’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 | $270K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $202K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $211K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $203K | Buy |
|