Islay 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 | $625K | Hold |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | $884K | Sell |
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|
2021
Q1 | $977K | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $988K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.1M | Buy |
|