Jacobi 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 | $2.63M | Buy |
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|
2025
Q1 | $2.62M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $194K | Buy |
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|
2018
Q2 | $179K | Buy |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q4 | $120K | Buy |
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|
2017
Q3 | $98K | Buy |
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|
2017
Q2 | $79K | Buy |
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|
2017
Q1 | $58K | Hold |
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|
2016
Q4 | $57K | Hold |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $63K | Buy |
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