John G. Ullman & Associates’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 | $2.4M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.35M | Hold |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.8M | Hold |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.81M | Hold |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.75M | Hold |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.79M | Hold |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $775K | Buy |
|