KP
Keel Point’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
105,700
+3,848
| +4% | +$353K | 0.64% | 28 |
|
|
2025
Q1 | $9.37M | Buy |
101,852
+6,153
| +6% | +$566K | 0.73% | 26 |
|
|
2024
Q4 | $7.88M | Buy |
95,699
+812
| +0.9% | +$66.8K | 0.63% | 28 |
|
|
2024
Q3 | $8.56M | Buy |
94,887
+802
| +0.9% | +$72.3K | 0.71% | 27 |
|
|
2024
Q2 | $8.2M | Buy |
94,085
+5,437
| +6% | +$474K | 0.74% | 25 |
|
|
2024
Q1 | $6.36M | Buy |
88,648
+678
| +0.8% | +$48.6K | 0.66% | 26 |
|
|
2023
Q4 | $6.17M | Sell |
87,970
-2,564
| -3% | -$180K | 0.74% | 22 |
|
|
2023
Q3 | $5.86M | Buy |
90,534
+1,342
| +2% | +$86.9K | 0.8% | 21 |
|
|
2023
Q2 | $6.27M | Buy |
89,192
+942
| +1% | +$66.2K | 0.84% | 19 |
|
|
2023
Q1 | $6.14M | Buy |
88,250
+486
| +0.6% | +$33.8K | 0.89% | 19 |
|
|
2022
Q4 | $6.27M | Buy |
+87,764
| New | +$6.27M | 0.98% | 18 |
|
|
2022
Q2 | – | Sell |
-2,939
| Closed | -$213K | – | 282 |
|
|
2022
Q1 | $213K | Buy |
+2,939
| New | +$213K | 0.03% | 242 |
|
|
2017
Q1 | – | Sell |
-4,465
| Closed | -$220K | – | 164 |
|
|
2016
Q4 | $220K | Buy |
+4,465
| New | +$220K | 0.05% | 144 |
|
|
2016
Q2 | – | Sell |
-4,065
| Closed | -$210K | – | 137 |
|
|
2016
Q1 | $210K | Buy |
+4,065
| New | +$210K | 0.11% | 116 |
|