Klingman & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
4,111
+189
| +5% | +$17.4K | 0.02% | 210 |
|
|
2025
Q1 | $361K | Buy |
3,922
+83
| +2% | +$7.63K | 0.02% | 196 |
|
|
2024
Q4 | $316K | Buy |
3,839
+218
| +6% | +$17.9K | 0.02% | 198 |
|
|
2024
Q3 | $327K | Buy |
3,621
+34
| +0.9% | +$3.07K | 0.02% | 204 |
|
|
2024
Q2 | $278K | Sell |
3,587
-174
| -5% | -$13.5K | 0.02% | 203 |
|
|
2024
Q1 | $270K | Hold |
3,761
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $264K | Buy |
3,761
+34
| +0.9% | +$2.38K | 0.02% | 199 |
|
|
2023
Q3 | $241K | Sell |
3,727
-1,915
| -34% | -$124K | 0.02% | 201 |
|
|
2023
Q2 | $396K | Sell |
5,642
-1
| -0% | -$70 | 0.03% | 149 |
|
|
2023
Q1 | $393K | Sell |
5,643
-1
| -0% | -$70 | 0.03% | 138 |
|
|
2022
Q4 | $403K | Buy |
5,644
+180
| +3% | +$12.9K | 0.04% | 137 |
|
|
2022
Q3 | $372K | Buy |
5,464
+42
| +0.8% | +$2.86K | 0.04% | 128 |
|
|
2022
Q2 | $387K | Sell |
5,422
-32
| -0.6% | -$2.28K | 0.04% | 126 |
|
|
2022
Q1 | $395K | Buy |
+5,454
| New | +$395K | 0.03% | 142 |
|
|
2021
Q2 | – | Sell |
-3,278
| Closed | -$204K | – | 174 |
|
|
2021
Q1 | $204K | Buy |
+3,278
| New | +$204K | 0.02% | 164 |
|
|
2016
Q4 | – | Sell |
-1,242
| Closed | -$64K | – | 285 |
|
|
2016
Q3 | $64K | Hold |
1,242
| – | – | 0.02% | 166 |
|
|
2016
Q2 | $67K | Sell |
1,242
-174
| -12% | -$9.39K | 0.02% | 170 |
|
|
2016
Q1 | $73K | Hold |
1,416
| – | – | 0.03% | 164 |
|
|
2015
Q4 | $66K | Hold |
1,416
| – | – | 0.02% | 197 |
|
|
2015
Q3 | $63K | Hold |
1,416
| – | – | 0.02% | 197 |
|
|
2015
Q2 | $59K | Hold |
1,416
| – | – | 0.02% | 175 |
|
|
2015
Q1 | $63K | Hold |
1,416
| – | – | 0.03% | 161 |
|
|
2014
Q4 | $69K | Buy |
+1,416
| New | +$69K | 0.03% | 156 |
|