KOC
Koss-Olinger Consulting’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
6,929
+51
| +0.7% | +$4.68K | 0.05% | 170 |
|
|
2025
Q1 | $632K | Buy |
+6,878
| New | +$632K | 0.05% | 156 |
|
|
2024
Q4 | – | Sell |
-5,335
| Closed | -$481K | – | 271 |
|
|
2024
Q3 | $481K | Hold |
5,335
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $414K | Buy |
+5,335
| New | +$414K | 0.04% | 174 |
|
|
2024
Q1 | – | Sell |
-4,958
| Closed | -$348K | – | 264 |
|
|
2023
Q4 | $348K | Sell |
4,958
-100
| -2% | -$7.02K | 0.03% | 221 |
|
|
2023
Q3 | $327K | Sell |
5,058
-700
| -12% | -$45.3K | 0.05% | 174 |
|
|
2023
Q2 | $404K | Hold |
5,758
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $401K | Buy |
5,758
+2,091
| +57% | +$146K | 0.05% | 149 |
|
|
2022
Q4 | $262K | Buy |
+3,667
| New | +$262K | 0.04% | 171 |
|
|
2022
Q1 | – | Sell |
-2,939
| Closed | -$202K | – | 229 |
|
|
2021
Q4 | $202K | Buy |
+2,939
| New | +$202K | 0.03% | 193 |
|
|
2021
Q3 | – | Sell |
-4,130
| Closed | -$256K | – | 270 |
|
|
2021
Q2 | $256K | Hold |
4,130
| – | – | 0.04% | 199 |
|
|
2021
Q1 | $257K | Buy |
+4,130
| New | +$257K | 0.04% | 190 |
|