Kuhn & Co Investment Counsel’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 | $1.01M | Sell |
10,975
-24
| -0.2% | -$2.2K | 0.76% | 36 |
|
|
2025
Q1 | $1.01M | Hold |
10,999
| – | – | 0.85% | 34 |
|
|
2024
Q4 | $905K | Buy |
10,999
+60
| +0.5% | +$4.94K | 0.77% | 39 |
|
|
2024
Q3 | $986K | Hold |
10,939
| – | – | 0.84% | 32 |
|
|
2024
Q2 | $849K | Hold |
10,939
| – | – | 0.76% | 42 |
|
|
2024
Q1 | $785K | Hold |
10,939
| – | – | 0.74% | 43 |
|
|
2023
Q4 | $767K | Buy |
+10,939
| New | +$767K | 0.79% | 44 |
|