North Star Asset Management’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
Q3 | $280K | Hold |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $214K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $213K | Sell |
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|
2018
Q1 | $210K | Buy |
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