P.J. Schmidt Investment Management (PJS)’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $215K | Hold |
|
|||||
|
2024
Q3 | $235K | Sell |
|
|||||
|
2024
Q2 | $206K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $359K | Sell |
|
|||||
|
2023
Q2 | $404K | Sell |
|
|||||
|
2023
Q1 | $420K | Buy |
|
|||||
|
2022
Q4 | $397K | Hold |
|
|||||
|
2022
Q3 | $358K | Hold |
|
|||||
|
2022
Q2 | $438K | Hold |
|
|||||
|
2022
Q1 | $408K | Hold |
|
|||||
|
2021
Q4 | $386K | Hold |
|
|||||
|
2021
Q3 | $352K | Hold |
|
|||||
|
2021
Q2 | $355K | Hold |
|
|||||
|
2021
Q1 | $362K | Sell |
|
|||||
|
2020
Q4 | $345K | Hold |
|
|||||
|
2020
Q3 | $353K | Sell |
|
|||||
|
2020
Q2 | $392K | Buy |
|
|||||
|
2020
Q1 | $405K | Sell |
|
|||||
|
2019
Q4 | $486K | Hold |
|
|||||
|
2019
Q3 | $471K | Sell |
|
|||||
|
2019
Q2 | $460K | Buy |
|
|||||
|
2019
Q1 | $424K | Buy |
|
|||||
|
2018
Q4 | $285K | Hold |
|
|||||
|
2018
Q3 | $283K | Hold |
|
|||||
|
2018
Q2 | $301K | Sell |
|
|||||
|
2018
Q1 | $348K | Sell |
|
|||||
|
2017
Q4 | $409K | Hold |
|
|||||
|
2017
Q3 | $418K | Sell |
|
|||||
|
2017
Q2 | $455K | Sell |
|
|||||
|
2017
Q1 | $590K | Hold |
|
|||||
|
2016
Q4 | $583K | Sell |
|
|||||
|
2016
Q3 | $682K | Buy |
|
|||||
|
2016
Q2 | $697K | Buy |
|
|||||
|
2016
Q1 | $660K | Sell |
|
|||||
|
2015
Q4 | $664K | Hold |
|
|||||
|
2015
Q3 | $635K | Sell |
|
|||||
|
2015
Q2 | $958K | Sell |
|
|||||
|
2015
Q1 | $1.07M | Sell |
|
|||||
|
2014
Q4 | $1.33M | Sell |
|
|||||
|
2014
Q3 | $1.24M | Sell |
|
|||||
|
2014
Q2 | $1.71M | Sell |
|
|||||
|
2014
Q1 | $2.07M | Sell |
|
|||||
|
2013
Q4 | $2.05M | Sell |
|
|||||
|
2013
Q3 | $2.11M | Sell |
|
|||||
|
2013
Q2 | $2.32M | Buy |
|