PAM
Palisade Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
43,817
-1,650
| -4% | -$152K | 0.4% | 59 |
|
|
2025
Q1 | $4.18M | Buy |
45,467
+73
| +0.2% | +$6.71K | 0.43% | 55 |
|
|
2024
Q4 | $3.74M | Hold |
45,394
| – | – | 0.38% | 63 |
|
|
2024
Q3 | $4.09M | Hold |
45,394
| – | – | 0.4% | 57 |
|
|
2024
Q2 | $3.52M | Hold |
45,394
| – | – | 0.36% | 64 |
|
|
2024
Q1 | $3.26M | Hold |
45,394
| – | – | 0.32% | 73 |
|
|
2023
Q4 | $3.18M | Sell |
45,394
-2,180
| -5% | -$153K | 0.35% | 68 |
|
|
2023
Q3 | $3.08M | Hold |
47,574
| – | – | 0.37% | 65 |
|
|
2023
Q2 | $3.34M | Hold |
47,574
| – | – | 0.39% | 64 |
|
|
2023
Q1 | $3.31M | Sell |
47,574
-75
| -0.2% | -$5.22K | 0.41% | 63 |
|
|
2022
Q4 | $3.4M | Hold |
47,649
| – | – | 0.39% | 66 |
|
|
2022
Q3 | $3.24M | Hold |
47,649
| – | – | 0.44% | 59 |
|
|
2022
Q2 | $3.4M | Hold |
47,649
| – | – | 0.44% | 63 |
|
|
2022
Q1 | $3.46M | Sell |
47,649
-150
| -0.3% | -$10.9K | 0.4% | 66 |
|
|
2021
Q4 | $3.28M | Hold |
47,799
| – | – | 0.37% | 66 |
|
|
2021
Q3 | $2.96M | Sell |
47,799
-60
| -0.1% | -$3.72K | 0.36% | 68 |
|
|
2021
Q2 | $2.9M | Sell |
47,859
-105
| -0.2% | -$6.35K | 0.34% | 69 |
|
|
2021
Q1 | $2.98M | Sell |
47,964
-85
| -0.2% | -$5.28K | 0.38% | 67 |
|
|
2020
Q4 | $2.95M | Hold |
48,049
| – | – | 0.4% | 68 |
|
|
2020
Q3 | $2.61M | Sell |
48,049
-350
| -0.7% | -$19K | 0.39% | 69 |
|
|
2020
Q2 | $2.51M | Buy |
48,399
+155
| +0.3% | +$8.04K | 0.4% | 66 |
|
|
2020
Q1 | $2.61M | Sell |
48,244
-100
| -0.2% | -$5.41K | 0.48% | 60 |
|
|
2019
Q4 | $3.08M | Sell |
48,344
-150
| -0.3% | -$9.56K | 0.45% | 64 |
|
|
2019
Q3 | $3M | Sell |
48,494
-100
| -0.2% | -$6.18K | 0.46% | 61 |
|
|
2019
Q2 | $2.69M | Sell |
48,594
-700
| -1% | -$38.7K | 0.42% | 64 |
|
|
2019
Q1 | $2.55M | Hold |
49,294
| – | – | 0.4% | 66 |
|
|
2018
Q4 | $2.17M | Buy |
49,294
+8,161
| +20% | +$358K | 0.32% | 67 |
|
|
2018
Q3 | $1.79M | Buy |
41,133
+1,090
| +3% | +$47.5K | 0.24% | 77 |
|
|
2018
Q2 | $1.85M | Buy |
40,043
+9,710
| +32% | +$450K | 0.27% | 73 |
|
|
2018
Q1 | $1.36M | Buy |
30,333
+19,110
| +170% | +$854K | 0.2% | 85 |
|
|
2017
Q4 | $540K | Hold |
11,223
| – | – | 0.09% | 124 |
|
|
2017
Q3 | $551K | Buy |
11,223
+160
| +1% | +$7.86K | 0.1% | 104 |
|
|
2017
Q2 | $530K | Hold |
11,063
| – | – | 0.1% | 98 |
|
|
2017
Q1 | $551K | Buy |
11,063
+600
| +6% | +$29.9K | 0.1% | 99 |
|
|
2016
Q4 | $515K | Hold |
10,463
| – | – | 0.1% | 99 |
|
|
2016
Q3 | $537K | Buy |
10,463
+850
| +9% | +$43.6K | 0.1% | 98 |
|
|
2016
Q2 | $516K | Sell |
9,613
-1,800
| -16% | -$96.6K | 0.1% | 98 |
|
|
2016
Q1 | $590K | Hold |
11,413
| – | – | 0.11% | 94 |
|
|
2015
Q4 | $534K | Hold |
11,413
| – | – | 0.11% | 95 |
|
|
2015
Q3 | $510K | Sell |
11,413
-300
| -3% | -$13.4K | 0.11% | 98 |
|
|
2015
Q2 | $491K | Buy |
11,713
+200
| +2% | +$8.38K | 0.1% | 103 |
|
|
2015
Q1 | $510K | Buy |
11,513
+100
| +0.9% | +$4.43K | 0.1% | 102 |
|
|
2014
Q4 | $560K | Sell |
11,413
-40
| -0.3% | -$1.96K | 0.11% | 95 |
|
|
2014
Q3 | $500K | Buy |
11,453
+2,900
| +34% | +$127K | 0.1% | 97 |
|
|
2014
Q2 | $388K | Buy |
8,553
+1,150
| +16% | +$52.2K | 0.08% | 105 |
|
|
2014
Q1 | $325K | Buy |
7,403
+600
| +9% | +$26.3K | 0.07% | 114 |
|
|
2013
Q4 | $280K | Buy |
+6,803
| New | +$280K | 0.06% | 117 |
|