Peninsula 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
Q2 | $651K | Hold |
|
|||||
|
2025
Q1 | $652K | Hold |
|
|||||
|
2024
Q4 | $584K | Hold |
|
|||||
|
2024
Q3 | $639K | Hold |
|
|||||
|
2024
Q2 | $550K | Sell |
|
|||||
|
2024
Q1 | $516K | Sell |
|
|||||
|
2023
Q4 | $518K | Hold |
|
|||||
|
2023
Q3 | $478K | Sell |
|
|||||
|
2023
Q2 | $526K | Hold |
|
|||||
|
2023
Q1 | $521K | Hold |
|
|||||
|
2022
Q4 | $535K | Hold |
|
|||||
|
2022
Q3 | $509K | Sell |
|
|||||
|
2022
Q2 | $541K | Hold |
|
|||||
|
2022
Q1 | $551K | Sell |
|
|||||
|
2021
Q4 | $534K | Sell |
|
|||||
|
2021
Q3 | $489K | Hold |
|
|||||
|
2021
Q2 | $478K | Hold |
|
|||||
|
2021
Q1 | $491K | Hold |
|
|||||
|
2020
Q4 | $485K | Hold |
|
|||||
|
2020
Q3 | $427K | Hold |
|
|||||
|
2020
Q2 | $409K | Sell |
|
|||||
|
2020
Q1 | $527K | Buy |
|
|||||
|
2019
Q4 | $516K | Hold |
|
|||||
|
2019
Q3 | $500K | Hold |
|
|||||
|
2019
Q2 | $447K | Sell |
|
|||||
|
2019
Q1 | $522K | Sell |
|
|||||
|
2018
Q4 | $446K | Sell |
|
|||||
|
2018
Q3 | $2.25M | Sell |
|
|||||
|
2018
Q2 | $2.47M | Sell |
|
|||||
|
2018
Q1 | $2.4M | Buy |
|
|||||
|
2017
Q4 | $2.56M | Sell |
|
|||||
|
2017
Q3 | $2.65M | Sell |
|
|||||
|
2017
Q2 | $2.63M | Sell |
|
|||||
|
2017
Q1 | $2.77M | Sell |
|
|||||
|
2016
Q4 | $2.75M | Sell |
|
|||||
|
2016
Q3 | $3.03M | Buy |
|
|||||
|
2016
Q2 | $3.04M | Sell |
|
|||||
|
2016
Q1 | $3M | Sell |
|
|||||
|
2015
Q4 | $2.72M | Sell |
|
|||||
|
2015
Q3 | $2.7M | Buy |
|
|||||
|
2015
Q2 | $2.44M | Sell |
|
|||||
|
2015
Q1 | $2.59M | Buy |
|
|||||
|
2014
Q4 | $2.86M | Sell |
|
|||||
|
2014
Q3 | $2.54M | Buy |
|
|||||
|
2014
Q2 | $2.64M | Sell |
|
|||||
|
2014
Q1 | $2.64M | Sell |
|
|||||
|
2013
Q4 | $2.52M | Buy |
|
|||||
|
2013
Q3 | $2.46M | Sell |
|
|||||
|
2013
Q2 | $2.71M | Buy |
|