Salem Investment Counselors’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 | $827K | Sell |
9,000
-139
| -2% | -$12.8K | 0.03% | 228 |
|
|
2025
Q1 | $840K | Sell |
9,139
-9,937
| -52% | -$914K | 0.03% | 211 |
|
|
2024
Q4 | $1.57M | Sell |
19,076
-4
| -0% | -$329 | 0.05% | 167 |
|
|
2024
Q3 | $1.72M | Buy |
19,080
+26
| +0.1% | +$2.35K | 0.05% | 163 |
|
|
2024
Q2 | $1.48M | Buy |
19,054
+248
| +1% | +$19.2K | 0.05% | 170 |
|
|
2024
Q1 | $1.35M | Buy |
18,806
+74
| +0.4% | +$5.31K | 0.04% | 179 |
|
|
2023
Q4 | $1.31M | Sell |
18,732
-87
| -0.5% | -$6.1K | 0.05% | 166 |
|
|
2023
Q3 | $1.22M | Sell |
18,819
-75
| -0.4% | -$4.85K | 0.05% | 164 |
|
|
2023
Q2 | $1.33M | Sell |
18,894
-987
| -5% | -$69.3K | 0.05% | 157 |
|
|
2023
Q1 | $1.38M | Sell |
19,881
-3,777
| -16% | -$263K | 0.06% | 146 |
|
|
2022
Q4 | $1.69M | Buy |
23,658
+76
| +0.3% | +$5.43K | 0.07% | 138 |
|
|
2022
Q3 | $1.6M | Buy |
23,582
+11
| +0% | +$748 | 0.07% | 136 |
|
|
2022
Q2 | $1.68M | Buy |
23,571
+486
| +2% | +$34.7K | 0.08% | 139 |
|
|
2022
Q1 | $1.67M | Buy |
23,085
+10,012
| +77% | +$726K | 0.07% | 149 |
|
|
2021
Q4 | $897K | Sell |
13,073
-499
| -4% | -$34.2K | 0.03% | 199 |
|
|
2021
Q3 | $841K | Sell |
13,572
-148
| -1% | -$9.17K | 0.05% | 189 |
|
|
2021
Q2 | $830K | Buy |
13,720
+12
| +0.1% | +$726 | 0.05% | 190 |
|
|
2021
Q1 | $852K | Buy |
13,708
+13
| +0.1% | +$808 | 0.05% | 172 |
|
|
2020
Q4 | $841K | Buy |
13,695
+12
| +0.1% | +$737 | 0.06% | 162 |
|
|
2020
Q3 | $742K | Sell |
13,683
-24
| -0.2% | -$1.3K | 0.06% | 161 |
|
|
2020
Q2 | $711K | Buy |
13,707
+51
| +0.4% | +$2.65K | 0.06% | 159 |
|
|
2020
Q1 | $739K | Buy |
13,656
+1,371
| +11% | +$74.2K | 0.08% | 147 |
|
|
2019
Q4 | $783K | Sell |
12,285
-289
| -2% | -$18.4K | 0.06% | 151 |
|
|
2019
Q3 | $777K | Buy |
12,574
+11
| +0.1% | +$680 | 0.07% | 152 |
|
|
2019
Q2 | $694K | Buy |
+12,563
| New | +$694K | 0.06% | 162 |
|
|
2017
Q2 | – | Sell |
-10,980
| Closed | -$546K | – | 744 |
|
|
2017
Q1 | $546K | Buy |
+10,980
| New | +$546K | 0.06% | 177 |
|