Salem Investment Counselors’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 | $880K | Buy |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $897K | Sell |
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|
2021
Q3 | $841K | Sell |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $852K | Buy |
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|
2020
Q4 | $841K | Buy |
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|
2020
Q3 | $742K | Sell |
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|
2020
Q2 | $711K | Buy |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $783K | Sell |
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|
2019
Q3 | $777K | Buy |
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|
2019
Q2 | $694K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $546K | Buy |
|