Samalin Investment Counsel’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 | $237K | Buy |
2,580
+7
| +0.3% | +$643 | 0.09% | 277 |
|
|
2025
Q1 | $237K | Buy |
2,573
+7
| +0.3% | +$644 | 0.1% | 271 |
|
|
2024
Q4 | $211K | Buy |
2,566
+6
| +0.2% | +$494 | 0.09% | 259 |
|
|
2024
Q3 | $231K | Buy |
+2,560
| New | +$231K | 0.1% | 250 |
|
|
2022
Q4 | – | Sell |
-3,639
| Closed | -$247K | – | 263 |
|
|
2022
Q3 | $247K | Buy |
3,639
+7
| +0.2% | +$475 | 0.18% | 162 |
|
|
2022
Q2 | $259K | Buy |
3,632
+7
| +0.2% | +$499 | 0.18% | 167 |
|
|
2022
Q1 | $263K | Buy |
3,625
+8
| +0.2% | +$580 | 0.16% | 191 |
|
|
2021
Q4 | $248K | Buy |
3,617
+8
| +0.2% | +$549 | 0.15% | 200 |
|
|
2021
Q3 | $224K | Buy |
3,609
+7
| +0.2% | +$434 | 0.15% | 212 |
|
|
2021
Q2 | $218K | Buy |
3,602
+8
| +0.2% | +$484 | 0.14% | 215 |
|
|
2021
Q1 | $223K | Buy |
3,594
+8
| +0.2% | +$496 | 0.15% | 203 |
|
|
2020
Q4 | $220K | Buy |
+3,586
| New | +$220K | 0.17% | 201 |
|
|
2020
Q1 | – | Sell |
-1,575
| Closed | -$100K | – | 461 |
|
|
2019
Q4 | $100K | Buy |
+1,575
| New | +$100K | 0.08% | 228 |
|