Samalin Investment Counsel’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 | $255K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $211K | Buy |
|
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|
2024
Q3 | $231K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $247K | Buy |
|
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|
2022
Q2 | $259K | Buy |
|
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $248K | Buy |
|
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $100K | Buy |
|