Schulhoff & Co’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 | $540K | Hold |
5,875
| – | – | 0.24% | 79 |
|
2025
Q1 | $540K | Sell |
5,875
-125
| -2% | -$11.5K | 0.24% | 75 |
|
2024
Q4 | $494K | Hold |
6,000
| – | – | 0.18% | 78 |
|
2024
Q3 | $541K | Hold |
6,000
| – | – | 0.23% | 79 |
|
2024
Q2 | $465K | Hold |
6,000
| – | – | 0.21% | 80 |
|
2024
Q1 | $430K | Hold |
6,000
| – | – | 0.19% | 80 |
|
2023
Q4 | $421K | Hold |
6,000
| – | – | 0.2% | 80 |
|
2023
Q3 | $388K | Hold |
6,000
| – | – | 0.2% | 79 |
|
2023
Q2 | $422K | Hold |
6,000
| – | – | 0.2% | 78 |
|
2023
Q1 | $417K | Hold |
6,000
| – | – | 0.19% | 78 |
|
2022
Q4 | $428K | Hold |
6,000
| – | – | 0.2% | 77 |
|
2022
Q3 | $408K | Hold |
6,000
| – | – | 0.21% | 78 |
|
2022
Q2 | $427K | Hold |
6,000
| – | – | 0.2% | 78 |
|
2022
Q1 | $435K | Hold |
6,000
| – | – | 0.18% | 76 |
|
2021
Q4 | $411K | Hold |
6,000
| – | – | 0.17% | 80 |
|
2021
Q3 | $371K | Hold |
6,000
| – | – | 0.17% | 83 |
|
2021
Q2 | $363K | Hold |
6,000
| – | – | 0.16% | 87 |
|
2021
Q1 | $372K | Hold |
6,000
| – | – | 0.17% | 83 |
|
2020
Q4 | $368K | Hold |
6,000
| – | – | 0.18% | 79 |
|
2020
Q3 | $325K | Hold |
6,000
| – | – | 0.17% | 77 |
|
2020
Q2 | $311K | Hold |
6,000
| – | – | 0.18% | 79 |
|
2020
Q1 | $324K | Hold |
6,000
| – | – | 0.2% | 75 |
|
2019
Q4 | $382K | Hold |
6,000
| – | – | 0.18% | 79 |
|
2019
Q3 | $370K | Buy |
+6,000
| New | +$370K | 0.18% | 80 |
|