Searle & 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 | $666K | Sell |
7,250
-1,000
| -12% | -$91.8K | 0.19% | 96 |
|
|
2025
Q1 | $759K | Buy |
8,250
+2,500
| +43% | +$230K | 0.22% | 87 |
|
|
2024
Q4 | $473K | Buy |
5,750
+1,892
| +49% | +$156K | 0.14% | 112 |
|
|
2024
Q3 | $348K | Sell |
3,858
-1,914
| -33% | -$173K | 0.09% | 126 |
|
|
2024
Q2 | $448K | Buy |
5,772
+1,914
| +50% | +$148K | 0.1% | 115 |
|
|
2024
Q1 | $277K | Hold |
3,858
| – | – | 0.07% | 136 |
|
|
2023
Q4 | $271K | Sell |
3,858
-318
| -8% | -$22.3K | 0.07% | 139 |
|
|
2023
Q3 | $270K | Sell |
4,176
-60
| -1% | -$3.88K | 0.09% | 124 |
|
|
2023
Q2 | $306K | Sell |
4,236
-40
| -0.9% | -$2.89K | 0.09% | 124 |
|
|
2023
Q1 | $315K | Sell |
4,276
-824
| -16% | -$60.6K | 0.1% | 120 |
|
|
2022
Q4 | $364K | Sell |
5,100
-2,000
| -28% | -$143K | 0.12% | 113 |
|
|
2022
Q3 | $483K | Hold |
7,100
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $506K | Buy |
7,100
+3,000
| +73% | +$214K | 0.2% | 97 |
|
|
2022
Q1 | $297K | Hold |
4,100
| – | – | 0.11% | 132 |
|
|
2021
Q4 | $281K | Hold |
4,100
| – | – | 0.1% | 133 |
|
|
2021
Q3 | $254K | Hold |
4,100
| – | – | 0.1% | 128 |
|
|
2021
Q2 | $248K | Hold |
4,100
| – | – | 0.1% | 128 |
|
|
2021
Q1 | $255K | Hold |
4,100
| – | – | 0.11% | 120 |
|
|
2020
Q4 | $252K | Buy |
+4,100
| New | +$252K | 0.12% | 118 |
|
|
2015
Q3 | – | Sell |
-136
| Closed | -$5K | – | 233 |
|
|
2015
Q2 | $5K | Sell |
136
-151
| -53% | -$5.55K | ﹤0.01% | 297 |
|
|
2015
Q1 | $12K | Buy |
287
+1
| +0.3% | +$42 | 0.01% | 272 |
|
|
2014
Q4 | $14K | Buy |
+286
| New | +$14K | 0.01% | 286 |
|