Seelaus Asset Management’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 | $414K | Hold |
4,513
| – | – | 0.37% | 85 |
|
|
2025
Q1 | $415K | Hold |
4,513
| – | – | 0.4% | 81 |
|
|
2024
Q4 | $372K | Hold |
4,513
| – | – | 0.34% | 91 |
|
|
2024
Q3 | $407K | Buy |
4,513
+150
| +3% | +$13.5K | 0.37% | 87 |
|
|
2024
Q2 | $338K | Sell |
4,363
-150
| -3% | -$11.6K | 0.34% | 95 |
|
|
2024
Q1 | $324K | Hold |
4,513
| – | – | 0.32% | 100 |
|
|
2023
Q4 | $316K | Hold |
4,513
| – | – | 0.31% | 111 |
|
|
2023
Q3 | $292K | Hold |
4,513
| – | – | 0.33% | 112 |
|
|
2023
Q2 | $317K | Hold |
4,513
| – | – | 0.25% | 133 |
|
|
2023
Q1 | $328K | Sell |
4,513
-97
| -2% | -$7.05K | 0.25% | 131 |
|
|
2022
Q4 | $329K | Hold |
4,610
| – | – | 0.25% | 134 |
|
|
2022
Q3 | $313K | Hold |
4,610
| – | – | 0.25% | 134 |
|
|
2022
Q2 | $329K | Hold |
4,610
| – | – | 0.24% | 134 |
|
|
2022
Q1 | $334K | Hold |
4,610
| – | – | 0.2% | 162 |
|
|
2021
Q4 | $316K | Hold |
4,610
| – | – | 0.17% | 173 |
|
|
2021
Q3 | $286K | Hold |
4,610
| – | – | 0.17% | 189 |
|
|
2021
Q2 | $279K | Sell |
4,610
-250
| -5% | -$15.1K | 0.16% | 197 |
|
|
2021
Q1 | $302K | Hold |
4,860
| – | – | 0.19% | 156 |
|
|
2020
Q4 | $299K | Hold |
4,860
| – | – | 0.22% | 134 |
|
|
2020
Q3 | $264K | Hold |
4,860
| – | – | 0.21% | 125 |
|
|
2020
Q2 | $252K | Buy |
4,860
+1,000
| +26% | +$51.9K | 0.23% | 122 |
|
|
2020
Q1 | $209K | Sell |
3,860
-125
| -3% | -$6.77K | 0.25% | 106 |
|
|
2019
Q4 | $254K | Hold |
3,985
| – | – | 0.21% | 132 |
|
|
2019
Q3 | $246K | Sell |
3,985
-300
| -7% | -$18.5K | 0.22% | 125 |
|
|
2019
Q2 | $237K | Sell |
4,285
-80
| -2% | -$4.43K | 0.21% | 128 |
|
|
2019
Q1 | $226K | Buy |
+4,365
| New | +$226K | 0.21% | 132 |
|
|
2018
Q3 | – | Sell |
-4,365
| Closed | -$202K | – | 187 |
|
|
2018
Q2 | $202K | Buy |
+4,365
| New | +$202K | 0.18% | 153 |
|