Shilanski & Associates’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 | $5.86M | Buy |
61,841
+634
| +1% | +$59.2K | 1.56% | 20 |
|
|
2025
Q2 | $5.62M | Sell |
61,207
-492
| -0.8% | -$44.2K | 1.61% | 22 |
|
|
2025
Q1 | $5.67M | Buy |
61,699
+433
| +0.7% | +$37.5K | 1.77% | 17 |
|
|
2024
Q4 | $5.04M | Buy |
61,266
+77
| +0.1% | +$6.75K | 1.62% | 19 |
|
|
2024
Q3 | $5.52M | Sell |
61,189
-1,762
| -3% | -$151K | 1.79% | 16 |
|
|
2024
Q2 | $4.88M | Buy |
62,951
+272
| +0.4% | +$20.6K | 1.64% | 16 |
|
|
2024
Q1 | $4.5M | Sell |
62,679
-88
| -0.1% | -$6.08K | 1.55% | 19 |
|
|
2023
Q4 | $4.4M | Sell |
62,767
-728
| -1% | -$50K | 1.68% | 17 |
|
|
2023
Q3 | $4.11M | Buy |
63,495
+1,811
| +3% | +$126K | 1.68% | 17 |
|
|
2023
Q2 | $4.33M | Buy |
61,684
+1,956
| +3% | +$140K | 1.75% | 16 |
|
|
2023
Q1 | $4.27M | Buy |
59,728
+1,298
| +2% | +$87.4K | 1.92% | 14 |
|
|
2022
Q4 | $4.17M | Buy |
+58,430
| New | +$3.91M | 1.82% | 16 |
|
|
2022
Q3 | – | Sell |
-57,861
| Closed | -$4.13M | – | 202 |
|
|
2022
Q2 | $4.13M | Sell |
57,861
-1,987
| -3% | -$146K | 1.93% | 15 |
|
|
2022
Q1 | $4.34M | Sell |
59,848
-195
| -0.3% | -$13.2K | 1.82% | 14 |
|
|
2021
Q4 | $4.12M | Buy |
60,043
+519
| +0.9% | +$33.1K | 1.75% | 18 |
|
|
2021
Q3 | $3.69M | Buy |
59,524
+1,437
| +2% | +$92.5K | 1.71% | 18 |
|
|
2021
Q2 | $3.52M | Buy |
58,087
+1,324
| +2% | +$84.7K | 1.67% | 20 |
|
|
2021
Q1 | $3.53M | Buy |
56,763
+2,915
| +5% | +$175K | 1.88% | 19 |
|
|
2020
Q4 | $3.31M | Sell |
53,848
-7,135
| -12% | -$429K | 2.01% | 14 |
|
|
2020
Q3 | $3.31M | Buy |
60,983
+107
| +0.2% | +$5.72K | 2.24% | 11 |
|
|
2020
Q2 | $3.16M | Buy |
60,876
+2,492
| +4% | +$139K | 2.3% | 11 |
|
|
2020
Q1 | $3.16M | Buy |
58,384
+1,290
| +2% | +$81.7K | 3.17% | 9 |
|
|
2019
Q4 | $3.64M | Buy |
57,094
+472
| +0.8% | +$29.3K | 2.8% | 10 |
|
|
2019
Q3 | $3.5M | Buy |
56,622
+2,612
| +5% | +$151K | 2.82% | 12 |
|
|
2019
Q2 | $2.99M | Buy |
+54,010
| New | +$2.89M | 2.42% | 14 |
|
Other funds holding SO
