SA
Shilanski & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
61,207
-492
| -0.8% | -$45.2K | 1.61% | 22 |
|
|
2025
Q1 | $5.67M | Buy |
61,699
+433
| +0.7% | +$39.8K | 1.77% | 17 |
|
|
2024
Q4 | $5.04M | Buy |
61,266
+77
| +0.1% | +$6.34K | 1.62% | 19 |
|
|
2024
Q3 | $5.52M | Sell |
61,189
-1,762
| -3% | -$159K | 1.79% | 16 |
|
|
2024
Q2 | $4.88M | Buy |
62,951
+272
| +0.4% | +$21.1K | 1.64% | 16 |
|
|
2024
Q1 | $4.5M | Sell |
62,679
-88
| -0.1% | -$6.31K | 1.55% | 19 |
|
|
2023
Q4 | $4.4M | Sell |
62,767
-728
| -1% | -$51K | 1.68% | 17 |
|
|
2023
Q3 | $4.11M | Buy |
63,495
+1,811
| +3% | +$117K | 1.68% | 17 |
|
|
2023
Q2 | $4.33M | Buy |
61,684
+1,956
| +3% | +$137K | 1.75% | 16 |
|
|
2023
Q1 | $4.27M | Buy |
59,728
+1,298
| +2% | +$92.8K | 1.92% | 14 |
|
|
2022
Q4 | $4.17M | Buy |
+58,430
| New | +$4.17M | 1.82% | 16 |
|
|
2022
Q3 | – | Sell |
-57,861
| Closed | -$4.13M | – | 202 |
|
|
2022
Q2 | $4.13M | Sell |
57,861
-1,987
| -3% | -$142K | 1.93% | 15 |
|
|
2022
Q1 | $4.34M | Sell |
59,848
-195
| -0.3% | -$14.1K | 1.82% | 14 |
|
|
2021
Q4 | $4.12M | Buy |
60,043
+519
| +0.9% | +$35.6K | 1.75% | 18 |
|
|
2021
Q3 | $3.69M | Buy |
59,524
+1,437
| +2% | +$89.1K | 1.71% | 18 |
|
|
2021
Q2 | $3.52M | Buy |
58,087
+1,324
| +2% | +$80.1K | 1.67% | 20 |
|
|
2021
Q1 | $3.53M | Buy |
56,763
+2,915
| +5% | +$181K | 1.88% | 19 |
|
|
2020
Q4 | $3.31M | Sell |
53,848
-7,135
| -12% | -$438K | 2.01% | 14 |
|
|
2020
Q3 | $3.31M | Buy |
60,983
+107
| +0.2% | +$5.8K | 2.24% | 11 |
|
|
2020
Q2 | $3.16M | Buy |
60,876
+2,492
| +4% | +$129K | 2.3% | 11 |
|
|
2020
Q1 | $3.16M | Buy |
58,384
+1,290
| +2% | +$69.8K | 3.17% | 9 |
|
|
2019
Q4 | $3.64M | Buy |
57,094
+472
| +0.8% | +$30.1K | 2.8% | 10 |
|
|
2019
Q3 | $3.5M | Buy |
56,622
+2,612
| +5% | +$161K | 2.82% | 12 |
|
|
2019
Q2 | $2.99M | Buy |
+54,010
| New | +$2.99M | 2.42% | 14 |
|