Shoker Investment Counsel’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 | $2.91M | Buy |
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|
2025
Q2 | $2.81M | Buy |
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|
2025
Q1 | $2.79M | Buy |
|
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|
2024
Q4 | $2.42M | Buy |
|
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|
2024
Q3 | $2.56M | Buy |
|
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|
2024
Q2 | $2.19M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Sell |
|
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $225K | Buy |
|
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|
2021
Q2 | $219K | Buy |
|
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $950K | Buy |
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|
2018
Q1 | $703K | Buy |
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|
2017
Q4 | $617K | Buy |
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|
2017
Q3 | $449K | Buy |
|
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|
2017
Q2 | $351K | Buy |
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|
2017
Q1 | $352K | Buy |
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|
2016
Q4 | $318K | Buy |
|
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $297K | Buy |
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|
2016
Q1 | $213K | Buy |
|