Shoker Investment Counsel’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 | $2.81M | Buy |
30,579
+185
| +0.6% | +$17K | 0.88% | 35 |
|
|
2025
Q1 | $2.79M | Buy |
30,394
+1,013
| +3% | +$93.1K | 0.94% | 36 |
|
|
2024
Q4 | $2.42M | Buy |
29,381
+993
| +3% | +$81.7K | 0.82% | 44 |
|
|
2024
Q3 | $2.56M | Buy |
28,388
+169
| +0.6% | +$15.2K | 0.86% | 41 |
|
|
2024
Q2 | $2.19M | Buy |
+28,219
| New | +$2.19M | 0.77% | 45 |
|
|
2022
Q2 | – | Sell |
-3,404
| Closed | -$246K | – | 94 |
|
|
2022
Q1 | $246K | Sell |
3,404
-254
| -7% | -$18.4K | 0.12% | 84 |
|
|
2021
Q4 | $250K | Buy |
3,658
+16
| +0.4% | +$1.09K | 0.11% | 88 |
|
|
2021
Q3 | $225K | Buy |
3,642
+16
| +0.4% | +$988 | 0.11% | 89 |
|
|
2021
Q2 | $219K | Buy |
3,626
+29
| +0.8% | +$1.75K | 0.11% | 90 |
|
|
2021
Q1 | $223K | Buy |
3,597
+30
| +0.8% | +$1.86K | 0.12% | 86 |
|
|
2020
Q4 | $219K | Buy |
+3,567
| New | +$219K | 0.12% | 84 |
|
|
2018
Q3 | – | Sell |
-20,528
| Closed | -$950K | – | 107 |
|
|
2018
Q2 | $950K | Buy |
20,528
+4,767
| +30% | +$221K | 0.71% | 44 |
|
|
2018
Q1 | $703K | Buy |
15,761
+2,923
| +23% | +$130K | 0.53% | 52 |
|
|
2017
Q4 | $617K | Buy |
12,838
+3,685
| +40% | +$177K | 0.45% | 58 |
|
|
2017
Q3 | $449K | Buy |
9,153
+1,808
| +25% | +$88.7K | 0.34% | 67 |
|
|
2017
Q2 | $351K | Buy |
7,345
+259
| +4% | +$12.4K | 0.28% | 77 |
|
|
2017
Q1 | $352K | Buy |
7,086
+611
| +9% | +$30.4K | 0.3% | 76 |
|
|
2016
Q4 | $318K | Buy |
6,475
+166
| +3% | +$8.15K | 0.26% | 82 |
|
|
2016
Q3 | $323K | Buy |
6,309
+763
| +14% | +$39.1K | 0.27% | 77 |
|
|
2016
Q2 | $297K | Buy |
5,546
+1,420
| +34% | +$76K | 0.26% | 80 |
|
|
2016
Q1 | $213K | Buy |
+4,126
| New | +$213K | 0.2% | 95 |
|