Shulman DeMeo Asset Management’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 | $823K | Buy |
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|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $726K | Sell |
|
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|
2024
Q3 | $796K | Buy |
|
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|
2024
Q2 | $682K | Buy |
|
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $252K | Buy |
|