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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $827K | Sell |
8,639
-1
| -0% | -$94 | 0.15% | 48 |
|
|
2026
Q1 | $834K | Sell |
8,640
-20
| -0.2% | -$1.85K | 0.18% | 45 |
|
|
2025
Q4 | $755K | Sell |
8,660
-23
| -0.3% | -$2.1K | 0.17% | 41 |
|
|
2025
Q3 | $823K | Buy |
8,683
+131
| +2% | +$12.2K | 0.19% | 38 |
|
|
2025
Q2 | $785K | Sell |
8,552
-357
| -4% | -$32.1K | 0.19% | 38 |
|
|
2025
Q1 | $819K | Buy |
8,909
+95
| +1% | +$8.22K | 0.23% | 36 |
|
|
2024
Q4 | $726K | Sell |
8,814
-12
| -0.1% | -$1.05K | 0.2% | 40 |
|
|
2024
Q3 | $796K | Buy |
8,826
+39
| +0.4% | +$3.33K | 0.2% | 42 |
|
|
2024
Q2 | $682K | Buy |
8,787
+165
| +2% | +$12.5K | 0.18% | 46 |
|
|
2024
Q1 | $619K | Sell |
8,622
-138
| -2% | -$9.53K | 0.16% | 52 |
|
|
2023
Q4 | $614K | Buy |
8,760
+2,503
| +40% | +$172K | 0.17% | 50 |
|
|
2023
Q3 | $405K | Sell |
6,257
-133
| -2% | -$9.23K | 0.14% | 70 |
|
|
2023
Q2 | $449K | Buy |
6,390
+88
| +1% | +$6.31K | 0.13% | 65 |
|
|
2023
Q1 | $439K | Sell |
6,302
-39
| -0.6% | -$2.63K | 0.14% | 71 |
|
|
2022
Q4 | $453K | Sell |
6,341
-8
| -0.1% | -$535 | 0.15% | 68 |
|
|
2022
Q3 | $432K | Sell |
6,349
-27
| -0.4% | -$2.04K | 0.15% | 61 |
|
|
2022
Q2 | $455K | Buy |
6,376
+73
| +1% | +$5.36K | 0.15% | 67 |
|
|
2022
Q1 | $457K | Buy |
6,303
+562
| +10% | +$38.1K | 0.13% | 79 |
|
|
2021
Q4 | $394K | Buy |
5,741
+670
| +13% | +$42.7K | 0.1% | 97 |
|
|
2021
Q3 | $314K | Buy |
+5,071
| New | +$326K | 0.27% | 61 |
|
|
2021
Q2 | – | Sell |
-5,035
| Closed | -$313K | – | 131 |
|
|
2021
Q1 | $313K | Buy |
5,035
+926
| +23% | +$55.4K | 0.09% | 105 |
|
|
2020
Q4 | $252K | Buy |
+4,109
| New | +$247K | 0.07% | 118 |
|
Other funds holding SO
CIM
VNIM
ORIO
CNB
CGH
HAI
CAMG
P