SIC
SO icon

Sigma Investment Counselors’s Southern Company SO Stock Holding History

Sigma Investment Counselors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$471K Sell
5,130
-47
-0.9% -$4.32K 0.03% 130
2025
Q1 		$476K Buy
5,177
+68
+1% +$6.25K 0.03% 124
2024
Q4 		$421K Buy
5,109
+10
+0.2% +$823 0.02% 137
2024
Q3 		$460K Buy
5,099
+10
+0.2% +$902 0.03% 128
2024
Q2 		$395K Buy
5,089
+11
+0.2% +$853 0.02% 134
2024
Q1 		$364K Buy
5,078
+12
+0.2% +$861 0.02% 148
2023
Q4 		$355K Buy
5,066
+11
+0.2% +$771 0.03% 152
2023
Q3 		$327K Buy
5,055
+13
+0.3% +$841 0.02% 151
2023
Q2 		$354K Sell
5,042
-598
-11% -$42K 0.03% 144
2023
Q1 		$392K Buy
5,640
+622
+12% +$43.3K 0.03% 140
2022
Q4 		$358K Buy
5,018
+11
+0.2% +$786 0.03% 142
2022
Q3 		$340K Buy
5,007
+10
+0.2% +$679 0.03% 139
2022
Q2 		$356K Buy
4,997
+10
+0.2% +$712 0.03% 138
2022
Q1 		$362K Sell
4,987
-121
-2% -$8.78K 0.03% 144
2021
Q4 		$350K Buy
5,108
+144
+3% +$9.87K 0.02% 145
2021
Q3 		$308K Buy
4,964
+10
+0.2% +$620 0.02% 151
2021
Q2 		$300K Buy
4,954
+11
+0.2% +$666 0.02% 153
2021
Q1 		$307K Buy
4,943
+12
+0.2% +$745 0.02% 149
2020
Q4 		$303K Buy
+4,931
New +$303K 0.03% 145
2020
Q3 		– Sell
-4,911
Closed -$255K – 151
2020
Q2 		$255K Buy
4,911
+9
+0.2% +$467 0.03% 134
2020
Q1 		$265K Buy
4,902
+7
+0.1% +$378 0.03% 127
2019
Q4 		$312K Sell
4,895
-200
-4% -$12.7K 0.03% 123
2019
Q3 		$315K Buy
5,095
+1,099
+28% +$67.9K 0.04% 121
2019
Q2 		$221K Hold
3,996
– – 0.03% 149
2019
Q1 		$207K Buy
+3,996
New +$207K 0.03% 151