SRH Advisors’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 | $1.19M | Hold |
|
|||||
|
2025
Q2 | $1.15M | Hold |
|
|||||
|
2025
Q1 | $1.15M | Hold |
|
|||||
|
2024
Q4 | $1.03M | Hold |
|
|||||
|
2024
Q3 | $1.13M | Hold |
|
|||||
|
2024
Q2 | $972K | Hold |
|
|||||
|
2024
Q1 | $899K | Hold |
|
|||||
|
2023
Q4 | $878K | Sell |
|
|||||
|
2023
Q3 | $815K | Buy |
|
|||||
|
2023
Q2 | $871K | Hold |
|
|||||
|
2023
Q1 | $871K | Hold |
|
|||||
|
2022
Q4 | $894K | Hold |
|
|||||
|
2022
Q3 | $852K | Hold |
|
|||||
|
2022
Q2 | $893K | Sell |
|
|||||
|
2022
Q1 | $923K | Hold |
|
|||||
|
2021
Q4 | $873K | Sell |
|
|||||
|
2021
Q3 | $801K | Hold |
|
|||||
|
2021
Q2 | $782K | Buy |
|
|||||
|
2021
Q1 | $791K | Hold |
|
|||||
|
2020
Q4 | $782K | Hold |
|
|||||
|
2020
Q3 | $690K | Sell |
|
|||||
|
2020
Q2 | $712K | Buy |
|
|||||
|
2020
Q1 | $711K | Buy |
|
|||||
|
2019
Q4 | $709K | Hold |
|
|||||
|
2019
Q3 | $687K | Hold |
|
|||||
|
2019
Q2 | $615K | Sell |
|
|||||
|
2019
Q1 | $1.03M | Hold |
|
|||||
|
2018
Q4 | $879K | Hold |
|
|||||
|
2018
Q3 | $872K | Buy |
|
|||||
|
2018
Q2 | $913K | Hold |
|
|||||
|
2018
Q1 | $880K | Buy |
|
|||||
|
2017
Q4 | $919K | Hold |
|
|||||
|
2017
Q3 | $939K | Buy |
|
|||||
|
2017
Q2 | $860K | Hold |
|
|||||
|
2017
Q1 | $894K | Buy |
|
|||||
|
2016
Q4 | $866K | Hold |
|
|||||
|
2016
Q3 | $903K | Buy |
|
|||||
|
2016
Q2 | $911K | Buy |
|
|||||
|
2016
Q1 | $875K | Sell |
|
|||||
|
2015
Q4 | $815K | Sell |
|
|||||
|
2015
Q3 | $1.25M | Buy |
|
|||||
|
2015
Q2 | $5K | Hold |
|
|||||
|
2015
Q1 | $5K | Hold |
|
|||||
|
2014
Q4 | $6K | Hold |
|
|||||
|
2014
Q3 | $5K | Hold |
|
|||||
|
2014
Q2 | $5K | Hold |
|
|||||
|
2014
Q1 | $5K | Hold |
|
|||||
|
2013
Q4 | $5K | Buy |
|