Sterling 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 | – | Sell |
-12,424
| Closed | -$1.14M | – | 167 |
|
|
2025
Q1 | $1.14M | Buy |
12,424
+9,225
| +288% | +$848K | 0.39% | 49 |
|
|
2024
Q4 | $263K | Sell |
3,199
-8,399
| -72% | -$691K | 0.17% | 99 |
|
|
2024
Q3 | $1.05M | Buy |
11,598
+1,121
| +11% | +$101K | 0.37% | 49 |
|
|
2024
Q2 | $813K | Sell |
10,477
-255
| -2% | -$19.8K | 0.32% | 53 |
|
|
2024
Q1 | $770K | Buy |
10,732
+1,432
| +15% | +$103K | 0.36% | 53 |
|
|
2023
Q4 | $652K | Buy |
+9,300
| New | +$652K | 0.33% | 57 |
|