SIG
Stonegate Investment Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8M | Buy |
890,861
+10,580
| +1% | +$972K | 2.06% | 15 |
|
|
2025
Q1 | $80.9M | Sell |
880,281
-35,627
| -4% | -$3.28M | 2.16% | 14 |
|
|
2024
Q4 | $75.4M | Buy |
915,908
+9,246
| +1% | +$761K | 2.01% | 15 |
|
|
2024
Q3 | $81.8M | Sell |
906,662
-32,570
| -3% | -$2.94M | 2.15% | 15 |
|
|
2024
Q2 | $72.9M | Sell |
939,232
-54,110
| -5% | -$4.2M | 2.11% | 16 |
|
|
2024
Q1 | $71.3M | Buy |
993,342
+5,710
| +0.6% | +$410K | 2.24% | 14 |
|
|
2023
Q4 | $69.3M | Buy |
987,632
+2,656
| +0.3% | +$186K | 2.29% | 15 |
|
|
2023
Q3 | $63.7M | Sell |
984,976
-28,740
| -3% | -$1.86M | 2.32% | 15 |
|
|
2023
Q2 | $71.2M | Sell |
1,013,716
-15,933
| -2% | -$1.12M | 2.53% | 13 |
|
|
2023
Q1 | $71.6M | Buy |
1,029,649
+270,560
| +36% | +$18.8M | 2.69% | 12 |
|
|
2022
Q4 | $54.2M | Buy |
759,089
+1,423
| +0.2% | +$102K | 2.34% | 15 |
|
|
2022
Q3 | $51.5M | Buy |
757,666
+3,620
| +0.5% | +$246K | 2.36% | 13 |
|
|
2022
Q2 | $53.8M | Buy |
754,046
+98,257
| +15% | +$7.01M | 2.36% | 14 |
|
|
2022
Q1 | $47.6M | Sell |
655,789
-4,951
| -0.7% | -$359K | 1.56% | 18 |
|
|
2021
Q4 | $45.3M | Buy |
+660,740
| New | +$45.3M | 1.9% | 14 |
|