SCA

Stuart Chaussee & Associates’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.5K	Hold	485	–	–	0.01%	90
2025 Q1	$44.6K	Sell	485 -103	-18%	-$9.47K	0.01%	84
2024 Q4	$48.4K	Hold	588	–	–	0.01%	77
2024 Q3	$53K	Hold	588	–	–	0.01%	65
2024 Q2	$45.6K	Hold	588	–	–	0.01%	67
2024 Q1	$42.2K	Hold	588	–	–	0.01%	64
2023 Q4	$41.2K	Hold	588	–	–	0.01%	62
2023 Q3	$38.1K	Hold	588	–	–	0.01%	51
2023 Q2	$41.3K	Hold	588	–	–	0.01%	52
2023 Q1	$40.9K	Hold	588	–	–	0.01%	48
2022 Q4	$42K	Hold	588	–	–	0.02%	47
2022 Q3	$40K	Hold	588	–	–	0.09%	37
2022 Q2	$42K	Hold	588	–	–	0.09%	39
2022 Q1	$43K	Hold	588	–	–	0.02%	56
2021 Q4	$40K	Hold	588	–	–	0.02%	54
2021 Q3	$36K	Hold	588	–	–	0.06%	46
2021 Q2	$36K	Buy	588 +103	+21%	+$6.31K	0.02%	53
2021 Q1	$30K	Hold	485	–	–	0.01%	64
2020 Q4	$30K	Hold	485	–	–	0.01%	54
2020 Q3	$26K	Hold	485	–	–	0.01%	56
2020 Q2	$25K	Hold	485	–	–	0.01%	42
2020 Q1	$26K	Hold	485	–	–	0.02%	40
2019 Q4	$31K	Hold	485	–	–	0.02%	52
2019 Q3	$30K	Hold	485	–	–	0.02%	55
2019 Q2	$27K	Hold	485	–	–	0.02%	56
2019 Q1	$25K	Hold	485	–	–	0.02%	61
2018 Q4	$21K	Hold	485	–	–	0.02%	48
2018 Q3	$21K	Hold	485	–	–	0.01%	65
2018 Q2	$22K	Hold	485	–	–	0.01%	69
2018 Q1	$22K	Sell	485 -200	-29%	-$9.07K	0.09%	43
2017 Q4	$33K	Hold	685	–	–	0.02%	42
2017 Q3	$34K	Sell	685 -1,540	-69%	-$76.4K	0.03%	43
2017 Q2	$107K	Hold	2,225	–	–	0.08%	22
2017 Q1	$111K	Buy	2,225 +1,740	+359%	+$86.8K	0.11%	21
2016 Q4	$24K	Sell	485 -3,799	-89%	-$188K	0.02%	42
2016 Q3	$220K	Hold	4,284	–	–	0.18%	19
2016 Q2	$231K	Buy	4,284 +2,485	+138%	+$134K	0.19%	17
2016 Q1	$91K	Buy	1,799 +116	+7%	+$5.87K	0.08%	27
2015 Q4	$79K	Buy	+1,683	New	+$79K	0.07%	27