Stuart Chaussee & Associates’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
Q2 | $44.5K | Hold |
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|
2025
Q1 | $44.6K | Sell |
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|
2024
Q4 | $48.4K | Hold |
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|
2024
Q3 | $53K | Hold |
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|
2024
Q2 | $45.6K | Hold |
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|
2024
Q1 | $42.2K | Hold |
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|
2023
Q4 | $41.2K | Hold |
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|
2023
Q3 | $38.1K | Hold |
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|
2023
Q2 | $41.3K | Hold |
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|
2023
Q1 | $40.9K | Hold |
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|
2022
Q4 | $42K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $33K | Hold |
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|
2017
Q3 | $34K | Sell |
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|
2017
Q2 | $107K | Hold |
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|
2017
Q1 | $111K | Buy |
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|
2016
Q4 | $24K | Sell |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $231K | Buy |
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|
2016
Q1 | $91K | Buy |
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|
2015
Q4 | $79K | Buy |
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