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
Q4 | – | Sell |
-485
| Closed | -$46K | – | 129 |
|
|
2025
Q3 | $46K | Hold |
485
| – | – | 0.01% | 93 |
|
|
2025
Q2 | $44.5K | Hold |
485
| – | – | 0.01% | 90 |
|
|
2025
Q1 | $44.6K | Sell |
485
-103
| -18% | -$8.92K | 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% | +$6.59K | 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% | -$8.88K | 0.09% | 43 |
|
|
2017
Q4 | $33K | Hold |
685
| – | – | 0.02% | 42 |
|
|
2017
Q3 | $34K | Sell |
685
-1,540
| -69% | -$74.7K | 0.03% | 43 |
|
|
2017
Q2 | $107K | Hold |
2,225
| – | – | 0.08% | 22 |
|
|
2017
Q1 | $111K | Buy |
2,225
+1,740
| +359% | +$86K | 0.11% | 21 |
|
|
2016
Q4 | $24K | Sell |
485
-3,799
| -89% | -$187K | 0.02% | 42 |
|
|
2016
Q3 | $220K | Hold |
4,284
| – | – | 0.18% | 19 |
|
|
2016
Q2 | $231K | Buy |
4,284
+2,485
| +138% | +$125K | 0.19% | 17 |
|
|
2016
Q1 | $91K | Buy |
1,799
+116
| +7% | +$5.65K | 0.08% | 27 |
|
|
2015
Q4 | $79K | Buy |
+1,683
| New | +$76.3K | 0.07% | 27 |
|
Other funds holding SO
Stuart Chaussee & Associates's SO Position: Q4 2025 in Review
Stuart Chaussee & Associates sold out of Southern Company (SO) in Q4 2025, closing a stake of 485 shares — an estimated $46K sold.
Stuart Chaussee & Associates first reported a position in SO in Q4 2015 and held it in 40 quarters. The position peaked at $231K in Q2 2016. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.
- Stuart Chaussee & Associates reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
- Stuart Chaussee & Associates sold 485 Southern Company shares in Q4 2025, an estimated $46K.
- Stuart Chaussee & Associates first reported a position in Southern Company in Q4 2015 and held it in 40 quarters.
- Stuart Chaussee & Associates's Southern Company position peaked at $231K in Q2 2016.
- 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.
Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.