Summitry LLC’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
Q3 | $745K | Buy |
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|
2025
Q2 | $566K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $522K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $531K | Hold |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $458K | Hold |
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|
2020
Q3 | $404K | Hold |
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|
2020
Q2 | $386K | Hold |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $466K | Buy |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $333K | Hold |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $366K | Hold |
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|
2017
Q2 | $357K | Hold |
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|
2017
Q1 | $371K | Hold |
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|
2016
Q4 | $366K | Sell |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $448K | Hold |
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|
2016
Q1 | $432K | Sell |
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|
2015
Q4 | $592K | Hold |
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|
2015
Q3 | $565K | Hold |
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|
2015
Q2 | $530K | Sell |
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|
2015
Q1 | $578K | Hold |
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|
2014
Q4 | $641K | Sell |
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|
2014
Q3 | $587K | Hold |
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|
2014
Q2 | $610K | Hold |
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|
2014
Q1 | $591K | Hold |
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|
2013
Q4 | $553K | Sell |
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|
2013
Q3 | $587K | Sell |
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|
2013
Q2 | $634K | Buy |
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