Violich Capital Management’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 | $439K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $426K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $300K | Hold |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $299K | Hold |
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|
2018
Q4 | $254K | Hold |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $277K | Hold |
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|
2017
Q4 | $298K | Sell |
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|
2017
Q3 | $382K | Sell |
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|
2017
Q2 | $382K | Hold |
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|
2017
Q1 | $397K | Hold |
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|
2016
Q4 | $390K | Hold |
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|
2016
Q3 | $409K | Buy |
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|
2016
Q2 | $417K | Hold |
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|
2016
Q1 | $402K | Hold |
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|
2015
Q4 | $364K | Sell |
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|
2015
Q3 | $361K | Hold |
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|
2015
Q2 | $338K | Hold |
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|
2015
Q1 | $358K | Sell |
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|
2014
Q4 | $446K | Hold |
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|
2014
Q3 | $396K | Sell |
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|
2014
Q2 | $434K | Hold |
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|
2014
Q1 | $420K | Sell |
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|
2013
Q4 | $424K | Sell |
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|
2013
Q3 | $429K | Hold |
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|
2013
Q2 | $459K | Buy |
|