Violich Capital Management’s Southern Company SO Stock Holding History

Violich Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Hold	4,629	–	–	0.06%	77
2025 Q1	$426K	Hold	4,629	–	–	0.06%	81
2024 Q4	$381K	Sell	4,629 -50	-1%	-$4.12K	0.05%	83
2024 Q3	$422K	Buy	4,679 +84	+2%	+$7.58K	0.05%	86
2024 Q2	$356K	Hold	4,595	–	–	0.05%	89
2024 Q1	$330K	Hold	4,595	–	–	0.05%	91
2023 Q4	$322K	Hold	4,595	–	–	0.05%	88
2023 Q3	$297K	Hold	4,595	–	–	0.05%	90
2023 Q2	$323K	Hold	4,595	–	–	0.05%	93
2023 Q1	$320K	Hold	4,595	–	–	0.05%	89
2022 Q4	$328K	Sell	4,595 -66	-1%	-$4.71K	0.06%	86
2022 Q3	$317K	Hold	4,661	–	–	0.06%	87
2022 Q2	$332K	Hold	4,661	–	–	0.06%	87
2022 Q1	$338K	Sell	4,661 -68	-1%	-$4.93K	0.05%	92
2021 Q4	$324K	Sell	4,729 -50	-1%	-$3.43K	0.05%	97
2021 Q3	$296K	Buy	4,779 +1,379	+41%	+$85.4K	0.05%	99
2021 Q2	$206K	Sell	3,400 -1,379	-29%	-$83.6K	0.03%	114
2021 Q1	$297K	Hold	4,779	–	–	0.05%	90
2020 Q4	$294K	Hold	4,779	–	–	0.06%	86
2020 Q3	$259K	Sell	4,779 -1,000	-17%	-$54.2K	0.05%	87
2020 Q2	$300K	Hold	5,779	–	–	0.07%	89
2020 Q1	$313K	Hold	5,779	–	–	0.08%	80
2019 Q4	$368K	Hold	5,779	–	–	0.08%	89
2019 Q3	$357K	Hold	5,779	–	–	0.09%	88
2019 Q2	$319K	Hold	5,779	–	–	0.08%	94
2019 Q1	$299K	Hold	5,779	–	–	0.08%	95
2018 Q4	$254K	Hold	5,779	–	–	0.07%	94
2018 Q3	$252K	Sell	5,779 -425	-7%	-$18.5K	0.06%	105
2018 Q2	$287K	Hold	6,204	–	–	0.07%	97
2018 Q1	$277K	Hold	6,204	–	–	0.07%	92
2017 Q4	$298K	Sell	6,204 -1,570	-20%	-$75.4K	0.08%	92
2017 Q3	$382K	Sell	7,774 -200	-3%	-$9.83K	0.1%	79
2017 Q2	$382K	Hold	7,974	–	–	0.11%	78
2017 Q1	$397K	Hold	7,974	–	–	0.12%	76
2016 Q4	$390K	Hold	7,974	–	–	0.12%	77
2016 Q3	$409K	Buy	7,974 +200	+3%	+$10.3K	0.14%	73
2016 Q2	$417K	Hold	7,774	–	–	0.13%	70
2016 Q1	$402K	Hold	7,774	–	–	0.13%	71
2015 Q4	$364K	Sell	7,774 -303	-4%	-$14.2K	0.12%	71
2015 Q3	$361K	Hold	8,077	–	–	0.13%	71
2015 Q2	$338K	Hold	8,077	–	–	0.11%	80
2015 Q1	$358K	Sell	8,077 -1,000	-11%	-$44.3K	0.12%	80
2014 Q4	$446K	Hold	9,077	–	–	0.14%	77
2014 Q3	$396K	Sell	9,077 -480	-5%	-$20.9K	0.13%	77
2014 Q2	$434K	Hold	9,557	–	–	0.15%	76
2014 Q1	$420K	Sell	9,557 -750	-7%	-$33K	0.15%	72
2013 Q4	$424K	Sell	10,307 -100	-1%	-$4.11K	0.15%	70
2013 Q3	$429K	Hold	10,407	–	–	0.17%	73
2013 Q2	$459K	Buy	+10,407	New	+$459K	0.19%	74