Wedgewood Investors’s Southern Company SO Stock Holding History

Wedgewood Investors’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	$317K	Hold	3,450	–	–	0.36%	66
2025 Q1	$317K	Hold	3,450	–	–	0.38%	66
2024 Q4	$284K	Hold	3,450	–	–	0.33%	77
2024 Q3	$311K	Hold	3,450	–	–	0.34%	76
2024 Q2	$268K	Buy	+3,450	New	+$268K	0.32%	80
2023 Q4	$242K	Sell	3,450 -400	-10%	-$28K	0.3%	86
2023 Q3	$249K	Hold	3,850	–	–	0.34%	78
2023 Q2	$270K	Buy	3,850 +275	+8%	+$19.3K	0.35%	77
2023 Q1	$249K	Buy	3,575 +425	+13%	+$29.6K	0.33%	81
2022 Q4	$225K	Hold	3,150	–	–	0.3%	89
2022 Q3	$214K	Hold	3,150	–	–	0.33%	76
2022 Q2	$225K	Hold	3,150	–	–	0.32%	81
2022 Q1	$228K	Hold	3,150	–	–	0.28%	90
2021 Q4	$216K	Buy	+3,150	New	+$216K	0.25%	91
2021 Q2	–	Sell	-3,500	Closed	-$218K	–	96
2021 Q1	$218K	Sell	3,500 -250	-7%	-$15.6K	0.27%	92
2020 Q4	$230K	Buy	+3,750	New	+$230K	0.3%	83
2020 Q1	–	Sell	-3,250	Closed	-$207K	–	83
2019 Q4	$207K	Sell	3,250 -200	-6%	-$12.7K	0.3%	87
2019 Q3	$213K	Buy	+3,450	New	+$213K	0.32%	82
2018 Q3	–	Sell	-4,350	Closed	-$201K	–	87
2018 Q2	$201K	Buy	+4,350	New	+$201K	0.34%	83
2018 Q1	–	Sell	-4,650	Closed	-$224K	–	130
2017 Q4	$224K	Sell	4,650 -15	-0.3%	-$723	0.18%	109
2017 Q3	$229K	Hold	4,665	–	–	0.19%	108
2017 Q2	$223K	Sell	4,665 -300	-6%	-$14.3K	0.19%	109
2017 Q1	$247K	Hold	4,965	–	–	0.22%	99
2016 Q4	$244K	Buy	4,965 +300	+6%	+$14.7K	0.22%	98
2016 Q3	$239K	Hold	4,665	–	–	0.22%	96
2016 Q2	$250K	Hold	4,665	–	–	0.24%	93
2016 Q1	$241K	Sell	4,665 -350	-7%	-$18.1K	0.24%	90
2015 Q4	$235K	Hold	5,015	–	–	0.24%	92
2015 Q3	$224K	Hold	5,015	–	–	0.23%	96
2015 Q2	$210K	Hold	5,015	–	–	0.2%	112
2015 Q1	$222K	Hold	5,015	–	–	0.22%	108
2014 Q4	$246K	Hold	5,015	–	–	0.24%	95
2014 Q3	$219K	Buy	5,015 +250	+5%	+$10.9K	0.23%	101
2014 Q2	$216K	Hold	4,765	–	–	0.22%	106
2014 Q1	$209K	Buy	+4,765	New	+$209K	0.23%	109
2013 Q3	–	Sell	-4,765	Closed	-$210K	–	121
2013 Q2	$210K	Buy	+4,765	New	+$210K	0.27%	99