Wilkins Investment Counsel’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 | $483K | Sell |
|
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|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $497K | Hold |
|
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|
2024
Q4 | $445K | Hold |
|
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|
2024
Q3 | $487K | Hold |
|
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|
2024
Q2 | $419K | Hold |
|
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|
2024
Q1 | $387K | Buy |
|
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|
2023
Q4 | $203K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $204K | Hold |
|
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|
2023
Q1 | $202K | Hold |
|
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|
2022
Q4 | $207K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $207K | Hold |
|
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|
2022
Q1 | $210K | Buy |
|