Wilkins Investment Counsel’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
5,400
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $497K | Hold |
5,400
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $445K | Hold |
5,400
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $487K | Hold |
5,400
| – | – | 0.07% | 102 |
|
|
2024
Q2 | $419K | Hold |
5,400
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $387K | Buy |
5,400
+2,500
| +86% | +$179K | 0.06% | 107 |
|
|
2023
Q4 | $203K | Buy |
+2,900
| New | +$203K | 0.05% | 78 |
|
|
2023
Q3 | – | Sell |
-2,900
| Closed | -$204K | – | 74 |
|
|
2023
Q2 | $204K | Hold |
2,900
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $202K | Hold |
2,900
| – | – | 0.05% | 74 |
|
|
2022
Q4 | $207K | Buy |
+2,900
| New | +$207K | 0.05% | 75 |
|
|
2022
Q3 | – | Sell |
-2,900
| Closed | -$207K | – | 76 |
|
|
2022
Q2 | $207K | Hold |
2,900
| – | – | 0.05% | 76 |
|
|
2022
Q1 | $210K | Buy |
+2,900
| New | +$210K | 0.05% | 77 |
|