Anchor Capital Advisors’s Southern Company SO Stock Holding History

Anchor Capital Advisors’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	$275K	Hold	3,000	–	–	0.01%	223
2025 Q1	$276K	Hold	3,000	–	–	0.01%	225
2024 Q4	$247K	Sell	3,000 -100	-3%	-$8.23K	0.01%	232
2024 Q3	$280K	Sell	3,100 -200	-6%	-$18K	0.01%	224
2024 Q2	$256K	Hold	3,300	–	–	0.01%	233
2024 Q1	$237K	Sell	3,300 -100	-3%	-$7.17K	0.01%	233
2023 Q4	$238K	Hold	3,400	–	–	0.01%	230
2023 Q3	$220K	Hold	3,400	–	–	0.01%	257
2023 Q2	$239K	Hold	3,400	–	–	0.01%	254
2023 Q1	$237K	Hold	3,400	–	–	0.01%	255
2022 Q4	$243K	Hold	3,400	–	–	0.01%	252
2022 Q3	$231K	Hold	3,400	–	–	0.01%	253
2022 Q2	$242K	Hold	3,400	–	–	0.01%	257
2022 Q1	$247K	Hold	3,400	–	–	0.01%	262
2021 Q4	$233K	Hold	3,400	–	–	﹤0.01%	257
2021 Q3	$211K	Sell	3,400 -450	-12%	-$27.9K	﹤0.01%	255
2021 Q2	$233K	Sell	3,850 -1,100	-22%	-$66.6K	﹤0.01%	252
2021 Q1	$308K	Sell	4,950 -50	-1%	-$3.11K	0.01%	242
2020 Q4	$307K	Hold	5,000	–	–	0.01%	236
2020 Q3	$271K	Hold	5,000	–	–	0.01%	234
2020 Q2	$259K	Hold	5,000	–	–	0.01%	230
2020 Q1	$271K	Hold	5,000	–	–	0.01%	222
2019 Q4	$319K	Hold	5,000	–	–	0.01%	231
2019 Q3	$309K	Hold	5,000	–	–	0.01%	236
2019 Q2	$276K	Hold	5,000	–	–	0.01%	232
2019 Q1	$258	Hold	5,000	–	–	0.01%	233
2018 Q4	$220K	Sell	5,000 -50	-1%	-$2.2K	0.01%	253
2018 Q3	$220K	Hold	5,050	–	–	0.01%	261
2018 Q2	$234K	Buy	+5,050	New	+$234K	0.01%	267
2018 Q1	–	Sell	-4,750	Closed	-$228K	–	309
2017 Q4	$228K	Hold	4,750	–	–	0.01%	258
2017 Q3	$233K	Hold	4,750	–	–	0.01%	247
2017 Q2	$227K	Hold	4,750	–	–	0.01%	255
2017 Q1	$236K	Hold	4,750	–	–	0.01%	255
2016 Q4	$234K	Hold	4,750	–	–	0.01%	260
2016 Q3	$244K	Hold	4,750	–	–	0.01%	258
2016 Q2	$255K	Hold	4,750	–	–	0.01%	263
2016 Q1	$246K	Hold	4,750	–	–	0.01%	259
2015 Q4	$222K	Hold	4,750	–	–	0.01%	275
2015 Q3	$212K	Buy	+4,750	New	+$212K	0.01%	268
2015 Q2	–	Sell	-5,000	Closed	-$221K	–	294
2015 Q1	$221K	Hold	5,000	–	–	﹤0.01%	284
2014 Q4	$246K	Hold	5,000	–	–	0.01%	292
2014 Q3	$218K	Hold	5,000	–	–	﹤0.01%	310
2014 Q2	$227K	Hold	5,000	–	–	﹤0.01%	307
2014 Q1	$220K	Hold	5,000	–	–	﹤0.01%	301
2013 Q4	$206K	Sell	5,000 -1,350	-21%	-$55.6K	﹤0.01%	297
2013 Q3	$261K	Hold	6,350	–	–	0.01%	277
2013 Q2	$280K	Buy	+6,350	New	+$280K	0.01%	266