Anchor Investment Management’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 | $6.95M | Buy |
75,684
+701
| +0.9% | +$64.4K | 0.61% | 40 |
|
|
2025
Q1 | $6.89M | Sell |
74,983
-1,338
| -2% | -$123K | 0.64% | 39 |
|
|
2024
Q4 | $6.28M | Sell |
76,321
-631
| -0.8% | -$51.9K | 0.59% | 41 |
|
|
2024
Q3 | $6.94M | Buy |
76,952
+347
| +0.5% | +$31.3K | 0.65% | 39 |
|
|
2024
Q2 | $5.94M | Sell |
76,605
-504
| -0.7% | -$39.1K | 0.61% | 42 |
|
|
2024
Q1 | $5.53M | Buy |
77,109
+1,497
| +2% | +$107K | 0.58% | 46 |
|
|
2023
Q4 | $5.3M | Sell |
75,612
-608
| -0.8% | -$42.6K | 0.61% | 43 |
|
|
2023
Q3 | $4.93M | Sell |
76,220
-59
| -0.1% | -$3.82K | 0.64% | 37 |
|
|
2023
Q2 | $5.36M | Buy |
76,279
+8,275
| +12% | +$581K | 0.68% | 38 |
|
|
2023
Q1 | $4.73M | Sell |
68,004
-1,983
| -3% | -$138K | 0.64% | 40 |
|
|
2022
Q4 | $5M | Buy |
69,987
+1,304
| +2% | +$93.1K | 0.72% | 34 |
|
|
2022
Q3 | $4.67M | Sell |
68,683
-3,155
| -4% | -$215K | 0.72% | 32 |
|
|
2022
Q2 | $5.12M | Buy |
71,838
+402
| +0.6% | +$28.7K | 0.74% | 37 |
|
|
2022
Q1 | $5.18M | Buy |
71,436
+8,252
| +13% | +$598K | 0.65% | 40 |
|
|
2021
Q4 | $4.33M | Sell |
63,184
-1,331
| -2% | -$91.3K | 0.54% | 51 |
|
|
2021
Q3 | $4M | Buy |
64,515
+1,694
| +3% | +$105K | 0.56% | 51 |
|
|
2021
Q2 | $3.8M | Buy |
62,821
+786
| +1% | +$47.6K | 0.53% | 54 |
|
|
2021
Q1 | $3.86M | Buy |
62,035
+9,903
| +19% | +$616K | 0.59% | 48 |
|
|
2020
Q4 | $3.2M | Buy |
52,132
+3,468
| +7% | +$213K | 0.58% | 55 |
|
|
2020
Q3 | $2.64M | Buy |
48,664
+1,310
| +3% | +$71K | 0.54% | 57 |
|
|
2020
Q2 | $2.46M | Buy |
47,354
+361
| +0.8% | +$18.7K | 0.55% | 54 |
|
|
2020
Q1 | $2.54M | Sell |
46,993
-891
| -2% | -$48.2K | 0.66% | 46 |
|
|
2019
Q4 | $3.05M | Buy |
47,884
+209
| +0.4% | +$13.3K | 0.65% | 42 |
|
|
2019
Q3 | $2.94M | Buy |
47,675
+411
| +0.9% | +$25.4K | 0.68% | 37 |
|
|
2019
Q2 | $2.61M | Sell |
47,264
-604
| -1% | -$33.4K | 0.62% | 43 |
|
|
2019
Q1 | $2.47M | Sell |
47,868
-487
| -1% | -$25.2K | 0.62% | 42 |
|
|
2018
Q4 | $2.12M | Sell |
48,355
-2,628
| -5% | -$115K | 0.6% | 47 |
|
|
2018
Q3 | $2.22M | Sell |
50,983
-982
| -2% | -$42.8K | 0.51% | 52 |
|
|
2018
Q2 | $2.41M | Buy |
51,965
+19
| +0% | +$880 | 0.59% | 40 |
|
|
2018
Q1 | $2.32M | Buy |
51,946
+1,191
| +2% | +$53.2K | 0.61% | 40 |
|
|
2017
Q4 | $2.44M | Buy |
50,755
+389
| +0.8% | +$18.7K | 0.65% | 39 |
|
|
2017
Q3 | $2.47M | Sell |
50,366
-1,064
| -2% | -$52.3K | 0.73% | 36 |
|
|
2017
Q2 | $2.46M | Sell |
51,430
-386
| -0.7% | -$18.5K | 0.82% | 30 |
|
|
2017
Q1 | $2.58M | Sell |
51,816
-1,039
| -2% | -$51.7K | 0.89% | 25 |
|
|
2016
Q4 | $2.6M | Sell |
52,855
-640
| -1% | -$31.5K | 0.97% | 23 |
|
|
2016
Q3 | $2.74M | Sell |
53,495
-187
| -0.3% | -$9.59K | 1.06% | 19 |
|
|
2016
Q2 | $2.88M | Buy |
53,682
+14
| +0% | +$751 | 1.14% | 14 |
|
|
2016
Q1 | $2.78M | Buy |
+53,668
| New | +$2.78M | 1.14% | 15 |
|