Appleton Partners’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 | $314K | Sell |
3,423
-773
| -18% | -$70.9K | 0.02% | 220 |
|
|
2025
Q1 | $386K | Hold |
4,196
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $345K | Sell |
4,196
-24
| -0.6% | -$1.97K | 0.03% | 210 |
|
|
2024
Q3 | $381K | Hold |
4,220
| – | – | 0.03% | 199 |
|
|
2024
Q2 | $327K | Sell |
4,220
-136
| -3% | -$10.5K | 0.03% | 210 |
|
|
2024
Q1 | $312K | Sell |
4,356
-1,300
| -23% | -$93.1K | 0.02% | 222 |
|
|
2023
Q4 | $397K | Sell |
5,656
-54
| -0.9% | -$3.79K | 0.03% | 211 |
|
|
2023
Q3 | $370K | Sell |
5,710
-198
| -3% | -$12.8K | 0.03% | 222 |
|
|
2023
Q2 | $415K | Sell |
5,908
-281
| -5% | -$19.7K | 0.04% | 215 |
|
|
2023
Q1 | $431K | Buy |
6,189
+502
| +9% | +$35K | 0.04% | 218 |
|
|
2022
Q4 | $406K | Hold |
5,687
| – | – | 0.04% | 223 |
|
|
2022
Q3 | $387K | Buy |
+5,687
| New | +$387K | 0.04% | 224 |
|
|
2022
Q1 | – | Sell |
-3,013
| Closed | -$207K | – | 316 |
|
|
2021
Q4 | $207K | Buy |
+3,013
| New | +$207K | 0.02% | 303 |
|
|
2021
Q2 | – | Sell |
-3,273
| Closed | -$203K | – | 291 |
|
|
2021
Q1 | $203K | Sell |
3,273
-528
| -14% | -$32.7K | 0.02% | 277 |
|
|
2020
Q4 | $233K | Sell |
3,801
-179
| -4% | -$11K | 0.02% | 256 |
|
|
2020
Q3 | $216K | Buy |
3,980
+119
| +3% | +$6.46K | 0.02% | 254 |
|
|
2020
Q2 | $200K | Sell |
3,861
-989
| -20% | -$51.2K | 0.02% | 251 |
|
|
2020
Q1 | $263K | Sell |
4,850
-180
| -4% | -$9.76K | 0.04% | 227 |
|
|
2019
Q4 | $320K | Buy |
5,030
+150
| +3% | +$9.54K | 0.04% | 234 |
|
|
2019
Q3 | $301K | Sell |
4,880
-225
| -4% | -$13.9K | 0.04% | 235 |
|
|
2019
Q2 | $282K | Buy |
5,105
+900
| +21% | +$49.7K | 0.03% | 240 |
|
|
2019
Q1 | $217K | Sell |
4,205
-1,100
| -21% | -$56.8K | 0.03% | 251 |
|
|
2018
Q4 | $233K | Sell |
5,305
-200
| -4% | -$8.78K | 0.03% | 237 |
|
|
2018
Q3 | $240K | Sell |
5,505
-490
| -8% | -$21.4K | 0.03% | 240 |
|
|
2018
Q2 | $278K | Sell |
5,995
-1,257
| -17% | -$58.3K | 0.04% | 227 |
|
|
2018
Q1 | $324K | Sell |
7,252
-2,606
| -26% | -$116K | 0.05% | 213 |
|
|
2017
Q4 | $474K | Sell |
9,858
-300
| -3% | -$14.4K | 0.07% | 181 |
|
|
2017
Q3 | $499K | Buy |
10,158
+167
| +2% | +$8.2K | 0.08% | 166 |
|
|
2017
Q2 | $478K | Sell |
9,991
-192
| -2% | -$9.19K | 0.08% | 171 |
|
|
2017
Q1 | $507K | Sell |
10,183
-965
| -9% | -$48K | 0.09% | 163 |
|
|
2016
Q4 | $548K | Sell |
11,148
-1,625
| -13% | -$79.9K | 0.11% | 142 |
|
|
2016
Q3 | $655K | Buy |
12,773
+125
| +1% | +$6.41K | 0.12% | 142 |
|
|
2016
Q2 | $678K | Buy |
12,648
+144
| +1% | +$7.72K | 0.14% | 121 |
|
|
2016
Q1 | $647K | Buy |
12,504
+590
| +5% | +$30.5K | 0.13% | 128 |
|
|
2015
Q4 | $557K | Buy |
11,914
+860
| +8% | +$40.2K | 0.11% | 139 |
|
|
2015
Q3 | $494K | Sell |
11,054
-1,545
| -12% | -$69K | 0.11% | 133 |
|
|
2015
Q2 | $528K | Sell |
12,599
-406
| -3% | -$17K | 0.12% | 119 |
|
|
2015
Q1 | $576K | Buy |
13,005
+6,840
| +111% | +$303K | 0.13% | 116 |
|
|
2014
Q4 | $303K | Buy |
6,165
+825
| +15% | +$40.5K | 0.07% | 150 |
|
|
2014
Q3 | $233K | Buy |
+5,340
| New | +$233K | 0.05% | 167 |
|