Atlas Brown’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 | $510K | Sell |
5,554
-623
| -10% | -$57.2K | 0.16% | 123 |
|
|
2025
Q1 | $568K | Buy |
6,177
+73
| +1% | +$6.71K | 0.2% | 107 |
|
|
2024
Q4 | $502K | Buy |
6,104
+18
| +0.3% | +$1.48K | 0.17% | 123 |
|
|
2024
Q3 | $549K | Sell |
6,086
-1,329
| -18% | -$120K | 0.19% | 117 |
|
|
2024
Q2 | $575K | Buy |
7,415
+56
| +0.8% | +$4.34K | 0.21% | 112 |
|
|
2024
Q1 | $528K | Sell |
7,359
-1,461
| -17% | -$105K | 0.19% | 113 |
|
|
2023
Q4 | $618K | Buy |
8,820
+251
| +3% | +$17.6K | 0.26% | 103 |
|
|
2023
Q3 | $555K | Buy |
8,569
+53
| +0.6% | +$3.43K | 0.25% | 100 |
|
|
2023
Q2 | $598K | Buy |
8,516
+50
| +0.6% | +$3.51K | 0.26% | 103 |
|
|
2023
Q1 | $589K | Buy |
8,466
+53
| +0.6% | +$3.69K | 0.27% | 105 |
|
|
2022
Q4 | $601K | Sell |
8,413
-2,488
| -23% | -$178K | 0.3% | 101 |
|
|
2022
Q3 | $741K | Buy |
10,901
+45
| +0.4% | +$3.06K | 0.38% | 84 |
|
|
2022
Q2 | $774K | Buy |
10,856
+47
| +0.4% | +$3.35K | 0.37% | 84 |
|
|
2022
Q1 | $784K | Sell |
10,809
-13
| -0.1% | -$943 | 0.32% | 92 |
|
|
2021
Q4 | $742K | Buy |
10,822
+98
| +0.9% | +$6.72K | 0.29% | 106 |
|
|
2021
Q3 | $665K | Sell |
10,724
-626
| -6% | -$38.8K | 0.29% | 103 |
|
|
2021
Q2 | $687K | Buy |
11,350
+201
| +2% | +$12.2K | 0.3% | 99 |
|
|
2021
Q1 | $693K | Buy |
11,149
+779
| +8% | +$48.4K | 0.33% | 94 |
|
|
2020
Q4 | $637K | Buy |
10,370
+3
| +0% | +$184 | 0.33% | 93 |
|
|
2020
Q3 | $562K | Buy |
10,367
+513
| +5% | +$27.8K | 0.33% | 87 |
|
|
2020
Q2 | $511K | Sell |
9,854
-82
| -0.8% | -$4.25K | 0.32% | 91 |
|
|
2020
Q1 | $538K | Buy |
9,936
+619
| +7% | +$33.5K | 0.42% | 70 |
|
|
2019
Q4 | $593K | Buy |
9,317
+46
| +0.5% | +$2.93K | 0.37% | 81 |
|
|
2019
Q3 | $573K | Buy |
9,271
+140
| +2% | +$8.65K | 0.41% | 76 |
|
|
2019
Q2 | $505K | Buy |
9,131
+113
| +1% | +$6.25K | 0.35% | 80 |
|
|
2019
Q1 | $466K | Buy |
9,018
+269
| +3% | +$13.9K | 0.33% | 87 |
|
|
2018
Q4 | $384K | Buy |
8,749
+358
| +4% | +$15.7K | 0.3% | 90 |
|
|
2018
Q3 | $366K | Sell |
8,391
-132
| -2% | -$5.76K | 0.22% | 107 |
|
|
2018
Q2 | $403K | Buy |
8,523
+38
| +0.4% | +$1.8K | 0.09% | 98 |
|
|
2018
Q1 | $379K | Buy |
8,485
+445
| +6% | +$19.9K | 0.07% | 101 |
|
|
2017
Q4 | $354K | Buy |
8,040
+559
| +7% | +$24.6K | 0.06% | 108 |
|
|
2017
Q3 | $368K | Buy |
7,481
+91
| +1% | +$4.48K | 0.08% | 94 |
|
|
2017
Q2 | $354K | Sell |
7,390
-233
| -3% | -$11.2K | 0.31% | 93 |
|
|
2017
Q1 | $379K | Buy |
7,623
+1,368
| +22% | +$68K | 0.3% | 87 |
|
|
2016
Q4 | $321K | Hold |
6,255
| – | – | 0.13% | 94 |
|
|
2016
Q3 | $321K | Hold |
6,255
| – | – | 0.13% | 94 |
|
|
2016
Q2 | $335K | Hold |
6,255
| – | – | 0.14% | 90 |
|
|
2016
Q1 | $324K | Buy |
6,255
+825
| +15% | +$42.7K | 0.14% | 91 |
|
|
2015
Q4 | $258K | Sell |
5,430
-65
| -1% | -$3.09K | 0.16% | 97 |
|
|
2015
Q3 | $246K | Hold |
5,495
| – | – | 0.11% | 105 |
|
|
2015
Q2 | $250K | Hold |
5,495
| – | – | 0.1% | 104 |
|
|
2015
Q1 | $243K | Hold |
5,495
| – | – | 0.07% | 98 |
|
|
2014
Q4 | $270K | Buy |
5,495
+700
| +15% | +$34.4K | 0.07% | 90 |
|
|
2014
Q3 | $209K | Hold |
4,795
| – | – | 0.08% | 97 |
|
|
2014
Q2 | $218K | Buy |
+4,795
| New | +$218K | 0.11% | 93 |
|