Aull & Monroe 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 | $7.09M | Sell |
77,238
-3,125
| -4% | -$287K | 3.81% | 3 |
|
|
2025
Q1 | $7.39M | Buy |
80,363
+694
| +0.9% | +$63.8K | 3.68% | 2 |
|
|
2024
Q4 | $6.56M | Sell |
79,669
-3,446
| -4% | -$284K | 3.34% | 3 |
|
|
2024
Q3 | $7.5M | Sell |
83,115
-1,770
| -2% | -$160K | 3.48% | 3 |
|
|
2024
Q2 | $6.58M | Sell |
84,885
-3,596
| -4% | -$279K | 3.22% | 3 |
|
|
2024
Q1 | $6.35M | Sell |
88,481
-885
| -1% | -$63.5K | 2.9% | 5 |
|
|
2023
Q4 | $6.27M | Sell |
89,366
-785
| -0.9% | -$55K | 3.09% | 4 |
|
|
2023
Q3 | $5.83M | Sell |
90,151
-595
| -0.7% | -$38.5K | 3.04% | 5 |
|
|
2023
Q2 | $6.37M | Sell |
90,746
-196
| -0.2% | -$13.8K | 3.21% | 3 |
|
|
2023
Q1 | $6.33M | Buy |
90,942
+2,842
| +3% | +$198K | 3.22% | 2 |
|
|
2022
Q4 | $6.29M | Sell |
88,100
-660
| -0.7% | -$47.1K | 3.13% | 3 |
|
|
2022
Q3 | $6.04M | Buy |
88,760
+11
| +0% | +$748 | 3.31% | 3 |
|
|
2022
Q2 | $6.33M | Sell |
88,749
-433
| -0.5% | -$30.9K | 3.2% | 2 |
|
|
2022
Q1 | $6.47M | Sell |
89,182
-94
| -0.1% | -$6.82K | 2.91% | 4 |
|
|
2021
Q4 | $6.12M | Sell |
89,276
-2,767
| -3% | -$190K | 2.73% | 7 |
|
|
2021
Q3 | $5.7M | Sell |
92,043
-932
| -1% | -$57.8K | 2.81% | 7 |
|
|
2021
Q2 | $5.63M | Sell |
92,975
-506
| -0.5% | -$30.6K | 2.67% | 6 |
|
|
2021
Q1 | $5.81M | Sell |
93,481
-1,588
| -2% | -$98.7K | 2.83% | 6 |
|
|
2020
Q4 | $5.84M | Sell |
95,069
-1,674
| -2% | -$103K | 3.11% | 5 |
|
|
2020
Q3 | $5.25M | Buy |
96,743
+204
| +0.2% | +$11.1K | 3.08% | 6 |
|
|
2020
Q2 | $5.01M | Sell |
96,539
-5,419
| -5% | -$281K | 3.09% | 6 |
|
|
2020
Q1 | $5.52M | Buy |
101,958
+610
| +0.6% | +$33K | 3.71% | 3 |
|
|
2019
Q4 | $6.46M | Buy |
101,348
+78
| +0.1% | +$4.97K | 3.28% | 2 |
|
|
2019
Q3 | $6.26M | Sell |
101,270
-589
| -0.6% | -$36.4K | 3.31% | 1 |
|
|
2019
Q2 | $5.63M | Sell |
101,859
-972
| -0.9% | -$53.7K | 2.99% | 3 |
|
|
2019
Q1 | $5.31M | Sell |
102,831
-3,951
| -4% | -$204K | 2.85% | 4 |
|
|
2018
Q4 | $4.69M | Sell |
106,782
-4,085
| -4% | -$179K | 2.68% | 6 |
|
|
2018
Q3 | $4.83M | Sell |
110,867
-132
| -0.1% | -$5.76K | 2.33% | 8 |
|
|
2018
Q2 | $5.14M | Buy |
110,999
+102
| +0.1% | +$4.72K | 2.64% | 6 |
|
|
2018
Q1 | $4.95M | Buy |
110,897
+809
| +0.7% | +$36.1K | 2.58% | 8 |
|
|
2017
Q4 | $5.29M | Sell |
110,088
-3,203
| -3% | -$154K | 2.67% | 5 |
|
|
2017
Q3 | $5.57M | Sell |
113,291
-735
| -0.6% | -$36.1K | 2.87% | 3 |
|
|
2017
Q2 | $5.46M | Sell |
114,026
-2,234
| -2% | -$107K | 2.92% | 3 |
|
|
2017
Q1 | $5.79M | Sell |
116,260
-163
| -0.1% | -$8.11K | 3.09% | 3 |
|
|
2016
Q4 | $5.73M | Sell |
116,423
-1,243
| -1% | -$61.1K | 3.21% | 3 |
|
|
2016
Q3 | $6.04M | Sell |
117,666
-287
| -0.2% | -$14.7K | 3.47% | 3 |
|
|
2016
Q2 | $6.33M | Sell |
117,953
-1,759
| -1% | -$94.3K | 3.64% | 3 |
|
|
2016
Q1 | $6.19M | Buy |
119,712
+306
| +0.3% | +$15.8K | 3.71% | 1 |
|
|
2015
Q4 | $5.59M | Sell |
119,406
-693
| -0.6% | -$32.4K | 3.47% | 2 |
|
|
2015
Q3 | $5.37M | Buy |
120,099
+185
| +0.2% | +$8.27K | 3.48% | 2 |
|
|
2015
Q2 | $5.3M | Sell |
119,914
-2,152
| -2% | -$95K | 3.11% | 3 |
|
|
2015
Q1 | $5.41M | Sell |
122,066
-1,270
| -1% | -$56.2K | 3.03% | 2 |
|
|
2014
Q4 | $6.06M | Sell |
123,336
-6,370
| -5% | -$313K | 3.29% | 2 |
|
|
2014
Q3 | $5.66M | Buy |
129,706
+1,604
| +1% | +$70K | 3% | 3 |
|
|
2014
Q2 | $5.81M | Sell |
128,102
-1,744
| -1% | -$79.2K | 3.11% | 2 |
|
|
2014
Q1 | $5.71M | Sell |
129,846
-593
| -0.5% | -$26.1K | 3.26% | 2 |
|
|
2013
Q4 | $5.36M | Buy |
130,439
+938
| +0.7% | +$38.6K | 3.13% | 2 |
|
|
2013
Q3 | $5.33M | Sell |
129,501
-1,089
| -0.8% | -$44.8K | 3.46% | 2 |
|
|
2013
Q2 | $5.76M | Buy |
+130,590
| New | +$5.76M | 3.88% | 1 |
|