Baugh & Associates’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 | $5.01M | Sell |
58,803
-2,683
| -4% | -$228K | 2.61% | 15 |
|
|
2025
Q1 | $5.45M | Sell |
61,486
-4
| -0% | -$354 | 2.76% | 16 |
|
|
2024
Q4 | $4.91M | Sell |
61,490
-3
| -0% | -$239 | 2.54% | 17 |
|
|
2024
Q3 | $5.38M | Buy |
61,493
+210
| +0.3% | +$18.4K | 2.77% | 15 |
|
|
2024
Q2 | $4.93M | Sell |
61,283
-2,431
| -4% | -$196K | 2.56% | 19 |
|
|
2024
Q1 | $4.57M | Sell |
63,714
-630
| -1% | -$45.2K | 2.43% | 21 |
|
|
2023
Q4 | $4.51M | Sell |
64,344
-722
| -1% | -$50.6K | 2.59% | 19 |
|
|
2023
Q3 | $4.21M | Buy |
65,066
+2,092
| +3% | +$135K | 2.63% | 19 |
|
|
2023
Q2 | $4.42M | Buy |
62,974
+1,004
| +2% | +$70.5K | 2.66% | 14 |
|
|
2023
Q1 | $4.39M | Buy |
61,970
+4,066
| +7% | +$288K | 2.8% | 15 |
|
|
2022
Q4 | $4.14M | Sell |
57,904
-55
| -0.1% | -$3.93K | 2.68% | 18 |
|
|
2022
Q3 | $3.94M | Sell |
57,959
-50
| -0.1% | -$3.4K | 2.79% | 17 |
|
|
2022
Q2 | $4.14M | Sell |
58,009
-610
| -1% | -$43.5K | 2.78% | 16 |
|
|
2022
Q1 | $4.25M | Sell |
58,619
-205
| -0.3% | -$14.9K | 2.5% | 19 |
|
|
2021
Q4 | $4.03M | Hold |
58,824
| – | – | 2.23% | 21 |
|
|
2021
Q3 | $3.65M | Sell |
58,824
-20
| -0% | -$1.24K | 2.23% | 23 |
|
|
2021
Q2 | $3.56M | Sell |
58,844
-531
| -0.9% | -$32.1K | 2.21% | 25 |
|
|
2021
Q1 | $3.69M | Buy |
59,375
+47
| +0.1% | +$2.92K | 2.44% | 25 |
|
|
2020
Q4 | $3.65M | Sell |
59,328
-1,079
| -2% | -$66.3K | 2.6% | 20 |
|
|
2020
Q3 | $3.28M | Sell |
60,407
-514
| -0.8% | -$27.9K | 2.57% | 18 |
|
|
2020
Q2 | $3.16M | Buy |
60,921
+885
| +1% | +$45.9K | 2.52% | 19 |
|
|
2020
Q1 | $3.25M | Buy |
60,036
+2,500
| +4% | +$135K | 3.14% | 13 |
|
|
2019
Q4 | $3.67M | Sell |
57,536
-430
| -0.7% | -$27.4K | 2.68% | 21 |
|
|
2019
Q3 | $3.58M | Sell |
57,966
-215
| -0.4% | -$13.3K | 2.77% | 18 |
|
|
2019
Q2 | $3.22M | Sell |
58,181
-8,648
| -13% | -$478K | 2.55% | 24 |
|
|
2019
Q1 | $3.45M | Sell |
66,829
-397
| -0.6% | -$20.5K | 2.77% | 17 |
|
|
2018
Q4 | $2.95M | Buy |
67,226
+10,687
| +19% | +$469K | 2.54% | 21 |
|
|
2018
Q3 | $2.47M | Sell |
56,539
-1,090
| -2% | -$47.5K | 1.97% | 33 |
|
|
2018
Q2 | $2.67M | Sell |
57,629
-5,710
| -9% | -$264K | 2.33% | 29 |
|
|
2018
Q1 | $2.83M | Sell |
63,339
-235
| -0.4% | -$10.5K | 2.28% | 28 |
|
|
2017
Q4 | $3.06M | Buy |
+63,574
| New | +$3.06M | 2.58% | 23 |
|