Bill Few 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 | $572K | Sell |
6,227
-97
| -2% | -$8.91K | 0.16% | 103 |
|
|
2025
Q1 | $581K | Buy |
6,324
+500
| +9% | +$46K | 0.21% | 89 |
|
|
2024
Q4 | $479K | Sell |
5,824
-41
| -0.7% | -$3.38K | 0.17% | 98 |
|
|
2024
Q3 | $529K | Buy |
5,865
+151
| +3% | +$13.6K | 0.19% | 98 |
|
|
2024
Q2 | $443K | Buy |
5,714
+341
| +6% | +$26.5K | 0.17% | 103 |
|
|
2024
Q1 | $385K | Buy |
5,373
+1,300
| +32% | +$93.3K | 0.16% | 104 |
|
|
2023
Q4 | $286K | Hold |
4,073
| – | – | 0.13% | 124 |
|
|
2023
Q3 | $264K | Sell |
4,073
-150
| -4% | -$9.71K | 0.14% | 113 |
|
|
2023
Q2 | $297K | Buy |
4,223
+126
| +3% | +$8.85K | 0.15% | 110 |
|
|
2023
Q1 | $285K | Hold |
4,097
| – | – | 0.16% | 106 |
|
|
2022
Q4 | $293K | Hold |
4,097
| – | – | 0.17% | 99 |
|
|
2022
Q3 | $278K | Buy |
4,097
+250
| +6% | +$17K | 0.19% | 92 |
|
|
2022
Q2 | $274K | Sell |
3,847
-250
| -6% | -$17.8K | 0.18% | 97 |
|
|
2022
Q1 | $297K | Buy |
4,097
+310
| +8% | +$22.5K | 0.16% | 99 |
|
|
2021
Q4 | $260K | Buy |
+3,787
| New | +$260K | 0.13% | 104 |
|