BIA
Biondo Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
138,499
+1,633
| +1% | +$150K | 1.68% | 18 |
|
|
2025
Q1 | $12.6M | Buy |
136,866
+3,508
| +3% | +$323K | 1.79% | 19 |
|
|
2024
Q4 | $11M | Buy |
133,358
+1,213
| +0.9% | +$99.9K | 1.51% | 24 |
|
|
2024
Q3 | $11.9M | Buy |
132,145
+485
| +0.4% | +$43.7K | 1.63% | 19 |
|
|
2024
Q2 | $10.2M | Buy |
131,660
+3,841
| +3% | +$298K | 1.51% | 20 |
|
|
2024
Q1 | $9.17M | Buy |
127,819
+1,420
| +1% | +$102K | 1.42% | 28 |
|
|
2023
Q4 | $8.86M | Sell |
126,399
-524
| -0.4% | -$36.7K | 1.51% | 24 |
|
|
2023
Q3 | $8.21M | Buy |
126,923
+6,209
| +5% | +$402K | 1.55% | 23 |
|
|
2023
Q2 | $8.48M | Buy |
120,714
+1,461
| +1% | +$103K | 1.57% | 25 |
|
|
2023
Q1 | $8.3M | Buy |
119,253
+981
| +0.8% | +$68.3K | 1.68% | 23 |
|
|
2022
Q4 | $8.53M | Sell |
118,272
-1,215
| -1% | -$87.6K | 1.9% | 21 |
|
|
2022
Q3 | $8.21M | Buy |
119,487
+1,296
| +1% | +$89K | 1.89% | 21 |
|
|
2022
Q2 | $8.51M | Buy |
118,191
+4,186
| +4% | +$301K | 1.87% | 22 |
|
|
2022
Q1 | $8.34M | Buy |
114,005
+4,960
| +5% | +$363K | 1.47% | 23 |
|
|
2021
Q4 | $7.55M | Buy |
109,045
+5,083
| +5% | +$352K | 1.26% | 26 |
|
|
2021
Q3 | $6.51M | Buy |
103,962
+1,720
| +2% | +$108K | 1.12% | 28 |
|
|
2021
Q2 | $6.25M | Buy |
102,242
+4,869
| +5% | +$298K | 1.07% | 30 |
|
|
2021
Q1 | $6.11M | Buy |
97,373
+3,552
| +4% | +$223K | 1.22% | 29 |
|
|
2020
Q4 | $5.82M | Buy |
93,821
+155
| +0.2% | +$9.62K | 1.12% | 30 |
|
|
2020
Q3 | $5.14M | Buy |
93,666
+4,532
| +5% | +$249K | 1.11% | 32 |
|
|
2020
Q2 | $4.68M | Sell |
89,134
-790
| -0.9% | -$41.5K | 1.18% | 32 |
|
|
2020
Q1 | $4.92M | Sell |
89,924
-1,622
| -2% | -$88.8K | 1.63% | 21 |
|
|
2019
Q4 | $5.89M | Buy |
91,546
+1,595
| +2% | +$103K | 1.36% | 20 |
|
|
2019
Q3 | $5.61M | Buy |
89,951
+13
| +0% | +$811 | 1.43% | 22 |
|
|
2019
Q2 | $5.03M | Buy |
89,938
+1,185
| +1% | +$66.2K | 1.19% | 28 |
|
|
2019
Q1 | $4.64M | Buy |
88,753
+485
| +0.5% | +$25.4K | 1.16% | 31 |
|
|
2018
Q4 | $3.93M | Sell |
88,268
-768
| -0.9% | -$34.2K | 1.19% | 28 |
|
|
2018
Q3 | $3.93M | Buy |
89,036
+3,147
| +4% | +$139K | 0.93% | 33 |
|
|
2018
Q2 | $4.03M | Buy |
85,889
+3,611
| +4% | +$169K | 1.02% | 36 |
|
|
2018
Q1 | $3.72M | Buy |
82,278
+3,002
| +4% | +$136K | 0.97% | 36 |
|
|
2017
Q4 | $3.86M | Buy |
79,276
+1,635
| +2% | +$79.5K | 0.97% | 35 |
|
|
2017
Q3 | $3.86M | Buy |
77,641
+1,975
| +3% | +$98.2K | 1.06% | 28 |
|
|
2017
Q2 | $3.67M | Buy |
75,666
+3,754
| +5% | +$182K | 1.06% | 28 |
|
|
2017
Q1 | $3.9M | Sell |
71,912
-1,264
| -2% | -$68.5K | 1.39% | 26 |
|
|
2016
Q4 | $3.6M | Buy |
73,176
+1,038
| +1% | +$51.1K | 1.19% | 26 |
|
|
2016
Q3 | $3.7M | Sell |
72,138
-174
| -0.2% | -$8.93K | 1.25% | 29 |
|
|
2016
Q2 | $3.88M | Buy |
72,312
+3,465
| +5% | +$186K | 1.38% | 27 |
|
|
2016
Q1 | $3.56M | Buy |
68,847
+1,470
| +2% | +$76K | 1.35% | 25 |
|
|
2015
Q4 | $3.15M | Buy |
67,377
+608
| +0.9% | +$28.4K | 1.05% | 27 |
|
|
2015
Q3 | $3.02M | Buy |
66,769
+1,639
| +3% | +$74.1K | 1% | 28 |
|
|
2015
Q2 | $2.73M | Buy |
65,130
+2,692
| +4% | +$113K | 0.82% | 33 |
|
|
2015
Q1 | $2.77M | Buy |
62,438
+3,644
| +6% | +$161K | 0.82% | 32 |
|
|
2014
Q4 | $2.89M | Buy |
58,794
+1,010
| +2% | +$49.6K | 0.87% | 30 |
|
|
2014
Q3 | $2.52M | Buy |
57,784
+3,124
| +6% | +$136K | 0.77% | 34 |
|
|
2014
Q2 | $2.48M | Buy |
54,660
+4,018
| +8% | +$182K | 0.78% | 33 |
|
|
2014
Q1 | $2.23M | Buy |
50,642
+10,331
| +26% | +$454K | 0.74% | 35 |
|
|
2013
Q4 | $1.66M | Buy |
40,311
+3,982
| +11% | +$164K | 0.57% | 42 |
|
|
2013
Q3 | $1.5M | Buy |
36,329
+5,123
| +16% | +$211K | 0.57% | 41 |
|
|
2013
Q2 | $1.38M | Buy |
+31,206
| New | +$1.38M | 0.6% | 43 |
|