BLB&B Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $546K | Buy |
5,659
+1,060
| +23% | +$98.1K | 0.02% | 176 |
|
|
2025
Q4 | $401K | Buy |
4,599
+342
| +8% | +$31.2K | 0.02% | 207 |
|
|
2025
Q3 | $403K | Buy |
4,257
+278
| +7% | +$26K | 0.02% | 198 |
|
|
2025
Q2 | $365K | Hold |
3,979
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $366K | Sell |
3,979
-37
| -0.9% | -$3.2K | 0.02% | 209 |
|
|
2024
Q4 | $331K | Buy |
4,016
+128
| +3% | +$11.2K | 0.02% | 210 |
|
|
2024
Q3 | $351K | Hold |
3,888
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $302K | Hold |
3,888
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $279K | Buy |
3,888
+439
| +13% | +$30.3K | 0.02% | 235 |
|
|
2023
Q4 | $242K | Sell |
3,449
-63
| -2% | -$4.33K | 0.02% | 236 |
|
|
2023
Q3 | $227K | Sell |
3,512
-240
| -6% | -$16.7K | 0.02% | 226 |
|
|
2023
Q2 | $264K | Sell |
3,752
-2,580
| -41% | -$185K | 0.02% | 217 |
|
|
2023
Q1 | $441K | Sell |
6,332
-93
| -1% | -$6.26K | 0.03% | 158 |
|
|
2022
Q4 | $459K | Sell |
6,425
-210
| -3% | -$14K | 0.04% | 155 |
|
|
2022
Q3 | $451K | Sell |
6,635
-25
| -0.4% | -$1.89K | 0.04% | 155 |
|
|
2022
Q2 | $475K | Sell |
6,660
-1,040
| -14% | -$76.4K | 0.04% | 157 |
|
|
2022
Q1 | $558K | Sell |
7,700
-35
| -0.5% | -$2.37K | 0.04% | 155 |
|
|
2021
Q4 | $530K | Sell |
7,735
-1,020
| -12% | -$65K | 0.03% | 161 |
|
|
2021
Q3 | $543K | Sell |
8,755
-1,230
| -12% | -$79.2K | 0.04% | 177 |
|
|
2021
Q2 | $604K | Buy |
9,985
+104
| +1% | +$6.65K | 0.04% | 153 |
|
|
2021
Q1 | $614K | Sell |
9,881
-655
| -6% | -$39.2K | 0.05% | 152 |
|
|
2020
Q4 | $647K | Sell |
10,536
-1,171
| -10% | -$70.4K | 0.05% | 155 |
|
|
2020
Q3 | $635K | Sell |
11,707
-1,195
| -9% | -$63.9K | 0.06% | 140 |
|
|
2020
Q2 | $669K | Hold |
12,902
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $699K | Buy |
12,902
+908
| +8% | +$57.5K | 0.09% | 129 |
|
|
2019
Q4 | $764K | Buy |
11,994
+16
| +0.1% | +$992 | 0.08% | 154 |
|
|
2019
Q3 | $740K | Buy |
11,978
+1,000
| +9% | +$58K | 0.08% | 151 |
|
|
2019
Q2 | $607K | Sell |
10,978
-1,800
| -14% | -$96.4K | 0.07% | 173 |
|
|
2019
Q1 | $660K | Sell |
12,778
-1,100
| -8% | -$53.9K | 0.08% | 167 |
|
|
2018
Q4 | $610K | Sell |
13,878
-200
| -1% | -$9.09K | 0.08% | 162 |
|
|
2018
Q3 | $614K | Hold |
14,078
| – | – | 0.08% | 178 |
|
|
2018
Q2 | $652K | Hold |
14,078
| – | – | 0.09% | 159 |
|
|
2018
Q1 | $629K | Buy |
14,078
+625
| +5% | +$27.7K | 0.08% | 165 |
|
|
2017
Q4 | $647K | Hold |
13,453
| – | – | 0.09% | 169 |
|
|
2017
Q3 | $661K | Buy |
13,453
+260
| +2% | +$12.6K | 0.1% | 162 |
|
|
2017
Q2 | $632K | Hold |
13,193
| – | – | 0.1% | 161 |
|
|
2017
Q1 | $657K | Buy |
13,193
+300
| +2% | +$14.8K | 0.11% | 152 |
|
|
2016
Q4 | $634K | Hold |
12,893
| – | – | 0.11% | 162 |
|
|
2016
Q3 | $661K | Sell |
12,893
-740
| -5% | -$39K | 0.12% | 150 |
|
|
2016
Q2 | $724K | Buy |
13,633
+235
| +2% | +$11.8K | 0.14% | 139 |
|
|
2016
Q1 | $693K | Buy |
13,398
+1,600
| +14% | +$77.9K | 0.14% | 134 |
|
|
2015
Q4 | $552K | Buy |
11,798
+575
| +5% | +$26.1K | 0.12% | 149 |
|
|
2015
Q3 | $502K | Sell |
11,223
-206
| -2% | -$9.04K | 0.11% | 155 |
|
|
2015
Q2 | $479K | Buy |
11,429
+473
| +4% | +$20.6K | 0.1% | 158 |
|
|
2015
Q1 | $485K | Sell |
10,956
-260
| -2% | -$12.4K | 0.1% | 158 |
|
|
2014
Q4 | $551K | Buy |
11,216
+350
| +3% | +$16.5K | 0.12% | 147 |
|
|
2014
Q3 | $474K | Buy |
10,866
+1,310
| +14% | +$57.5K | 0.1% | 173 |
|
|
2014
Q2 | $434K | Buy |
9,556
+671
| +8% | +$29.7K | 0.09% | 189 |
|
|
2014
Q1 | $390K | Buy |
8,885
+347
| +4% | +$14.5K | 0.09% | 201 |
|
|
2013
Q4 | $351K | Buy |
8,538
+488
| +6% | +$20.1K | 0.08% | 185 |
|
|
2013
Q3 | $331K | Buy |
8,050
+1,037
| +15% | +$44.7K | 0.09% | 184 |
|
|
2013
Q2 | $309K | Buy |
+7,013
| New | +$322K | 0.09% | 188 |
|
Other funds holding SO
VCM
VPM
