Bogart Wealth LLC’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 | $176K | Buy |
1,918
+260
| +16% | +$23.9K | 0.01% | 252 |
|
|
2025
Q1 | $152K | Buy |
1,658
+97
| +6% | +$8.92K | 0.01% | 249 |
|
|
2024
Q4 | $129K | Buy |
1,561
+13
| +0.8% | +$1.07K | 0.01% | 270 |
|
|
2024
Q3 | $140K | Buy |
1,548
+80
| +5% | +$7.21K | 0.01% | 264 |
|
|
2024
Q2 | $114K | Buy |
1,468
+2
| +0.1% | +$155 | 0.01% | 282 |
|
|
2024
Q1 | $105K | Buy |
1,466
+220
| +18% | +$15.8K | 0.01% | 275 |
|
|
2023
Q4 | $87.3K | Sell |
1,246
-18
| -1% | -$1.26K | ﹤0.01% | 288 |
|
|
2023
Q3 | $81.8K | Hold |
1,264
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $88.8K | Sell |
1,264
-105
| -8% | -$7.37K | 0.01% | 251 |
|
|
2023
Q1 | $95.2K | Sell |
1,369
-344
| -20% | -$23.9K | 0.01% | 235 |
|
|
2022
Q4 | $122K | Sell |
1,713
-28
| -2% | -$2K | 0.01% | 210 |
|
|
2022
Q3 | $118K | Buy |
1,741
+152
| +10% | +$10.3K | 0.01% | 205 |
|
|
2022
Q2 | $113K | Hold |
1,589
| – | – | 0.01% | 200 |
|
|
2022
Q1 | $115K | Hold |
1,589
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $109K | Hold |
1,589
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $98K | Hold |
1,589
| – | – | 0.01% | 189 |
|
|
2021
Q2 | $96K | Hold |
1,589
| – | – | 0.01% | 184 |
|
|
2021
Q1 | $99K | Hold |
1,589
| – | – | 0.01% | 170 |
|
|
2020
Q4 | $97K | Hold |
1,589
| – | – | 0.02% | 158 |
|
|
2020
Q3 | $86K | Sell |
1,589
-75
| -5% | -$4.06K | 0.02% | 157 |
|
|
2020
Q2 | $86K | Hold |
1,664
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $90K | Buy |
1,664
+4
| +0.2% | +$216 | 0.02% | 140 |
|
|
2019
Q4 | $106K | Hold |
1,660
| – | – | 0.03% | 138 |
|
|
2019
Q3 | $103K | Sell |
1,660
-28
| -2% | -$1.74K | 0.05% | 123 |
|
|
2019
Q2 | $93K | Hold |
1,688
| – | – | 0.06% | 119 |
|
|
2019
Q1 | $87K | Hold |
1,688
| – | – | 0.04% | 112 |
|
|
2018
Q4 | $74K | Hold |
1,688
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $74K | Sell |
1,688
-70
| -4% | -$3.07K | 0.04% | 119 |
|
|
2018
Q2 | $81K | Hold |
1,758
| – | – | 0.05% | 112 |
|
|
2018
Q1 | $79K | Sell |
1,758
-910
| -34% | -$40.9K | 0.05% | 106 |
|
|
2017
Q4 | $128K | Sell |
2,668
-6,420
| -71% | -$308K | 0.08% | 82 |
|
|
2017
Q3 | $451K | Sell |
9,088
-607
| -6% | -$30.1K | 0.33% | 50 |
|
|
2017
Q2 | $464K | Buy |
9,695
+976
| +11% | +$46.7K | 0.3% | 49 |
|
|
2017
Q1 | $434K | Buy |
8,719
+1,866
| +27% | +$92.9K | 0.29% | 51 |
|
|
2016
Q4 | $337K | Buy |
+6,853
| New | +$337K | 0.23% | 54 |
|