Bragg Financial Advisors’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 | $13.8M | Sell |
150,212
-763
| -0.5% | -$70.1K | 0.49% | 77 |
|
|
2025
Q1 | $13.9M | Buy |
150,975
+1,251
| +0.8% | +$115K | 0.57% | 73 |
|
|
2024
Q4 | $12.3M | Sell |
149,724
-145
| -0.1% | -$11.9K | 0.5% | 78 |
|
|
2024
Q3 | $13.5M | Buy |
149,869
+1,655
| +1% | +$149K | 0.56% | 73 |
|
|
2024
Q2 | $11.5M | Buy |
148,214
+955
| +0.6% | +$74.1K | 0.51% | 79 |
|
|
2024
Q1 | $10.6M | Buy |
147,259
+2,668
| +2% | +$191K | 0.47% | 90 |
|
|
2023
Q4 | $10.1M | Buy |
144,591
+3,199
| +2% | +$224K | 0.48% | 84 |
|
|
2023
Q3 | $9.15M | Buy |
141,392
+3,185
| +2% | +$206K | 0.48% | 79 |
|
|
2023
Q2 | $9.71M | Buy |
138,207
+7,429
| +6% | +$522K | 0.53% | 80 |
|
|
2023
Q1 | $9.1M | Buy |
130,778
+4,618
| +4% | +$321K | 0.54% | 79 |
|
|
2022
Q4 | $9.01M | Buy |
126,160
+12,444
| +11% | +$889K | 0.55% | 73 |
|
|
2022
Q3 | $7.73M | Buy |
113,716
+5,454
| +5% | +$371K | 0.53% | 77 |
|
|
2022
Q2 | $7.72M | Buy |
108,262
+4,536
| +4% | +$323K | 0.51% | 81 |
|
|
2022
Q1 | $7.52M | Sell |
103,726
-6,120
| -6% | -$444K | 0.44% | 91 |
|
|
2021
Q4 | $6.81M | Hold |
109,846
| – | – | 0.44% | 92 |
|
|
2021
Q3 | $6.81M | Sell |
109,846
-3,797
| -3% | -$235K | 0.44% | 92 |
|
|
2021
Q2 | $6.88M | Sell |
113,643
-3,625
| -3% | -$219K | 0.44% | 91 |
|
|
2021
Q1 | $7.29M | Sell |
117,268
-11,848
| -9% | -$736K | 0.49% | 84 |
|
|
2020
Q4 | $7.93M | Buy |
129,116
+443
| +0.3% | +$27.2K | 0.69% | 53 |
|
|
2020
Q3 | $6.98M | Buy |
128,673
+1,324
| +1% | +$71.8K | 0.72% | 51 |
|
|
2020
Q2 | $6.6M | Sell |
127,349
-4,818
| -4% | -$250K | 0.74% | 50 |
|
|
2020
Q1 | $7.16M | Sell |
132,167
-5,303
| -4% | -$287K | 0.96% | 32 |
|
|
2019
Q4 | $8.76M | Sell |
137,470
-1,077
| -0.8% | -$68.6K | 0.98% | 32 |
|
|
2019
Q3 | $8.56M | Sell |
138,547
-2,125
| -2% | -$131K | 1.04% | 27 |
|
|
2019
Q2 | $7.78M | Sell |
140,672
-1,380
| -1% | -$76.3K | 0.96% | 31 |
|
|
2019
Q1 | $7.34M | Sell |
142,052
-3,066
| -2% | -$158K | 0.95% | 34 |
|
|
2018
Q4 | $6.37M | Buy |
145,118
+2,498
| +2% | +$110K | 0.96% | 32 |
|
|
2018
Q3 | $6.22M | Buy |
142,620
+3,570
| +3% | +$156K | 0.84% | 40 |
|
|
2018
Q2 | $6.44M | Buy |
139,050
+1,797
| +1% | +$83.2K | 0.92% | 37 |
|
|
2018
Q1 | $6.13M | Buy |
137,253
+6,263
| +5% | +$280K | 0.9% | 34 |
|
|
2017
Q4 | $6.3M | Buy |
130,990
+2,772
| +2% | +$133K | 0.9% | 33 |
|
|
2017
Q3 | $6.3M | Buy |
128,218
+1,010
| +0.8% | +$49.6K | 0.97% | 28 |
|
|
2017
Q2 | $6.09M | Buy |
127,208
+3,056
| +2% | +$146K | 0.96% | 26 |
|
|
2017
Q1 | $6.18M | Buy |
124,152
+812
| +0.7% | +$40.4K | 0.99% | 23 |
|
|
2016
Q4 | $6.07M | Buy |
123,340
+1,605
| +1% | +$78.9K | 1% | 19 |
|
|
2016
Q3 | $6.25M | Buy |
121,735
+332
| +0.3% | +$17K | 1.12% | 15 |
|
|
2016
Q2 | $6.51M | Buy |
121,403
+3,535
| +3% | +$190K | 1.17% | 9 |
|
|
2016
Q1 | $6.1M | Buy |
117,868
+302
| +0.3% | +$15.6K | 1.17% | 9 |
|
|
2015
Q4 | $5.5M | Buy |
117,566
+4,883
| +4% | +$228K | 1.18% | 12 |
|
|
2015
Q3 | $5.04M | Buy |
112,683
+6,225
| +6% | +$278K | 1.2% | 16 |
|
|
2015
Q2 | $4.46M | Buy |
106,458
+2,726
| +3% | +$114K | 1.02% | 22 |
|
|
2015
Q1 | $4.59M | Buy |
103,732
+8,152
| +9% | +$361K | 1.06% | 22 |
|
|
2014
Q4 | $4.69M | Sell |
95,580
-330
| -0.3% | -$16.2K | 1.14% | 18 |
|
|
2014
Q3 | $4.19M | Sell |
95,910
-240
| -0.2% | -$10.5K | 1.06% | 21 |
|
|
2014
Q2 | $4.36M | Buy |
96,150
+842
| +0.9% | +$38.2K | 1.05% | 22 |
|
|
2014
Q1 | $4.19M | Buy |
95,308
+3,556
| +4% | +$156K | 1.02% | 21 |
|
|
2013
Q4 | $3.77M | Buy |
91,752
+2,912
| +3% | +$120K | 0.91% | 29 |
|
|
2013
Q3 | $3.66M | Buy |
88,840
+1,476
| +2% | +$60.8K | 0.95% | 25 |
|
|
2013
Q2 | $3.86M | Buy |
+87,364
| New | +$3.86M | 1.06% | 20 |
|