Brendel 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 | $285K | Hold |
3,100
| – | – | 0.16% | 83 |
|
|
2025
Q1 | $285K | Hold |
3,100
| – | – | 0.17% | 78 |
|
|
2024
Q4 | $255K | Hold |
3,100
| – | – | 0.15% | 78 |
|
|
2024
Q3 | $280K | Hold |
3,100
| – | – | 0.16% | 79 |
|
|
2024
Q2 | $240K | Buy |
+3,100
| New | +$240K | 0.15% | 79 |
|
|
2024
Q1 | – | Sell |
-3,100
| Closed | -$217K | – | 92 |
|
|
2023
Q4 | $217K | Buy |
+3,100
| New | +$217K | 0.14% | 82 |
|
|
2023
Q2 | – | Sell |
-3,100
| Closed | -$216K | – | 87 |
|
|
2023
Q1 | $216K | Buy |
+3,100
| New | +$216K | 0.16% | 80 |
|
|
2022
Q3 | – | Sell |
-3,100
| Closed | -$221K | – | 92 |
|
|
2022
Q2 | $221K | Hold |
3,100
| – | – | 0.19% | 85 |
|
|
2022
Q1 | $225K | Hold |
3,100
| – | – | 0.12% | 102 |
|
|
2021
Q4 | $213K | Buy |
+3,100
| New | +$213K | 0.11% | 104 |
|
|
2021
Q3 | – | Sell |
-3,100
| Closed | -$188K | – | 247 |
|
|
2021
Q2 | $188K | Buy |
+3,100
| New | +$188K | 0.1% | 113 |
|
|
2020
Q1 | – | Sell |
-3,670
| Closed | -$234K | – | 84 |
|
|
2019
Q4 | $234K | Sell |
3,670
-350
| -9% | -$22.3K | 0.2% | 79 |
|
|
2019
Q3 | $248K | Hold |
4,020
| – | – | 0.22% | 74 |
|
|
2019
Q2 | $222K | Hold |
4,020
| – | – | 0.21% | 69 |
|
|
2019
Q1 | $208K | Buy |
+4,020
| New | +$208K | 0.19% | 73 |
|