Brighton Jones 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 | $1.3M | Buy |
14,160
+496
| +4% | +$45.5K | 0.04% | 268 |
|
|
2025
Q1 | $1.26M | Buy |
13,664
+464
| +4% | +$42.7K | 0.04% | 225 |
|
|
2024
Q4 | $1.09M | Sell |
13,200
-355
| -3% | -$29.2K | 0.03% | 244 |
|
|
2024
Q3 | $1.22M | Sell |
13,555
-289
| -2% | -$26.1K | 0.05% | 194 |
|
|
2024
Q2 | $1.07M | Sell |
13,844
-364
| -3% | -$28.2K | 0.04% | 217 |
|
|
2024
Q1 | $1.02M | Buy |
14,208
+1,390
| +11% | +$99.7K | 0.04% | 221 |
|
|
2023
Q4 | $899K | Buy |
12,818
+177
| +1% | +$12.4K | 0.04% | 221 |
|
|
2023
Q3 | $818K | Buy |
12,641
+1,694
| +15% | +$110K | 0.04% | 211 |
|
|
2023
Q2 | $769K | Buy |
10,947
+1,902
| +21% | +$134K | 0.04% | 223 |
|
|
2023
Q1 | $629K | Sell |
9,045
-117
| -1% | -$8.14K | 0.04% | 242 |
|
|
2022
Q4 | $654K | Sell |
9,162
-1,736
| -16% | -$124K | 0.04% | 208 |
|
|
2022
Q3 | $741K | Buy |
10,898
+4,269
| +64% | +$290K | 0.04% | 191 |
|
|
2022
Q2 | $473K | Buy |
6,629
+290
| +5% | +$20.7K | 0.03% | 260 |
|
|
2022
Q1 | $459K | Buy |
6,339
+513
| +9% | +$37.1K | 0.02% | 292 |
|
|
2021
Q4 | $400K | Buy |
5,826
+1,449
| +33% | +$99.5K | 0.02% | 314 |
|
|
2021
Q3 | $271K | Buy |
4,377
+113
| +3% | +$7K | 0.01% | 382 |
|
|
2021
Q2 | $258K | Buy |
4,264
+651
| +18% | +$39.4K | 0.01% | 389 |
|
|
2021
Q1 | $225K | Buy |
3,613
+88
| +2% | +$5.48K | 0.01% | 375 |
|
|
2020
Q4 | $217K | Sell |
3,525
-525
| -13% | -$32.3K | 0.01% | 355 |
|
|
2020
Q3 | $220K | Buy |
+4,050
| New | +$220K | 0.02% | 298 |
|