Brooks Moore & Associates’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 | $1.81M | Buy |
19,123
+400
| +2% | +$37.8K | 0.98% | 34 |
|
|
2025
Q1 | $1.72M | Sell |
18,723
-200
| -1% | -$18.4K | 0.97% | 33 |
|
|
2024
Q4 | $1.56M | Sell |
18,923
-100
| -0.5% | -$8.23K | 0.92% | 35 |
|
|
2024
Q3 | $1.72M | Buy |
19,023
+67
| +0.4% | +$6.04K | 1.01% | 33 |
|
|
2024
Q2 | $1.47M | Hold |
18,956
| – | – | 0.95% | 33 |
|
|
2024
Q1 | $1.36M | Sell |
18,956
-402
| -2% | -$28.8K | 0.87% | 36 |
|
|
2023
Q4 | $1.36M | Buy |
19,358
+52
| +0.3% | +$3.65K | 0.93% | 36 |
|
|
2023
Q3 | $1.25M | Sell |
19,306
-200
| -1% | -$12.9K | 0.94% | 34 |
|
|
2023
Q2 | $1.37M | Sell |
19,506
-100
| -0.5% | -$7.02K | 0.96% | 37 |
|
|
2023
Q1 | $1.36M | Hold |
19,606
| – | – | 0.98% | 36 |
|
|
2022
Q4 | $1.4M | Buy |
19,606
+160
| +0.8% | +$11.4K | 1.02% | 38 |
|
|
2022
Q3 | $1.32M | Sell |
19,446
-400
| -2% | -$27.2K | 1.07% | 36 |
|
|
2022
Q2 | $1.42M | Sell |
19,846
-11,417
| -37% | -$814K | 1.02% | 38 |
|
|
2022
Q1 | $2.27M | Sell |
31,263
-1,825
| -6% | -$132K | 1.39% | 29 |
|
|
2021
Q4 | $2.27M | Sell |
33,088
-325
| -1% | -$22.3K | 1.33% | 31 |
|
|
2021
Q3 | $2.07M | Sell |
33,413
-67
| -0.2% | -$4.15K | 1.36% | 30 |
|
|
2021
Q2 | $2.03M | Sell |
33,480
-1,951
| -6% | -$118K | 1.29% | 32 |
|
|
2021
Q1 | $2.2M | Sell |
35,431
-2,525
| -7% | -$157K | 1.49% | 28 |
|
|
2020
Q4 | $2.33M | Sell |
37,956
-1,475
| -4% | -$90.6K | 1.81% | 21 |
|
|
2020
Q3 | $2.14M | Buy |
39,431
+4,200
| +12% | +$228K | 1.84% | 19 |
|
|
2020
Q2 | $1.83M | Buy |
35,231
+13,010
| +59% | +$675K | 1.71% | 23 |
|
|
2020
Q1 | $1.2M | Buy |
22,221
+1,184
| +6% | +$64.1K | 1.28% | 28 |
|
|
2019
Q4 | $1.34M | Sell |
21,037
-2,055
| -9% | -$131K | 1.06% | 34 |
|
|
2019
Q3 | $1.43M | Sell |
23,092
-100
| -0.4% | -$6.18K | 1.2% | 32 |
|
|
2019
Q2 | $1.28M | Buy |
23,192
+1,000
| +5% | +$55.3K | 1.1% | 34 |
|
|
2019
Q1 | $1.15M | Sell |
22,192
-800
| -3% | -$41.3K | 1.05% | 35 |
|
|
2018
Q4 | $1.01M | Buy |
+22,992
| New | +$1.01M | 1.02% | 38 |
|