Brown, Lisle/Cummings’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 | $337K | Sell |
3,670
-496
| -12% | -$45.6K | 0.09% | 176 |
|
|
2025
Q1 | $383K | Sell |
4,166
-147
| -3% | -$13.5K | 0.11% | 169 |
|
|
2024
Q4 | $355K | Buy |
4,313
+656
| +18% | +$54K | 0.11% | 168 |
|
|
2024
Q3 | $330K | Sell |
3,657
-121
| -3% | -$10.9K | 0.1% | 173 |
|
|
2024
Q2 | $293K | Buy |
3,778
+1,244
| +49% | +$96.5K | 0.1% | 174 |
|
|
2024
Q1 | $182K | Buy |
2,534
+5
| +0.2% | +$359 | 0.06% | 202 |
|
|
2023
Q4 | $177K | Buy |
2,529
+205
| +9% | +$14.4K | 0.07% | 200 |
|
|
2023
Q3 | $150K | Buy |
2,324
+5
| +0.2% | +$324 | 0.07% | 200 |
|
|
2023
Q2 | $163K | Buy |
2,319
+5
| +0.2% | +$351 | 0.07% | 196 |
|
|
2023
Q1 | $161K | Buy |
2,314
+5
| +0.2% | +$348 | 0.08% | 184 |
|
|
2022
Q4 | $165K | Buy |
2,309
+4
| +0.2% | +$286 | 0.09% | 174 |
|
|
2022
Q3 | $157K | Sell |
2,305
-971
| -30% | -$66K | 0.09% | 168 |
|
|
2022
Q2 | $234K | Sell |
3,276
-615
| -16% | -$43.9K | 0.13% | 143 |
|
|
2022
Q1 | $282K | Buy |
3,891
+5
| +0.1% | +$363 | 0.14% | 144 |
|
|
2021
Q4 | $266K | Buy |
+3,886
| New | +$266K | 0.13% | 145 |
|