Buckingham Strategic Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.39M | Sell |
30,778
-3,409
| -10% | -$258K | 0.02% | 215 |
|
|
2024
Q1 | $2.45M | Buy |
34,187
+4,758
| +16% | +$328K | 0.03% | 217 |
|
|
2023
Q4 | $2.06M | Buy |
29,429
+2,446
| +9% | +$168K | 0.02% | 230 |
|
|
2023
Q3 | $1.75M | Sell |
26,983
-521
| -2% | -$36.2K | 0.02% | 227 |
|
|
2023
Q2 | $1.93M | Buy |
27,504
+1,992
| +8% | +$143K | 0.03% | 217 |
|
|
2023
Q1 | $1.82M | Hold |
25,512
| – | – | 0.03% | 193 |
|
|
2022
Q4 | $1.82M | Sell |
25,512
-322
| -1% | -$21.5K | 0.03% | 193 |
|
|
2022
Q3 | $1.76M | Sell |
25,834
-171
| -0.7% | -$13K | 0.04% | 185 |
|
|
2022
Q2 | $1.85M | Sell |
26,005
-199
| -0.8% | -$14.6K | 0.04% | 182 |
|
|
2022
Q1 | $1.9M | Sell |
26,204
-131
| -0.5% | -$8.87K | 0.04% | 183 |
|
|
2021
Q4 | $1.81M | Sell |
26,335
-1,451
| -5% | -$92.5K | 0.03% | 193 |
|
|
2021
Q3 | $1.72M | Sell |
27,786
-202
| -0.7% | -$13K | 0.04% | 187 |
|
|
2021
Q2 | $1.69M | Buy |
27,988
+2,211
| +9% | +$141K | 0.04% | 192 |
|
|
2021
Q1 | $1.6M | Sell |
25,777
-4,005
| -13% | -$240K | 0.08% | 178 |
|
|
2020
Q4 | $1.83M | Buy |
29,782
+6,895
| +30% | +$415K | 0.1% | 153 |
|
|
2020
Q3 | $1.24M | Buy |
22,887
+795
| +4% | +$42.5K | 0.1% | 153 |
|
|
2020
Q2 | $1.15M | Sell |
22,092
-4,317
| -16% | -$240K | 0.11% | 132 |
|
|
2020
Q1 | $1.43M | Buy |
26,409
+2,011
| +8% | +$127K | 0.14% | 122 |
|
|
2019
Q4 | $1.55M | Buy |
24,398
+3,279
| +16% | +$203K | 0.15% | 115 |
|
|
2019
Q3 | $1.3M | Sell |
21,119
-1,708
| -7% | -$99K | 0.14% | 116 |
|
|
2019
Q2 | $1.26M | Buy |
22,827
+49
| +0.2% | +$2.62K | 0.14% | 120 |
|
|
2019
Q1 | $1.18M | Buy |
22,778
+3,695
| +19% | +$181K | 0.15% | 123 |
|
|
2018
Q4 | $838K | Buy |
19,083
+882
| +5% | +$40.1K | 0.13% | 136 |
|
|
2018
Q3 | $794K | Sell |
18,201
-665
| -4% | -$30.6K | 0.12% | 138 |
|
|
2018
Q2 | $874K | Sell |
18,866
-3,815
| -17% | -$171K | 0.14% | 131 |
|
|
2018
Q1 | $1.01M | Sell |
22,681
-2,666
| -11% | -$118K | 0.2% | 112 |
|
|
2017
Q4 | $1.22M | Buy |
25,347
+17,127
| +208% | +$873K | 0.25% | 85 |
|
|
2017
Q3 | $404K | Sell |
8,220
-140
| -2% | -$6.79K | 0.1% | 180 |
|
|
2017
Q2 | $400K | Buy |
8,360
+2,293
| +38% | +$115K | 0.09% | 184 |
|
|
2017
Q1 | $302K | Buy |
6,067
+4
| +0.1% | +$198 | 0.09% | 191 |
|
|
2016
Q4 | $298K | Sell |
6,063
-168
| -3% | -$8.25K | 0.1% | 166 |
|
|
2016
Q3 | $320K | Buy |
6,231
+3
| +0% | +$158 | 0.11% | 147 |
|
|
2016
Q2 | $334K | Buy |
6,228
+532
| +9% | +$26.8K | 0.11% | 146 |
|
|
2016
Q1 | $295K | Buy |
5,696
+332
| +6% | +$16.2K | 0.1% | 153 |
|
|
2015
Q4 | $251K | Buy |
5,364
+543
| +11% | +$24.6K | 0.08% | 161 |
|
|
2015
Q3 | $215K | Hold |
4,821
| – | – | 0.08% | 182 |
|
|
2015
Q2 | $202K | Buy |
+4,821
| New | +$210K | 0.07% | 209 |
|
Other funds holding SO
