Burney Company’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 | $1.05M | Buy |
11,432
+146
| +1% | +$13.4K | 0.04% | 306 |
|
|
2025
Q1 | $1.04M | Sell |
11,286
-1,499
| -12% | -$138K | 0.04% | 305 |
|
|
2024
Q4 | $1.05M | Sell |
12,785
-225
| -2% | -$18.5K | 0.04% | 310 |
|
|
2024
Q3 | $1.17M | Sell |
13,010
-197
| -1% | -$17.8K | 0.04% | 292 |
|
|
2024
Q2 | $1.02M | Sell |
13,207
-59
| -0.4% | -$4.58K | 0.04% | 313 |
|
|
2024
Q1 | $952K | Sell |
13,266
-800
| -6% | -$57.4K | 0.04% | 342 |
|
|
2023
Q4 | $986K | Sell |
14,066
-298
| -2% | -$20.9K | 0.04% | 334 |
|
|
2023
Q3 | $930K | Buy |
14,364
+601
| +4% | +$38.9K | 0.04% | 318 |
|
|
2023
Q2 | $967K | Buy |
13,763
+207
| +2% | +$14.5K | 0.04% | 319 |
|
|
2023
Q1 | $943K | Buy |
13,556
+20
| +0.1% | +$1.39K | 0.05% | 320 |
|
|
2022
Q4 | $967K | Hold |
13,536
| – | – | 0.05% | 301 |
|
|
2022
Q3 | $920K | Buy |
13,536
+421
| +3% | +$28.6K | 0.05% | 312 |
|
|
2022
Q2 | $935K | Sell |
13,115
-87
| -0.7% | -$6.2K | 0.05% | 313 |
|
|
2022
Q1 | $957K | Hold |
13,202
| – | – | 0.04% | 335 |
|
|
2021
Q4 | $905K | Buy |
13,202
+1,324
| +11% | +$90.8K | 0.04% | 340 |
|
|
2021
Q3 | $736K | Sell |
11,878
-152
| -1% | -$9.42K | 0.03% | 357 |
|
|
2021
Q2 | $728K | Sell |
12,030
-5
| -0% | -$303 | 0.03% | 373 |
|
|
2021
Q1 | $748K | Buy |
12,035
+1,755
| +17% | +$109K | 0.04% | 351 |
|
|
2020
Q4 | $631K | Hold |
10,280
| – | – | 0.03% | 344 |
|
|
2020
Q3 | $557K | Sell |
10,280
-2,247
| -18% | -$122K | 0.03% | 343 |
|
|
2020
Q2 | $650K | Sell |
12,527
-245
| -2% | -$12.7K | 0.04% | 311 |
|
|
2020
Q1 | $691K | Sell |
12,772
-915
| -7% | -$49.5K | 0.05% | 270 |
|
|
2019
Q4 | $872K | Buy |
13,687
+2,144
| +19% | +$137K | 0.05% | 287 |
|
|
2019
Q3 | $713K | Sell |
11,543
-2,248
| -16% | -$139K | 0.04% | 294 |
|
|
2019
Q2 | $762K | Buy |
13,791
+1,152
| +9% | +$63.7K | 0.05% | 290 |
|
|
2019
Q1 | $653K | Sell |
12,639
-653
| -5% | -$33.7K | 0.04% | 302 |
|
|
2018
Q4 | $584K | Buy |
13,292
+360
| +3% | +$15.8K | 0.04% | 290 |
|
|
2018
Q3 | $564K | Sell |
12,932
-3,658
| -22% | -$160K | 0.03% | 313 |
|
|
2018
Q2 | $768K | Buy |
16,590
+2,411
| +17% | +$112K | 0.05% | 277 |
|
|
2018
Q1 | $633K | Sell |
14,179
-4,061
| -22% | -$181K | 0.04% | 273 |
|
|
2017
Q4 | $877K | Buy |
18,240
+4,448
| +32% | +$214K | 0.05% | 256 |
|
|
2017
Q3 | $675K | Buy |
13,792
+2,001
| +17% | +$97.9K | 0.04% | 261 |
|
|
2017
Q2 | $569K | Sell |
11,791
-2,296
| -16% | -$111K | 0.04% | 265 |
|
|
2017
Q1 | $701K | Buy |
14,087
+421
| +3% | +$21K | 0.05% | 246 |
|
|
2016
Q4 | $672K | Buy |
13,666
+174
| +1% | +$8.56K | 0.05% | 241 |
|
|
2016
Q3 | $711K | Sell |
13,492
-201
| -1% | -$10.6K | 0.05% | 230 |
|
|
2016
Q2 | $734K | Buy |
13,693
+3
| +0% | +$161 | 0.05% | 226 |
|
|
2016
Q1 | $708K | Buy |
13,690
+24
| +0.2% | +$1.24K | 0.05% | 235 |
|
|
2015
Q4 | $644K | Sell |
13,666
-2,521
| -16% | -$119K | 0.05% | 231 |
|
|
2015
Q3 | $724K | Buy |
16,187
+504
| +3% | +$22.5K | 0.06% | 215 |
|
|
2015
Q2 | $657K | Buy |
15,683
+114
| +0.7% | +$4.78K | 0.04% | 242 |
|
|
2015
Q1 | $689K | Buy |
15,569
+84
| +0.5% | +$3.72K | 0.05% | 246 |
|
|
2014
Q4 | $760K | Buy |
15,485
+864
| +6% | +$42.4K | 0.06% | 232 |
|
|
2014
Q3 | $638K | Buy |
14,621
+3
| +0% | +$131 | 0.05% | 247 |
|
|
2014
Q2 | $663K | Sell |
14,618
-47
| -0.3% | -$2.13K | 0.06% | 252 |
|
|
2014
Q1 | $644K | Buy |
14,665
+1,283
| +10% | +$56.3K | 0.06% | 248 |
|
|
2013
Q4 | $550K | Buy |
13,382
+410
| +3% | +$16.9K | 0.05% | 269 |
|
|
2013
Q3 | $534K | Sell |
12,972
-179
| -1% | -$7.37K | 0.06% | 264 |
|
|
2013
Q2 | $580K | Buy |
+13,151
| New | +$580K | 0.07% | 239 |
|