Buttonwood Financial Advisors’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 | $239K | Sell |
2,600
-305
| -10% | -$28K | 0.1% | 97 |
|
|
2025
Q1 | $267K | Hold |
2,905
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $239K | Sell |
2,905
-539
| -16% | -$44.4K | 0.11% | 91 |
|
|
2024
Q3 | $311K | Sell |
3,444
-699
| -17% | -$63K | 0.14% | 86 |
|
|
2024
Q2 | $321K | Sell |
4,143
-1,070
| -21% | -$83K | 0.15% | 85 |
|
|
2024
Q1 | $374K | Sell |
5,213
-313
| -6% | -$22.5K | 0.18% | 84 |
|
|
2023
Q4 | $387K | Sell |
5,526
-542
| -9% | -$38K | 0.21% | 78 |
|
|
2023
Q3 | $393K | Buy |
6,068
+1,293
| +27% | +$83.7K | 0.25% | 77 |
|
|
2023
Q2 | $335K | Buy |
4,775
+1,438
| +43% | +$101K | 0.21% | 78 |
|
|
2023
Q1 | $232K | Hold |
3,337
| – | – | 0.18% | 71 |
|
|
2022
Q4 | $238K | Sell |
3,337
-40
| -1% | -$2.86K | 0.2% | 70 |
|
|
2022
Q3 | $216K | Sell |
3,377
-110
| -3% | -$7.04K | 0.19% | 67 |
|
|
2022
Q2 | $249K | Buy |
+3,487
| New | +$249K | 0.22% | 65 |
|