Cannon Financial Strategists’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 | $1.3M | Buy |
14,174
+163
| +1% | +$15K | 0.21% | 41 |
|
|
2025
Q1 | $1.29M | Buy |
14,011
+300
| +2% | +$27.6K | 0.22% | 40 |
|
|
2024
Q4 | $1.13M | Buy |
13,711
+367
| +3% | +$30.2K | 0.19% | 44 |
|
|
2024
Q3 | $1.2M | Buy |
13,344
+3,517
| +36% | +$317K | 0.21% | 44 |
|
|
2024
Q2 | $762K | Sell |
9,827
-1,358
| -12% | -$105K | 0.15% | 47 |
|
|
2024
Q1 | $802K | Hold |
11,185
| – | – | 0.16% | 46 |
|
|
2023
Q4 | $784K | Buy |
11,185
+5,505
| +97% | +$386K | 0.17% | 44 |
|
|
2023
Q3 | $368K | Buy |
5,680
+1,200
| +27% | +$77.7K | 0.09% | 61 |
|
|
2023
Q2 | $315K | Hold |
4,480
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $312K | Buy |
+4,480
| New | +$312K | 0.11% | 59 |
|
|
2022
Q4 | – | Sell |
-2,955
| Closed | -$201K | – | 68 |
|
|
2022
Q3 | $201K | Sell |
2,955
-605
| -17% | -$41.1K | 0.08% | 64 |
|
|
2022
Q2 | $254K | Hold |
3,560
| – | – | 0.1% | 63 |
|
|
2022
Q1 | $258K | Buy |
+3,560
| New | +$258K | 0.09% | 57 |
|
|
2020
Q4 | – | Sell |
-4,044
| Closed | -$219K | – | 58 |
|
|
2020
Q3 | $219K | Buy |
+4,044
| New | +$219K | 0.12% | 53 |
|
|
2020
Q1 | – | Sell |
-3,750
| Closed | -$239K | – | 50 |
|
|
2019
Q4 | $239K | Sell |
3,750
-69
| -2% | -$4.4K | 0.16% | 47 |
|
|
2019
Q3 | $236K | Buy |
+3,819
| New | +$236K | 0.18% | 47 |
|