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Cranbrook Wealth Management’s Southern Company SO Stock Holding History

Cranbrook Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$554K Hold
6,036
– – 0.12% 74
2025
Q1 		$555K Hold
6,036
– – 0.13% 72
2024
Q4 		$497K Hold
6,036
– – 0.12% 77
2024
Q3 		$544K Hold
6,036
– – 0.12% 75
2024
Q2 		$468K Hold
6,036
– – 0.12% 76
2024
Q1 		$433K Hold
6,036
– – 0.11% 72
2023
Q4 		$423K Hold
6,036
– – 0.11% 71
2023
Q3 		$391K Hold
6,036
– – 0.12% 67
2023
Q2 		$424K Hold
6,036
– – 0.12% 70
2023
Q1 		$420K Buy
6,036
+760
+14% +$52.9K 0.12% 71
2022
Q4 		$377K Hold
5,276
– – 0.1% 75
2022
Q3 		$359K Hold
5,276
– – 0.09% 80
2022
Q2 		$376K Hold
5,276
– – 0.09% 80
2022
Q1 		$383K Buy
5,276
+4,396
+500% +$319K 0.08% 87
2021
Q4 		$60K Sell
880
-60
-6% -$4.09K 0.01% 165
2021
Q3 		$58K Buy
940
+60
+7% +$3.7K 0.01% 172
2021
Q2 		$53K Hold
880
– – 0.01% 180
2021
Q1 		$55K Hold
880
– – 0.01% 172
2020
Q4 		$54K Hold
880
– – 0.01% 157
2020
Q3 		$48K Hold
880
– – 0.01% 146
2020
Q2 		$46K Hold
880
– – 0.01% 143
2020
Q1 		$48K Sell
880
-217
-20% -$11.8K 0.02% 135
2019
Q4 		$70K Sell
1,097
-1,055
-49% -$67.3K 0.02% 127
2019
Q3 		$133K Hold
2,152
– – 0.04% 97
2019
Q2 		$119K Hold
2,152
– – 0.03% 98
2019
Q1 		$111K Hold
2,152
– – 0.03% 100
2018
Q4 		$95K Buy
2,152
+1,121
+109% +$49.5K 0.03% 102
2018
Q3 		$45K Hold
1,031
– – 0.02% 123
2018
Q2 		$48K Hold
1,031
– – 0.02% 118
2018
Q1 		$46K Hold
1,031
– – 0.02% 121
2017
Q4 		$50K Hold
1,031
– – 0.02% 118
2017
Q3 		$51K Hold
1,031
– – 0.02% 116
2017
Q2 		$49K Hold
1,031
– – 0.02% 117
2017
Q1 		$51K Hold
1,031
– – 0.02% 105
2016
Q4 		$51K Hold
1,031
– – 0.02% 104
2016
Q3 		$53K Hold
1,031
– – 0.03% 96
2016
Q2 		$55K Hold
1,031
– – 0.03% 92
2016
Q1 		$53K Hold
1,031
– – 0.03% 97
2015
Q4 		$48K Hold
1,031
– – 0.03% 102
2015
Q3 		$46K Hold
1,031
– – 0.03% 105
2015
Q2 		$43K Hold
1,031
– – 0.02% 109
2015
Q1 		$46K Sell
1,031
-322
-24% -$14.4K 0.03% 105
2014
Q4 		$66K Hold
1,353
– – 0.04% 98
2014
Q3 		$59K Hold
1,353
– – 0.04% 81
2014
Q2 		$61K Hold
1,353
– – 0.04% 81
2014
Q1 		$59K Sell
1,353
-729
-35% -$31.8K 0.04% 80
2013
Q4 		$86K Buy
+2,082
New +$86K 0.06% 86