Creative Planning’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 | $41.3M | Buy |
449,301
+3,805
| +0.9% | +$349K | 0.04% | 203 |
|
|
2025
Q1 | $41M | Buy |
445,496
+61,268
| +16% | +$5.63M | 0.04% | 199 |
|
|
2024
Q4 | $31.6M | Buy |
384,228
+15,582
| +4% | +$1.28M | 0.03% | 212 |
|
|
2024
Q3 | $33.2M | Buy |
368,646
+12,011
| +3% | +$1.08M | 0.03% | 199 |
|
|
2024
Q2 | $27.7M | Buy |
356,635
+27,949
| +9% | +$2.17M | 0.03% | 216 |
|
|
2024
Q1 | $23.6M | Buy |
328,686
+19,710
| +6% | +$1.41M | 0.03% | 230 |
|
|
2023
Q4 | $21.7M | Buy |
308,976
+13,126
| +4% | +$920K | 0.04% | 231 |
|
|
2023
Q3 | $19.1M | Buy |
295,850
+12,570
| +4% | +$814K | 0.03% | 247 |
|
|
2023
Q2 | $19.9M | Buy |
283,280
+11,611
| +4% | +$816K | 0.03% | 225 |
|
|
2023
Q1 | $18.9M | Buy |
271,669
+4,341
| +2% | +$302K | 0.03% | 224 |
|
|
2022
Q4 | $19.1M | Buy |
267,328
+5,751
| +2% | +$411K | 0.03% | 222 |
|
|
2022
Q3 | $17.8M | Buy |
261,577
+2,587
| +1% | +$176K | 0.03% | 209 |
|
|
2022
Q2 | $18.5M | Buy |
258,990
+27,788
| +12% | +$1.98M | 0.03% | 206 |
|
|
2022
Q1 | $16.8M | Buy |
231,202
+7,957
| +4% | +$577K | 0.03% | 235 |
|
|
2021
Q4 | $15.3M | Sell |
223,245
-7,642
| -3% | -$524K | 0.02% | 221 |
|
|
2021
Q3 | $14.3M | Buy |
230,887
+6,348
| +3% | +$393K | 0.03% | 214 |
|
|
2021
Q2 | $13.6M | Sell |
224,539
-24,951
| -10% | -$1.51M | 0.02% | 216 |
|
|
2021
Q1 | $15.5M | Buy |
249,490
+10,631
| +4% | +$661K | 0.03% | 208 |
|
|
2020
Q4 | $14.7M | Buy |
238,859
+2,747
| +1% | +$169K | 0.03% | 198 |
|
|
2020
Q3 | $12.8M | Buy |
236,112
+28,609
| +14% | +$1.55M | 0.03% | 176 |
|
|
2020
Q2 | $10.8M | Sell |
207,503
-1,219
| -0.6% | -$63.2K | 0.03% | 180 |
|
|
2020
Q1 | $11.3M | Sell |
208,722
-2,391
| -1% | -$129K | 0.04% | 156 |
|
|
2019
Q4 | $13.4M | Sell |
211,113
-21,367
| -9% | -$1.36M | 0.04% | 156 |
|
|
2019
Q3 | $14.4M | Buy |
232,480
+2,097
| +0.9% | +$130K | 0.05% | 140 |
|
|
2019
Q2 | $12.7M | Sell |
230,383
-6,642
| -3% | -$367K | 0.04% | 152 |
|
|
2019
Q1 | $12.2M | Buy |
237,025
+5,885
| +3% | +$304K | 0.04% | 139 |
|
|
2018
Q4 | $10.2M | Buy |
231,140
+1,358
| +0.6% | +$59.6K | 0.04% | 145 |
|
|
2018
Q3 | $10M | Buy |
229,782
+29,651
| +15% | +$1.29M | 0.04% | 164 |
|
|
2018
Q2 | $9.27M | Buy |
200,131
+13,579
| +7% | +$629K | 0.04% | 163 |
|
|
2018
Q1 | $8.33M | Sell |
186,552
-1,160
| -0.6% | -$51.8K | 0.03% | 167 |
|
|
2017
Q4 | $9.03M | Buy |
187,712
+15,075
| +9% | +$725K | 0.04% | 153 |
|
|
2017
Q3 | $8.48M | Buy |
172,637
+2,099
| +1% | +$103K | 0.04% | 156 |
|
|
2017
Q2 | $8.17M | Sell |
170,538
-7,083
| -4% | -$339K | 0.04% | 159 |
|
|
2017
Q1 | $8.84M | Sell |
177,621
-4,416
| -2% | -$220K | 0.05% | 145 |
|
|
2016
Q4 | $8.95M | Buy |
182,037
+4,935
| +3% | +$243K | 0.05% | 140 |
|
|
2016
Q3 | $9.09M | Buy |
177,102
+7,634
| +5% | +$392K | 0.06% | 129 |
|
|
2016
Q2 | $9.09M | Buy |
169,468
+18,160
| +12% | +$974K | 0.07% | 110 |
|
|
2016
Q1 | $7.83M | Buy |
151,308
+3,522
| +2% | +$182K | 0.06% | 119 |
|
|
2015
Q4 | $6.92M | Sell |
147,786
-19,197
| -11% | -$898K | 0.06% | 128 |
|
|
2015
Q3 | $7.46M | Buy |
166,983
+11,355
| +7% | +$508K | 0.07% | 118 |
|
|
2015
Q2 | $6.52M | Buy |
155,628
+3,788
| +2% | +$159K | 0.06% | 129 |
|
|
2015
Q1 | $6.72M | Buy |
151,840
+12,421
| +9% | +$550K | 0.06% | 121 |
|
|
2014
Q4 | $6.85M | Sell |
139,419
-16,322
| -10% | -$802K | 0.07% | 116 |
|
|
2014
Q3 | $6.8M | Buy |
155,741
+29,807
| +24% | +$1.3M | 0.08% | 109 |
|
|
2014
Q2 | $5.72M | Sell |
125,934
-4,019
| -3% | -$182K | 0.07% | 111 |
|
|
2014
Q1 | $5.71M | Buy |
129,953
+19,107
| +17% | +$840K | 0.09% | 99 |
|
|
2013
Q4 | $4.56M | Buy |
110,846
+7,444
| +7% | +$306K | 0.08% | 103 |
|
|
2013
Q3 | $4.26M | Buy |
103,402
+32,529
| +46% | +$1.34M | 0.08% | 91 |
|
|
2013
Q2 | $3.13M | Buy |
+70,873
| New | +$3.13M | 0.07% | 97 |
|