Cutter & Co Brokerage’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 | – | Sell |
-3,959
| Closed | -$364K | – | 146 |
|
|
2025
Q1 | $364K | Sell |
3,959
-349
| -8% | -$32.1K | 0.09% | 121 |
|
|
2024
Q4 | $355K | Sell |
4,308
-6
| -0.1% | -$494 | 0.09% | 120 |
|
|
2024
Q3 | $389K | Sell |
4,314
-364
| -8% | -$32.8K | 0.09% | 117 |
|
|
2024
Q2 | $363K | Sell |
4,678
-252
| -5% | -$19.5K | 0.09% | 125 |
|
|
2024
Q1 | $354K | Buy |
4,930
+69
| +1% | +$4.95K | 0.09% | 122 |
|
|
2023
Q4 | $341K | Sell |
4,861
-89
| -2% | -$6.24K | 0.09% | 122 |
|
|
2023
Q3 | $320K | Buy |
4,950
+17
| +0.3% | +$1.1K | 0.09% | 126 |
|
|
2023
Q2 | $347K | Sell |
4,933
-171
| -3% | -$12K | 0.1% | 122 |
|
|
2023
Q1 | $355K | Buy |
5,104
+21
| +0.4% | +$1.46K | 0.11% | 129 |
|
|
2022
Q4 | $363K | Sell |
5,083
-178
| -3% | -$12.7K | 0.12% | 126 |
|
|
2022
Q3 | $358K | Buy |
5,261
+20
| +0.4% | +$1.36K | 0.13% | 128 |
|
|
2022
Q2 | $374K | Buy |
5,241
+566
| +12% | +$40.4K | 0.13% | 134 |
|
|
2022
Q1 | $339K | Sell |
4,675
-662
| -12% | -$48K | 0.1% | 151 |
|
|
2021
Q4 | $366K | Buy |
5,337
+419
| +9% | +$28.7K | 0.1% | 166 |
|
|
2021
Q3 | $305K | Sell |
4,918
-1,187
| -19% | -$73.6K | 0.07% | 211 |
|
|
2021
Q2 | $369K | Buy |
6,105
+20
| +0.3% | +$1.21K | 0.08% | 189 |
|
|
2021
Q1 | $378K | Buy |
6,085
+1,501
| +33% | +$93.2K | 0.09% | 179 |
|
|
2020
Q4 | $282K | Buy |
4,584
+17
| +0.4% | +$1.05K | 0.07% | 202 |
|
|
2020
Q3 | $248K | Sell |
4,567
-1,254
| -22% | -$68.1K | 0.07% | 189 |
|
|
2020
Q2 | $302K | Buy |
5,821
+17
| +0.3% | +$882 | 0.1% | 158 |
|
|
2020
Q1 | $314K | Sell |
5,804
-370
| -6% | -$20K | 0.12% | 144 |
|
|
2019
Q4 | $393K | Sell |
6,174
-127
| -2% | -$8.08K | 0.14% | 141 |
|
|
2019
Q3 | $389K | Buy |
6,301
+130
| +2% | +$8.03K | 0.13% | 174 |
|
|
2019
Q2 | $341K | Buy |
6,171
+690
| +13% | +$38.1K | 0.11% | 196 |
|
|
2019
Q1 | $283K | Sell |
5,481
-36
| -0.7% | -$1.86K | 0.08% | 217 |
|
|
2018
Q4 | $242K | Sell |
5,517
-1,594
| -22% | -$69.9K | 0.09% | 205 |
|
|
2018
Q3 | $310K | Buy |
+7,111
| New | +$310K | 0.11% | 184 |
|
|
2018
Q1 | – | Sell |
-4,921
| Closed | -$237K | – | 272 |
|
|
2017
Q4 | $237K | Buy |
4,921
+5
| +0.1% | +$241 | 0.1% | 191 |
|
|
2017
Q3 | $242K | Sell |
4,916
-27
| -0.5% | -$1.33K | 0.1% | 199 |
|
|
2017
Q2 | $237K | Buy |
4,943
+4
| +0.1% | +$192 | 0.09% | 216 |
|
|
2017
Q1 | $246K | Sell |
4,939
-512
| -9% | -$25.5K | 0.1% | 195 |
|
|
2016
Q4 | $268K | Buy |
5,451
+11
| +0.2% | +$541 | 0.11% | 172 |
|
|
2016
Q3 | $279K | Buy |
5,440
+9
| +0.2% | +$462 | 0.12% | 169 |
|
|
2016
Q2 | $291K | Buy |
5,431
+510
| +10% | +$27.3K | 0.12% | 154 |
|
|
2016
Q1 | $255K | Buy |
+4,921
| New | +$255K | 0.12% | 173 |
|