D'Orazio & Associates’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 | $355K | Buy |
3,861
+149
| +4% | +$13.7K | 0.05% | 147 |
|
|
2025
Q1 | $341K | Buy |
3,712
+134
| +4% | +$12.3K | 0.05% | 146 |
|
|
2024
Q4 | $295K | Buy |
3,578
+1,127
| +46% | +$92.8K | 0.04% | 158 |
|
|
2024
Q3 | $221K | Buy |
+2,451
| New | +$221K | 0.03% | 199 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$31K | – | 615 |
|
|
2021
Q3 | $31K | Hold |
500
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $31K | Hold |
500
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $31K | Sell |
500
-300
| -38% | -$18.6K | 0.01% | 188 |
|
|
2020
Q3 | $43K | Sell |
800
-167
| -17% | -$8.98K | 0.02% | 147 |
|
|
2020
Q2 | $50K | Hold |
967
| – | – | 0.02% | 138 |
|
|
2020
Q1 | $52K | Sell |
967
-335
| -26% | -$18K | 0.03% | 124 |
|
|
2019
Q4 | $83K | Buy |
1,302
+302
| +30% | +$19.3K | 0.02% | 116 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $55K | Hold |
1,000
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $52K | Buy |
1,000
+500
| +100% | +$26K | 0.02% | 140 |
|
|
2018
Q4 | $22K | Hold |
500
| – | – | 0.01% | 173 |
|
|
2018
Q3 | $22K | Hold |
500
| – | – | 0.01% | 170 |
|
|
2018
Q2 | $23K | Sell |
500
-200
| -29% | -$9.2K | 0.01% | 162 |
|
|
2018
Q1 | $31K | Buy |
700
+49
| +8% | +$2.17K | 0.01% | 150 |
|
|
2017
Q4 | $31K | Buy |
651
+1
| +0.2% | +$48 | 0.01% | 157 |
|
|
2017
Q3 | $32K | Buy |
650
+150
| +30% | +$7.39K | 0.01% | 134 |
|
|
2017
Q2 | $24K | Sell |
500
-400
| -44% | -$19.2K | 0.01% | 179 |
|
|
2017
Q1 | $45K | Hold |
900
| – | – | 0.02% | 125 |
|
|
2016
Q4 | $44K | Hold |
900
| – | – | 0.02% | 121 |
|
|
2016
Q3 | $46K | Hold |
900
| – | – | 0.02% | 113 |
|
|
2016
Q2 | $48K | Buy |
+900
| New | +$48K | 0.02% | 116 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$19K | – | 317 |
|
|
2015
Q4 | $19K | Hold |
400
| – | – | 0.01% | 155 |
|
|
2015
Q3 | $18K | Hold |
400
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $17K | Hold |
400
| – | – | 0.01% | 156 |
|
|
2015
Q1 | $18K | Hold |
400
| – | – | 0.01% | 157 |
|
|
2014
Q4 | $20K | Hold |
400
| – | – | 0.01% | 136 |
|
|
2014
Q3 | $17K | Hold |
400
| – | – | 0.01% | 149 |
|
|
2014
Q2 | $18K | Hold |
400
| – | – | 0.01% | 146 |
|
|
2014
Q1 | $18K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 137 |
|