Fayez Sarofim & Co’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 | $230K | Hold |
2,500
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $230K | Hold |
2,500
| – | – | ﹤0.01% | 290 |
|
|
2024
Q4 | $206K | Hold |
2,500
| – | – | ﹤0.01% | 306 |
|
|
2024
Q3 | $225K | Sell |
2,500
-200
| -7% | -$18K | ﹤0.01% | 274 |
|
|
2024
Q2 | $209K | Buy |
+2,700
| New | +$209K | ﹤0.01% | 271 |
|
|
2022
Q2 | – | Sell |
-6,358
| Closed | -$461K | – | 320 |
|
|
2022
Q1 | $461K | Hold |
6,358
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $436K | Buy |
6,358
+600
| +10% | +$41.1K | ﹤0.01% | 269 |
|
|
2021
Q3 | $357K | Buy |
5,758
+1,420
| +33% | +$88K | ﹤0.01% | 261 |
|
|
2021
Q2 | $262K | Hold |
4,338
| – | – | ﹤0.01% | 299 |
|
|
2021
Q1 | $270K | Sell |
4,338
-5,000
| -54% | -$311K | ﹤0.01% | 267 |
|
|
2020
Q4 | $574K | Buy |
9,338
+458
| +5% | +$28.2K | ﹤0.01% | 204 |
|
|
2020
Q3 | $481K | Buy |
8,880
+5,000
| +129% | +$271K | ﹤0.01% | 198 |
|
|
2020
Q2 | $201K | Hold |
3,880
| – | – | ﹤0.01% | 252 |
|
|
2020
Q1 | $210K | Hold |
3,880
| – | – | ﹤0.01% | 226 |
|
|
2019
Q4 | $247K | Buy |
+3,880
| New | +$247K | ﹤0.01% | 249 |
|