Firestone Capital Management’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 | $424K | Buy |
4,619
+7
| +0.2% | +$643 | 0.1% | 103 |
|
|
2025
Q1 | $424K | Buy |
4,612
+332
| +8% | +$30.5K | 0.11% | 96 |
|
|
2024
Q4 | $352K | Sell |
4,280
-3,244
| -43% | -$267K | 0.09% | 110 |
|
|
2024
Q3 | $679K | Hold |
7,524
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $584K | Hold |
7,524
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $540K | Hold |
7,524
| – | – | 0.15% | 78 |
|
|
2023
Q4 | $528K | Hold |
7,524
| – | – | 0.16% | 72 |
|
|
2023
Q3 | $487K | Hold |
7,524
| – | – | 0.17% | 72 |
|
|
2023
Q2 | $528K | Hold |
7,524
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $524K | Sell |
7,524
-195
| -3% | -$13.6K | 0.19% | 63 |
|
|
2022
Q4 | $551K | Hold |
7,719
| – | – | 0.2% | 61 |
|
|
2022
Q3 | $525K | Hold |
7,719
| – | – | 0.21% | 64 |
|
|
2022
Q2 | $550K | Hold |
7,719
| – | – | 0.21% | 59 |
|
|
2022
Q1 | $560K | Hold |
7,719
| – | – | 0.18% | 62 |
|
|
2021
Q4 | $529K | Hold |
7,719
| – | – | 0.17% | 64 |
|
|
2021
Q3 | $467K | Hold |
7,719
| – | – | 0.15% | 65 |
|
|
2021
Q2 | $467K | Sell |
7,719
-783
| -9% | -$47.4K | 0.17% | 65 |
|
|
2021
Q1 | $528K | Sell |
8,502
-819
| -9% | -$50.9K | 0.19% | 63 |
|
|
2020
Q4 | $573K | Hold |
9,321
| – | – | 0.22% | 59 |
|
|
2020
Q3 | $505K | Hold |
9,321
| – | – | 0.23% | 54 |
|
|
2020
Q2 | $483K | Sell |
9,321
-3,550
| -28% | -$184K | 0.22% | 55 |
|
|
2020
Q1 | $697K | Sell |
12,871
-3,160
| -20% | -$171K | 0.36% | 44 |
|
|
2019
Q4 | $1.02M | Buy |
+16,031
| New | +$1.02M | 0.44% | 41 |
|