Folger Nolan Fleming Douglas Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
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|
2025
Q1 | $3.76M | Sell |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $3.73M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.14M | Hold |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $3.25M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $2.84M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $3.06M | Buy |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $2.6M | Sell |
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|
2020
Q1 | $2.75M | Sell |
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|
2019
Q4 | $3.29M | Sell |
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|
2019
Q3 | $3.24M | Sell |
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|
2019
Q2 | $2.98M | Sell |
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|
2019
Q1 | $2.81M | Sell |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $2.62M | Sell |
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|
2018
Q2 | $3.37M | Sell |
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|
2018
Q1 | $3.56M | Sell |
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|
2017
Q4 | $4M | Sell |
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|
2017
Q3 | $4.24M | Sell |
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|
2017
Q2 | $4.16M | Sell |
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|
2017
Q1 | $4.41M | Buy |
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|
2016
Q4 | $4.71M | Hold |
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|
2016
Q3 | $4.71M | Sell |
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|
2016
Q2 | $4.73M | Sell |
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|
2016
Q1 | $4.61M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $3.93M | Sell |
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|
2015
Q2 | $3.87M | Sell |
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|
2015
Q1 | $4.2M | Sell |
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|
2014
Q4 | $4.77M | Buy |
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|
2014
Q3 | $4.23M | Buy |
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|
2014
Q2 | $4.38M | Sell |
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|
2014
Q1 | $4.3M | Sell |
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|
2013
Q4 | $4.14M | Buy |
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|
2013
Q3 | $4.13M | Buy |
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|
2013
Q2 | $4.41M | Buy |
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