Founders Capital Management (Texas)’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-700	Closed	-$49.1K	–	381
2023 Q4	$49.1K	Hold	700	–	–	0.04%	141
2023 Q3	$45.3K	Hold	700	–	–	0.03%	144
2023 Q2	$49.2K	Hold	700	–	–	0.04%	143
2023 Q1	$49K	Hold	700	–	–	0.04%	141
2022 Q4	$50K	Hold	700	–	–	0.04%	130
2022 Q3	$48K	Hold	700	–	–	0.04%	128
2022 Q2	$50K	Hold	700	–	–	0.04%	123
2022 Q1	$48K	Hold	700	–	–	0.03%	126
2021 Q4	$48K	Hold	700	–	–	0.03%	126
2021 Q3	$43K	Hold	700	–	–	0.03%	132
2021 Q2	$42K	Hold	700	–	–	0.03%	128
2021 Q1	$44K	Hold	700	–	–	0.03%	118
2020 Q4	$43K	Buy	+700	New	+$43K	0.03%	116
2020 Q1	$38K	Hold	700	–	–	0.04%	111
2019 Q4	$45K	Hold	700	–	–	0.03%	113
2019 Q3	$43K	Hold	700	–	–	0.03%	116
2019 Q2	$39K	Hold	700	–	–	0.03%	133
2019 Q1	$36K	Hold	700	–	–	0.03%	137
2018 Q4	$31K	Hold	700	–	–	0.03%	138
2018 Q3	$31K	Hold	700	–	–	0.03%	146
2018 Q2	$32K	Sell	700 -956	-58%	-$43.7K	0.03%	148
2018 Q1	$74K	Sell	1,656 -1,150	-41%	-$51.4K	0.06%	118
2017 Q4	$135K	Hold	2,806	–	–	0.11%	94
2017 Q3	$138K	Sell	2,806 -80	-3%	-$3.93K	0.11%	94
2017 Q2	$138K	Hold	2,886	–	–	0.12%	90
2017 Q1	$144K	Buy	+2,886	New	+$144K	0.13%	88