Freedom Investment 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
Q3 | – | Sell |
-9,401
| Closed | -$863K | – | 617 |
|
|
2025
Q2 | $863K | Sell |
9,401
-668
| -7% | -$60K | 0.07% | 291 |
|
|
2025
Q1 | $926K | Sell |
10,069
-870
| -8% | -$75.3K | 0.08% | 261 |
|
|
2024
Q4 | $900K | Buy |
10,939
+401
| +4% | +$35.2K | 0.07% | 264 |
|
|
2024
Q3 | $950K | Sell |
10,538
-1,039
| -9% | -$88.8K | 0.08% | 256 |
|
|
2024
Q2 | $898K | Sell |
11,577
-274
| -2% | -$20.8K | 0.07% | 267 |
|
|
2024
Q1 | $850K | Buy |
11,851
+1,344
| +13% | +$92.8K | 0.07% | 291 |
|
|
2023
Q4 | $737K | Buy |
10,507
+2,368
| +29% | +$163K | 0.06% | 346 |
|
|
2023
Q3 | $527K | Buy |
8,139
+1,969
| +32% | +$137K | 0.06% | 351 |
|
|
2023
Q2 | $433K | Buy |
6,170
+2,391
| +63% | +$171K | 0.05% | 439 |
|
|
2023
Q1 | $263K | Sell |
3,779
-734
| -16% | -$49.4K | 0.03% | 585 |
|
|
2022
Q4 | $322K | Sell |
4,513
-113
| -2% | -$7.56K | 0.04% | 562 |
|
|
2022
Q3 | $315K | Buy |
4,626
+241
| +5% | +$18.3K | 0.04% | 558 |
|
|
2022
Q2 | $313K | Sell |
4,385
-539
| -11% | -$39.6K | 0.03% | 579 |
|
|
2022
Q1 | $357K | Sell |
4,924
-1,483
| -23% | -$100K | 0.03% | 573 |
|
|
2021
Q4 | $439K | Sell |
6,407
-1,094
| -15% | -$69.7K | 0.03% | 564 |
|
|
2021
Q3 | $465K | Buy |
7,501
+254
| +4% | +$16.4K | 0.04% | 526 |
|
|
2021
Q2 | $438K | Buy |
7,247
+1,383
| +24% | +$88.4K | 0.03% | 575 |
|
|
2021
Q1 | $365K | Buy |
5,864
+1,679
| +40% | +$101K | 0.03% | 619 |
|
|
2020
Q4 | $257K | Sell |
4,185
-204
| -5% | -$12.3K | 0.03% | 508 |
|
|
2020
Q3 | $238K | Sell |
4,389
-1,154
| -21% | -$61.7K | 0.03% | 465 |
|
|
2020
Q2 | $287K | Sell |
5,543
-1,161
| -17% | -$64.5K | 0.03% | 417 |
|
|
2020
Q1 | $458K | Buy |
6,704
+348
| +5% | +$22K | 0.04% | 365 |
|
|
2019
Q4 | $405K | Buy |
6,356
+710
| +13% | +$44K | 0.04% | 394 |
|
|
2019
Q3 | $349K | Buy |
5,646
+683
| +14% | +$39.6K | 0.03% | 455 |
|
|
2019
Q2 | $274K | Buy |
4,963
+290
| +6% | +$15.5K | 0.02% | 556 |
|
|
2019
Q1 | $241K | Sell |
4,673
-2,479
| -35% | -$122K | 0.02% | 586 |
|
|
2018
Q4 | $314K | Sell |
7,152
-4,898
| -41% | -$223K | 0.02% | 560 |
|
|
2018
Q3 | $529K | Buy |
12,050
+186
| +2% | +$8.57K | 0.03% | 497 |
|
|
2018
Q2 | $549K | Sell |
11,864
-10,424
| -47% | -$467K | 0.03% | 513 |
|
|
2018
Q1 | $995K | Buy |
22,288
+2,595
| +13% | +$115K | 0.05% | 372 |
|
|
2017
Q4 | $947K | Buy |
19,693
+228
| +1% | +$11.6K | 0.05% | 386 |
|
|
2017
Q3 | $957K | Buy |
19,465
+1,199
| +7% | +$58.1K | 0.05% | 351 |
|
|
2017
Q2 | $875K | Buy |
18,266
+367
| +2% | +$18.4K | 0.05% | 363 |
|
|
2017
Q1 | $891K | Buy |
17,899
+1,931
| +12% | +$95.4K | 0.05% | 335 |
|
|
2016
Q4 | $785K | Buy |
15,968
+417
| +3% | +$20.5K | 0.05% | 326 |
|
|
2016
Q3 | $798K | Buy |
15,551
+2,792
| +22% | +$147K | 0.05% | 309 |
|
|
2016
Q2 | $684K | Sell |
12,759
-2,646
| -17% | -$133K | 0.05% | 326 |
|
|
2016
Q1 | $797K | Buy |
15,405
+2,260
| +17% | +$110K | 0.06% | 261 |
|
|
2015
Q4 | $615K | Buy |
13,145
+8,292
| +171% | +$376K | 0.05% | 333 |
|
|
2015
Q3 | $732K | Sell |
4,853
-2,869
| -37% | -$126K | 0.07% | 224 |
|
|
2015
Q2 | $324K | Sell |
7,722
-436
| -5% | -$19K | 0.03% | 462 |
|
|
2015
Q1 | $361K | Buy |
8,158
+202
| +3% | +$9.6K | 0.04% | 413 |
|
|
2014
Q4 | $391K | Buy |
7,956
+306
| +4% | +$14.4K | 0.05% | 340 |
|
|
2014
Q3 | $334K | Buy |
7,650
+684
| +10% | +$30K | 0.06% | 313 |
|
|
2014
Q2 | $316K | Buy |
6,966
+535
| +8% | +$23.7K | 0.05% | 329 |
|
|
2014
Q1 | $283K | Sell |
6,431
-1,370
| -18% | -$57.4K | 0.06% | 310 |
|
|
2013
Q4 | $321K | Buy |
7,801
+130
| +2% | +$5.36K | 0.08% | 272 |
|
|
2013
Q3 | $316K | Sell |
7,671
-224
| -3% | -$9.65K | 0.09% | 209 |
|
|
2013
Q2 | $348K | Buy |
+7,895
| New | +$363K | 0.12% | 153 |
|
Other funds holding SO
