Grimes & Company’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 | $1.19M | Sell |
12,935
-82
| -0.6% | -$7.53K | 0.03% | 200 |
|
|
2025
Q1 | $1.2M | Buy |
13,017
+751
| +6% | +$69.1K | 0.04% | 176 |
|
|
2024
Q4 | $1.01M | Sell |
12,266
-2,375
| -16% | -$196K | 0.03% | 194 |
|
|
2024
Q3 | $1.32M | Buy |
14,641
+2,341
| +19% | +$211K | 0.04% | 167 |
|
|
2024
Q2 | $954K | Sell |
12,300
-969
| -7% | -$75.2K | 0.03% | 179 |
|
|
2024
Q1 | $952K | Buy |
13,269
+137
| +1% | +$9.83K | 0.03% | 183 |
|
|
2023
Q4 | $921K | Buy |
13,132
+204
| +2% | +$14.3K | 0.03% | 178 |
|
|
2023
Q3 | $837K | Sell |
12,928
-47
| -0.4% | -$3.04K | 0.03% | 169 |
|
|
2023
Q2 | $911K | Sell |
12,975
-20
| -0.2% | -$1.41K | 0.03% | 167 |
|
|
2023
Q1 | $904K | Sell |
12,995
-42
| -0.3% | -$2.92K | 0.04% | 162 |
|
|
2022
Q4 | $931K | Buy |
13,037
+4,004
| +44% | +$286K | 0.04% | 161 |
|
|
2022
Q3 | $614K | Sell |
9,033
-251
| -3% | -$17.1K | 0.03% | 172 |
|
|
2022
Q2 | $662K | Buy |
9,284
+261
| +3% | +$18.6K | 0.03% | 172 |
|
|
2022
Q1 | $654K | Sell |
9,023
-89
| -1% | -$6.45K | 0.03% | 185 |
|
|
2021
Q4 | $625K | Buy |
9,112
+52
| +0.6% | +$3.57K | 0.03% | 189 |
|
|
2021
Q3 | $561K | Buy |
9,060
+37
| +0.4% | +$2.29K | 0.02% | 193 |
|
|
2021
Q2 | $546K | Sell |
9,023
-100
| -1% | -$6.05K | 0.02% | 192 |
|
|
2021
Q1 | $567K | Sell |
9,123
-1,375
| -13% | -$85.5K | 0.03% | 185 |
|
|
2020
Q4 | $645K | Hold |
10,498
| – | – | 0.03% | 171 |
|
|
2020
Q3 | $569K | Hold |
10,498
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $544K | Buy |
10,498
+100
| +1% | +$5.18K | 0.04% | 169 |
|
|
2020
Q1 | $563K | Sell |
10,398
-64
| -0.6% | -$3.47K | 0.05% | 148 |
|
|
2019
Q4 | $666K | Buy |
10,462
+364
| +4% | +$23.2K | 0.04% | 164 |
|
|
2019
Q3 | $624K | Hold |
10,098
| – | – | 0.04% | 162 |
|
|
2019
Q2 | $558K | Sell |
10,098
-125
| -1% | -$6.91K | 0.04% | 165 |
|
|
2019
Q1 | $528K | Buy |
10,223
+125
| +1% | +$6.46K | 0.04% | 160 |
|
|
2018
Q4 | $444K | Hold |
10,098
| – | – | 0.04% | 156 |
|
|
2018
Q3 | $440K | Buy |
10,098
+400
| +4% | +$17.4K | 0.04% | 169 |
|
|
2018
Q2 | $449K | Buy |
9,698
+71
| +0.7% | +$3.29K | 0.04% | 168 |
|
|
2018
Q1 | $430K | Buy |
9,627
+875
| +10% | +$39.1K | 0.04% | 166 |
|
|
2017
Q4 | $421K | Buy |
8,752
+758
| +9% | +$36.5K | 0.04% | 158 |
|
|
2017
Q3 | $393K | Buy |
7,994
+200
| +3% | +$9.83K | 0.04% | 152 |
|
|
2017
Q2 | $373K | Hold |
7,794
| – | – | 0.04% | 153 |
|
|
2017
Q1 | $388K | Hold |
7,794
| – | – | 0.04% | 150 |
|
|
2016
Q4 | $383K | Hold |
7,794
| – | – | 0.04% | 149 |
|
|
2016
Q3 | $400K | Sell |
7,794
-375
| -5% | -$19.2K | 0.05% | 141 |
|
|
2016
Q2 | $438K | Sell |
8,169
-100
| -1% | -$5.36K | 0.06% | 133 |
|
|
2016
Q1 | $428K | Buy |
8,269
+500
| +6% | +$25.9K | 0.06% | 128 |
|
|
2015
Q4 | $364K | Hold |
7,769
| – | – | 0.05% | 139 |
|
|
2015
Q3 | $347K | Hold |
7,769
| – | – | 0.04% | 135 |
|
|
2015
Q2 | $326K | Sell |
7,769
-996
| -11% | -$41.8K | 0.05% | 137 |
|
|
2015
Q1 | $388K | Buy |
8,765
+704
| +9% | +$31.2K | 0.09% | 104 |
|
|
2014
Q4 | $396K | Sell |
8,061
-1,995
| -20% | -$98K | 0.1% | 108 |
|
|
2014
Q3 | $439K | Sell |
10,056
-325
| -3% | -$14.2K | 0.11% | 100 |
|
|
2014
Q2 | $471K | Buy |
10,381
+1,143
| +12% | +$51.9K | 0.12% | 100 |
|
|
2014
Q1 | $406K | Buy |
9,238
+1,606
| +21% | +$70.6K | 0.11% | 99 |
|
|
2013
Q4 | $314K | Buy |
7,632
+5
| +0.1% | +$206 | 0.09% | 104 |
|
|
2013
Q3 | $314K | Sell |
7,627
-1,155
| -13% | -$47.6K | 0.11% | 100 |
|
|
2013
Q2 | $388K | Buy |
+8,782
| New | +$388K | 0.14% | 89 |
|