IFG Advisory’s Southern Company SO Stock Holding History

IFG Advisory’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.46M	Buy	103,041 +2,819	+3%	+$259K	0.47%	49
2025 Q1	$9.22M	Buy	100,222 +862	+0.9%	+$79.3K	0.51%	44
2024 Q4	$8.18M	Buy	99,360 +5,096	+5%	+$420K	0.46%	51
2024 Q3	$8.5M	Buy	94,264 +772	+0.8%	+$69.6K	0.54%	44
2024 Q2	$7.25M	Buy	93,492 +3,995	+4%	+$310K	0.47%	44
2024 Q1	$6.42M	Buy	89,497 +1,906	+2%	+$137K	0.48%	48
2023 Q4	$6.14M	Buy	87,591 +1,436	+2%	+$101K	0.45%	47
2023 Q3	$5.58M	Buy	86,155 +6,972	+9%	+$451K	0.47%	46
2023 Q2	$5.56M	Buy	79,183 +2,410	+3%	+$169K	0.49%	48
2023 Q1	$5.34M	Buy	76,773 +6,430	+9%	+$447K	0.5%	42
2022 Q4	$5.02M	Sell	70,343 -361	-0.5%	-$25.8K	0.5%	45
2022 Q3	$4.81M	Sell	70,704 -906	-1%	-$61.6K	0.44%	49
2022 Q2	$5.1M	Sell	71,610 -950	-1%	-$67.7K	0.54%	40
2022 Q1	$5.26M	Buy	72,560 +6,072	+9%	+$440K	0.53%	38
2021 Q4	$4.56M	Sell	66,488 -1,600	-2%	-$110K	0.44%	46
2021 Q3	$4.22M	Buy	68,088 +3,030	+5%	+$188K	0.45%	44
2021 Q2	$3.94M	Sell	65,058 -1,143	-2%	-$69.2K	0.44%	45
2021 Q1	$4.12M	Buy	66,201 +1,728	+3%	+$107K	0.51%	41
2020 Q4	$3.96M	Sell	64,473 -2,947	-4%	-$181K	0.55%	42
2020 Q3	$3.66M	Buy	67,420 +154	+0.2%	+$8.35K	0.59%	34
2020 Q2	$3.49M	Buy	67,266 +13,111	+24%	+$680K	0.63%	31
2020 Q1	$2.93M	Buy	54,155 +12,197	+29%	+$660K	0.65%	32
2019 Q4	$2.67M	Sell	41,958 -7,084	-14%	-$451K	0.49%	50
2019 Q3	$3.03M	Sell	49,042 -6,664	-12%	-$412K	0.59%	36
2019 Q2	$3.08M	Buy	55,706 +3,212	+6%	+$178K	0.55%	35
2019 Q1	$2.71M	Buy	52,494 +1,335	+3%	+$69K	0.52%	37
2018 Q4	$2.25M	Sell	51,159 -868	-2%	-$38.1K	0.53%	42
2018 Q3	$2.27M	Sell	52,027 -1,271	-2%	-$55.4K	0.43%	50
2018 Q2	$2.47M	Buy	53,298 +480	+0.9%	+$22.2K	0.51%	41
2018 Q1	$2.36M	Buy	52,818 +1,659	+3%	+$74.1K	0.52%	39
2017 Q4	$2.46M	Buy	+51,159	New	+$2.46M	0.55%	38