Investment House LLC’s Southern Company SO Stock Holding History

Investment House LLC’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	$409K	Hold	4,458	–	–	0.02%	186
2025 Q1	$410K	Hold	4,458	–	–	0.02%	186
2024 Q4	$367K	Hold	4,458	–	–	0.02%	178
2024 Q3	$402K	Buy	4,458 +3	+0.1%	+$271	0.02%	177
2024 Q2	$346K	Buy	4,455 +3	+0.1%	+$233	0.02%	176
2024 Q1	$319K	Buy	4,452 +28	+0.6%	+$2.01K	0.02%	186
2023 Q4	$310K	Buy	4,424 +3	+0.1%	+$210	0.02%	171
2023 Q3	$286K	Buy	4,421 +3	+0.1%	+$194	0.02%	165
2023 Q2	$310K	Buy	4,418 +4	+0.1%	+$281	0.02%	168
2023 Q1	$307K	Buy	4,414 +3	+0.1%	+$209	0.03%	168
2022 Q4	$315K	Buy	4,411 +3	+0.1%	+$214	0.03%	152
2022 Q3	$300K	Buy	4,408 +3	+0.1%	+$204	0.03%	156
2022 Q2	$314K	Buy	4,405 +2	+0%	+$143	0.03%	143
2022 Q1	$319K	Buy	4,403 +3	+0.1%	+$217	0.02%	157
2021 Q4	$302K	Buy	4,400 +3	+0.1%	+$206	0.02%	161
2021 Q3	$272K	Buy	4,397 +3	+0.1%	+$186	0.02%	169
2021 Q2	$265K	Buy	4,394 +3	+0.1%	+$181	0.02%	179
2021 Q1	$273K	Buy	4,391 +4	+0.1%	+$249	0.02%	175
2020 Q4	$270K	Buy	4,387 +2	+0%	+$123	0.02%	196
2020 Q3	$238K	Buy	4,385 +4	+0.1%	+$217	0.02%	187
2020 Q2	$227K	Buy	4,381 +3	+0.1%	+$155	0.02%	177
2020 Q1	$237K	Buy	4,378 +2	+0%	+$108	0.03%	156
2019 Q4	$279K	Sell	4,376 -172	-4%	-$11K	0.03%	190
2019 Q3	$281K	Sell	4,548 -122	-3%	-$7.54K	0.03%	170
2019 Q2	$258K	Buy	4,670 +303	+7%	+$16.7K	0.03%	170
2019 Q1	$226K	Buy	+4,367	New	+$226K	0.02%	175
2018 Q3	–	Sell	-4,357	Closed	-$202K	–	195
2018 Q2	$202K	Buy	+4,357	New	+$202K	0.02%	189
2018 Q1	–	Sell	-4,725	Closed	-$227K	–	194
2017 Q4	$227K	Buy	4,725 +2	+0%	+$96	0.03%	178
2017 Q3	$232K	Buy	4,723 +3	+0.1%	+$147	0.03%	171
2017 Q2	$226K	Buy	4,720 +3	+0.1%	+$144	0.03%	180
2017 Q1	$235K	Buy	4,717 +3	+0.1%	+$149	0.03%	178
2016 Q4	$232K	Sell	4,714 -798	-14%	-$39.3K	0.04%	171
2016 Q3	$283K	Sell	5,512 -50	-0.9%	-$2.57K	0.04%	165
2016 Q2	$298K	Buy	5,562 +56	+1%	+$3K	0.05%	160
2016 Q1	$285K	Buy	5,506 +2	+0%	+$104	0.05%	161
2015 Q4	$258K	Buy	5,504 +3	+0.1%	+$141	0.04%	152
2015 Q3	$246K	Buy	5,501 +3	+0.1%	+$134	0.04%	145
2015 Q2	$230K	Buy	5,498 +3	+0.1%	+$126	0.04%	154
2015 Q1	$243K	Buy	5,495 +3	+0.1%	+$133	0.04%	145
2014 Q4	$270K	Buy	5,492 +1	+0%	+$49	0.04%	143
2014 Q3	$240K	Buy	5,491 +3	+0.1%	+$131	0.04%	144
2014 Q2	$249K	Buy	5,488 +2	+0%	+$91	0.04%	141
2014 Q1	$241K	Buy	5,486 +3	+0.1%	+$132	0.04%	139
2013 Q4	$225K	Sell	5,483 -1,722	-24%	-$70.7K	0.04%	140
2013 Q3	$297K	Buy	7,205 +2	+0%	+$82	0.06%	127
2013 Q2	$318K	Buy	+7,203	New	+$318K	0.07%	117