J.W. Burns & Co’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 | $1.55M | Sell |
16,857
-375
| -2% | -$34.4K | 0.19% | 83 |
|
|
2025
Q1 | $1.58M | Sell |
17,232
-79
| -0.5% | -$7.26K | 0.21% | 78 |
|
|
2024
Q4 | $1.43M | Sell |
17,311
-530
| -3% | -$43.6K | 0.18% | 84 |
|
|
2024
Q3 | $1.61M | Sell |
17,841
-700
| -4% | -$63.1K | 0.21% | 79 |
|
|
2024
Q2 | $1.44M | Sell |
18,541
-799
| -4% | -$62K | 0.19% | 78 |
|
|
2024
Q1 | $1.39M | Sell |
19,340
-1,075
| -5% | -$77.1K | 0.19% | 83 |
|
|
2023
Q4 | $1.43M | Sell |
20,415
-465
| -2% | -$32.6K | 0.21% | 80 |
|
|
2023
Q3 | $1.35M | Sell |
20,880
-675
| -3% | -$43.7K | 0.22% | 80 |
|
|
2023
Q2 | $1.51M | Sell |
21,555
-300
| -1% | -$21.1K | 0.24% | 73 |
|
|
2023
Q1 | $1.52M | Sell |
21,855
-127
| -0.6% | -$8.84K | 0.26% | 71 |
|
|
2022
Q4 | $1.57M | Buy |
21,982
+145
| +0.7% | +$10.4K | 0.29% | 65 |
|
|
2022
Q3 | $1.49M | Buy |
21,837
+675
| +3% | +$45.9K | 0.29% | 65 |
|
|
2022
Q2 | $1.51M | Sell |
21,162
-585
| -3% | -$41.7K | 0.29% | 68 |
|
|
2022
Q1 | $1.58M | Sell |
21,747
-1,925
| -8% | -$140K | 0.25% | 74 |
|
|
2021
Q4 | $1.62M | Sell |
23,672
-100
| -0.4% | -$6.86K | 0.24% | 77 |
|
|
2021
Q3 | $1.47M | Sell |
23,772
-683
| -3% | -$42.3K | 0.23% | 77 |
|
|
2021
Q2 | $1.48M | Sell |
24,455
-65
| -0.3% | -$3.93K | 0.23% | 79 |
|
|
2021
Q1 | $1.52M | Sell |
24,520
-56
| -0.2% | -$3.48K | 0.26% | 75 |
|
|
2020
Q4 | $1.51M | Sell |
24,576
-580
| -2% | -$35.6K | 0.27% | 73 |
|
|
2020
Q3 | $1.36M | Sell |
25,156
-2,570
| -9% | -$139K | 0.27% | 72 |
|
|
2020
Q2 | $1.44M | Sell |
27,726
-270
| -1% | -$14K | 0.32% | 70 |
|
|
2020
Q1 | $1.52M | Sell |
27,996
-515
| -2% | -$27.9K | 0.41% | 66 |
|
|
2019
Q4 | $1.82M | Sell |
28,511
-475
| -2% | -$30.3K | 0.39% | 70 |
|
|
2019
Q3 | $1.79M | Sell |
28,986
-238
| -0.8% | -$14.7K | 0.41% | 70 |
|
|
2019
Q2 | $1.62M | Sell |
29,224
-1,299
| -4% | -$71.8K | 0.37% | 71 |
|
|
2019
Q1 | $1.58M | Sell |
30,523
-645
| -2% | -$33.3K | 0.38% | 73 |
|
|
2018
Q4 | $1.37M | Sell |
31,168
-874
| -3% | -$38.4K | 0.38% | 74 |
|
|
2018
Q3 | $1.4M | Buy |
32,042
+343
| +1% | +$15K | 0.33% | 79 |
|
|
2018
Q2 | $1.47M | Buy |
31,699
+1,027
| +3% | +$47.6K | 0.37% | 77 |
|
|
2018
Q1 | $1.37M | Sell |
30,672
-1,054
| -3% | -$47.1K | 0.35% | 78 |
|
|
2017
Q4 | $1.53M | Buy |
31,726
+98
| +0.3% | +$4.71K | 0.39% | 75 |
|
|
2017
Q3 | $1.55M | Sell |
31,628
-565
| -2% | -$27.8K | 0.41% | 68 |
|
|
2017
Q2 | $1.54M | Buy |
32,193
+781
| +2% | +$37.4K | 0.42% | 70 |
|
|
2017
Q1 | $1.56M | Buy |
31,412
+2,335
| +8% | +$116K | 0.43% | 69 |
|
|
2016
Q4 | $1.43M | Buy |
29,077
+723
| +3% | +$35.6K | 0.42% | 68 |
|
|
2016
Q3 | $1.46M | Buy |
28,354
+35
| +0.1% | +$1.8K | 0.45% | 67 |
|
|
2016
Q2 | $1.52M | Sell |
28,319
-249
| -0.9% | -$13.4K | 0.46% | 65 |
|
|
2016
Q1 | $1.48M | Buy |
28,568
+875
| +3% | +$45.3K | 0.47% | 62 |
|
|
2015
Q4 | $1.3M | Buy |
27,693
+506
| +2% | +$23.7K | 0.41% | 70 |
|
|
2015
Q3 | $1.22M | Sell |
27,187
-899
| -3% | -$40.2K | 0.42% | 68 |
|
|
2015
Q2 | $1.18M | Buy |
28,086
+1,225
| +5% | +$51.3K | 0.39% | 70 |
|
|
2015
Q1 | $1.19M | Buy |
26,861
+2,866
| +12% | +$127K | 0.39% | 70 |
|
|
2014
Q4 | $1.18M | Sell |
23,995
-699
| -3% | -$34.3K | 0.39% | 68 |
|
|
2014
Q3 | $1.08M | Buy |
24,694
+450
| +2% | +$19.6K | 0.36% | 70 |
|
|
2014
Q2 | $1.1M | Buy |
24,244
+594
| +3% | +$27K | 0.37% | 69 |
|
|
2014
Q1 | $1.04M | Buy |
23,650
+839
| +4% | +$36.9K | 0.37% | 70 |
|
|
2013
Q4 | $938K | Sell |
22,811
-649
| -3% | -$26.7K | 0.33% | 74 |
|
|
2013
Q3 | $966K | Buy |
23,460
+2,110
| +10% | +$86.9K | 0.37% | 70 |
|
|
2013
Q2 | $942K | Buy |
+21,350
| New | +$942K | 0.39% | 67 |
|