Jackson Grant Investment Advisers’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 | $188K | Buy |
2,048
+16
| +0.8% | +$1.47K | 0.07% | 106 |
|
|
2025
Q1 | $187K | Buy |
2,032
+15
| +0.7% | +$1.38K | 0.07% | 108 |
|
|
2024
Q4 | $166K | Buy |
2,017
+15
| +0.7% | +$1.24K | 0.06% | 112 |
|
|
2024
Q3 | $181K | Buy |
2,002
+15
| +0.8% | +$1.35K | 0.07% | 109 |
|
|
2024
Q2 | $154K | Buy |
1,987
+17
| +0.9% | +$1.32K | 0.06% | 117 |
|
|
2024
Q1 | $141K | Buy |
1,970
+19
| +1% | +$1.36K | 0.06% | 124 |
|
|
2023
Q4 | $137K | Buy |
1,951
+17
| +0.9% | +$1.19K | 0.06% | 123 |
|
|
2023
Q3 | $125K | Buy |
1,934
+18
| +0.9% | +$1.17K | 0.06% | 123 |
|
|
2023
Q2 | $135K | Buy |
1,916
+18
| +0.9% | +$1.26K | 0.06% | 122 |
|
|
2023
Q1 | $132K | Buy |
1,898
+87
| +5% | +$6.05K | 0.06% | 129 |
|
|
2022
Q4 | $129K | Buy |
1,811
+18
| +1% | +$1.29K | 0.06% | 124 |
|
|
2022
Q3 | $122K | Buy |
1,793
+15
| +0.8% | +$1.02K | 0.06% | 121 |
|
|
2022
Q2 | $127K | Buy |
1,778
+15
| +0.9% | +$1.07K | 0.06% | 124 |
|
|
2022
Q1 | $128K | Buy |
+1,763
| New | +$128K | 0.05% | 136 |
|
|
2021
Q4 | – | Sell |
-1,728
| Closed | -$107K | – | 296 |
|
|
2021
Q3 | $107K | Buy |
1,728
+16
| +0.9% | +$991 | 0.05% | 144 |
|
|
2021
Q2 | $104K | Buy |
1,712
+17
| +1% | +$1.03K | 0.05% | 142 |
|
|
2021
Q1 | $105K | Buy |
1,695
+18
| +1% | +$1.12K | 0.05% | 142 |
|
|
2020
Q4 | $103K | Buy |
1,677
+16
| +1% | +$983 | 0.05% | 131 |
|
|
2020
Q3 | $90K | Buy |
1,661
+19
| +1% | +$1.03K | 0.05% | 116 |
|
|
2020
Q2 | $85K | Buy |
1,642
+17
| +1% | +$880 | 0.05% | 118 |
|
|
2020
Q1 | $88K | Buy |
1,625
+15
| +0.9% | +$812 | 0.06% | 110 |
|
|
2019
Q4 | $103K | Buy |
1,610
+15
| +0.9% | +$960 | 0.06% | 122 |
|
|
2019
Q3 | $99K | Buy |
1,595
+16
| +1% | +$993 | 0.06% | 121 |
|
|
2019
Q2 | $87K | Buy |
1,579
+17
| +1% | +$937 | 0.05% | 124 |
|
|
2019
Q1 | $81K | Buy |
1,562
+17
| +1% | +$882 | 0.05% | 123 |
|
|
2018
Q4 | $68K | Buy |
1,545
+88
| +6% | +$3.87K | 0.05% | 131 |
|
|
2018
Q3 | $64K | Buy |
1,457
+19
| +1% | +$835 | 0.04% | 136 |
|
|
2018
Q2 | $67K | Buy |
1,438
+19
| +1% | +$885 | 0.05% | 134 |
|
|
2018
Q1 | $63K | Sell |
1,419
-992
| -41% | -$44K | 0.04% | 134 |
|
|
2017
Q4 | $116K | Buy |
2,411
+27
| +1% | +$1.3K | 0.08% | 105 |
|
|
2017
Q3 | $117K | Sell |
2,384
-933
| -28% | -$45.8K | 0.08% | 100 |
|
|
2017
Q2 | $159K | Buy |
3,317
+38
| +1% | +$1.82K | 0.12% | 80 |
|
|
2017
Q1 | $163K | Buy |
3,279
+36
| +1% | +$1.79K | 0.13% | 77 |
|
|
2016
Q4 | $160K | Sell |
3,243
-163
| -5% | -$8.04K | 0.14% | 75 |
|
|
2016
Q3 | $175K | Buy |
3,406
+37
| +1% | +$1.9K | 0.14% | 65 |
|
|
2016
Q2 | $181K | Buy |
3,369
+38
| +1% | +$2.04K | 0.16% | 58 |
|
|
2016
Q1 | $172K | Buy |
3,331
+3
| +0.1% | +$155 | 0.16% | 61 |
|
|
2015
Q4 | $156K | Buy |
+3,328
| New | +$156K | 0.15% | 64 |
|