Jaffetilchin Investment Partners’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 | $1.13M | Sell |
12,260
-250
| -2% | -$23K | 0.07% | 168 |
|
|
2025
Q1 | $1.15M | Buy |
12,510
+800
| +7% | +$73.6K | 0.08% | 165 |
|
|
2024
Q4 | $964K | Buy |
11,710
+14
| +0.1% | +$1.15K | 0.07% | 169 |
|
|
2024
Q3 | $1.05M | Sell |
11,696
-142
| -1% | -$12.8K | 0.08% | 138 |
|
|
2024
Q2 | $918K | Sell |
11,838
-843
| -7% | -$65.4K | 0.08% | 141 |
|
|
2024
Q1 | $910K | Sell |
12,681
-585
| -4% | -$42K | 0.08% | 143 |
|
|
2023
Q4 | $930K | Sell |
13,266
-1,948
| -13% | -$137K | 0.09% | 137 |
|
|
2023
Q3 | $985K | Sell |
15,214
-1,109
| -7% | -$71.8K | 0.11% | 120 |
|
|
2023
Q2 | $1.15M | Buy |
16,323
+2,692
| +20% | +$189K | 0.12% | 113 |
|
|
2023
Q1 | $948K | Sell |
13,631
-1,061
| -7% | -$73.8K | 0.11% | 138 |
|
|
2022
Q4 | $1.05M | Sell |
14,692
-233
| -2% | -$16.6K | 0.13% | 124 |
|
|
2022
Q3 | $1.02M | Buy |
14,925
+842
| +6% | +$57.3K | 0.13% | 103 |
|
|
2022
Q2 | $1M | Buy |
14,083
+77
| +0.5% | +$5.49K | 0.12% | 115 |
|
|
2022
Q1 | $1.04M | Buy |
14,006
+1,075
| +8% | +$79.7K | 0.12% | 114 |
|
|
2021
Q4 | $887K | Buy |
12,931
+98
| +0.8% | +$6.72K | 0.08% | 150 |
|
|
2021
Q3 | $795K | Sell |
12,833
-1,340
| -9% | -$83K | 0.08% | 152 |
|
|
2021
Q2 | $859K | Buy |
14,173
+2,358
| +20% | +$143K | 0.06% | 195 |
|
|
2021
Q1 | $734K | Buy |
+11,815
| New | +$734K | 0.09% | 160 |
|
|
2016
Q2 | – | Sell |
-8,700
| Closed | -$450K | – | 245 |
|
|
2016
Q1 | $450K | Buy |
+8,700
| New | +$450K | 0.14% | 94 |
|