JB Capital’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 | $465K | Buy |
5,059
+40
| +0.8% | +$3.67K | 0.02% | 169 |
|
|
2025
Q1 | $462K | Buy |
5,019
+4
| +0.1% | +$368 | 0.03% | 157 |
|
|
2024
Q4 | $413K | Buy |
5,015
+5
| +0.1% | +$412 | 0.02% | 162 |
|
|
2024
Q3 | $452K | Sell |
5,010
-454
| -8% | -$40.9K | 0.03% | 161 |
|
|
2024
Q2 | $424K | Buy |
5,464
+43
| +0.8% | +$3.34K | 0.03% | 157 |
|
|
2024
Q1 | $389K | Buy |
5,421
+6
| +0.1% | +$430 | 0.03% | 157 |
|
|
2023
Q4 | $380K | Buy |
5,415
+462
| +9% | +$32.4K | 0.03% | 151 |
|
|
2023
Q3 | $321K | Buy |
4,953
+322
| +7% | +$20.8K | 0.03% | 146 |
|
|
2023
Q2 | $325K | Buy |
4,631
+4
| +0.1% | +$281 | 0.03% | 133 |
|
|
2023
Q1 | $322K | Buy |
4,627
+312
| +7% | +$21.7K | 0.03% | 130 |
|
|
2022
Q4 | $308K | Buy |
4,315
+2
| +0% | +$143 | 0.03% | 137 |
|
|
2022
Q3 | $293K | Sell |
4,313
-142
| -3% | -$9.65K | 0.03% | 130 |
|
|
2022
Q2 | $318K | Sell |
4,455
-477
| -10% | -$34K | 0.03% | 186 |
|
|
2022
Q1 | $358K | Buy |
4,932
+481
| +11% | +$34.9K | 0.03% | 183 |
|
|
2021
Q4 | $305K | Sell |
4,451
-68
| -2% | -$4.66K | 0.03% | 209 |
|
|
2021
Q3 | $280K | Buy |
+4,519
| New | +$280K | 0.04% | 246 |
|