JFS Wealth Advisors’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 | $57.7K | Buy |
628
+94
| +18% | +$8.63K | ﹤0.01% | 452 |
|
|
2025
Q1 | $49.1K | Buy |
534
+7
| +1% | +$644 | ﹤0.01% | 478 |
|
|
2024
Q4 | $43.4K | Hold |
527
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $47.5K | Buy |
527
+7
| +1% | +$631 | ﹤0.01% | 478 |
|
|
2024
Q2 | $40.3K | Sell |
520
-7
| -1% | -$543 | ﹤0.01% | 458 |
|
|
2024
Q1 | $37.8K | Sell |
527
-1,044
| -66% | -$74.9K | ﹤0.01% | 489 |
|
|
2023
Q4 | $110K | Buy |
1,571
+39
| +3% | +$2.74K | 0.01% | 290 |
|
|
2023
Q3 | $99.2K | Buy |
1,532
+38
| +3% | +$2.46K | 0.01% | 280 |
|
|
2023
Q2 | $105K | Sell |
1,494
-40
| -3% | -$2.81K | 0.01% | 275 |
|
|
2023
Q1 | $107K | Buy |
1,534
+142
| +10% | +$9.88K | 0.01% | 268 |
|
|
2022
Q4 | $99.4K | Sell |
1,392
-265
| -16% | -$18.9K | 0.01% | 280 |
|
|
2022
Q3 | $113K | Buy |
1,657
+42
| +3% | +$2.86K | 0.01% | 270 |
|
|
2022
Q2 | $115K | Buy |
1,615
+32
| +2% | +$2.28K | 0.01% | 265 |
|
|
2022
Q1 | $115K | Sell |
1,583
-228
| -13% | -$16.6K | 0.01% | 276 |
|
|
2021
Q4 | $124K | Buy |
1,811
+73
| +4% | +$5K | 0.01% | 275 |
|
|
2021
Q3 | $108K | Buy |
1,738
+1,322
| +318% | +$82.2K | 0.01% | 291 |
|
|
2021
Q2 | $25K | Buy |
416
+350
| +530% | +$21K | ﹤0.01% | 344 |
|
|
2021
Q1 | $4K | Sell |
66
-202
| -75% | -$12.2K | ﹤0.01% | 491 |
|
|
2020
Q4 | $16K | Buy |
268
+202
| +306% | +$12.1K | ﹤0.01% | 361 |
|
|
2020
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $3K | Sell |
66
-1,419
| -96% | -$64.5K | ﹤0.01% | 471 |
|
|
2020
Q1 | $80K | Hold |
1,485
| – | – | 0.02% | 191 |
|
|
2019
Q4 | $95K | Buy |
1,485
+66
| +5% | +$4.22K | 0.02% | 200 |
|
|
2019
Q3 | $88K | Hold |
1,419
| – | – | 0.02% | 199 |
|
|
2019
Q2 | $78K | Hold |
1,419
| – | – | 0.02% | 207 |
|
|
2019
Q1 | $73K | Hold |
1,419
| – | – | 0.02% | 204 |
|
|
2018
Q4 | $62K | Sell |
1,419
-97
| -6% | -$4.24K | 0.02% | 208 |
|
|
2018
Q3 | $66K | Buy |
1,516
+97
| +7% | +$4.22K | 0.02% | 230 |
|
|
2018
Q2 | $66K | Hold |
1,419
| – | – | 0.02% | 224 |
|
|
2018
Q1 | $63K | Sell |
1,419
-300
| -17% | -$13.3K | 0.02% | 229 |
|
|
2017
Q4 | $83K | Buy |
1,719
+300
| +21% | +$14.5K | 0.02% | 213 |
|
|
2017
Q3 | $70K | Buy |
+1,419
| New | +$70K | 0.02% | 212 |
|
|
2017
Q2 | – | Sell |
-491
| Closed | -$24K | – | 443 |
|
|
2017
Q1 | $24K | Hold |
491
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $24K | Hold |
491
| – | – | 0.01% | 286 |
|
|
2016
Q3 | $25K | Sell |
491
-700
| -59% | -$35.6K | 0.01% | 298 |
|
|
2016
Q2 | $64K | Hold |
1,191
| – | – | 0.02% | 235 |
|
|
2016
Q1 | $62K | Sell |
1,191
-626
| -34% | -$32.6K | 0.02% | 213 |
|
|
2015
Q4 | $85K | Buy |
1,817
+1,117
| +160% | +$52.3K | 0.02% | 193 |
|
|
2015
Q3 | $31K | Sell |
700
-194
| -22% | -$8.59K | 0.01% | 243 |
|
|
2015
Q2 | $37K | Hold |
894
| – | – | 0.02% | 210 |
|
|
2015
Q1 | $40K | Sell |
894
-6
| -0.7% | -$268 | 0.02% | 203 |
|
|
2014
Q4 | $44K | Hold |
900
| – | – | 0.01% | 196 |
|
|
2014
Q3 | $39K | Hold |
900
| – | – | 0.01% | 206 |
|
|
2014
Q2 | $41K | Buy |
+900
| New | +$41K | 0.01% | 208 |
|