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JNBA Financial Advisors’s Southern Company SO Stock Holding History

JNBA Financial Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$116K Buy
1,262
+825
+189% +$75.8K 0.01% 206
2025
Q1 		$40.2K Hold
437
– – ﹤0.01% 307
2024
Q4 		$36K Sell
437
-35
-7% -$2.88K ﹤0.01% 316
2024
Q3 		$42.6K Sell
472
-34
-7% -$3.07K ﹤0.01% 305
2024
Q2 		$39.3K Hold
506
– – ﹤0.01% 314
2024
Q1 		$36.3K Hold
506
– – ﹤0.01% 322
2023
Q4 		$35.5K Sell
506
-57
-10% -$4K ﹤0.01% 319
2023
Q3 		$36.4K Buy
563
+57
+11% +$3.69K ﹤0.01% 316
2023
Q2 		$35.5K Buy
506
+14
+3% +$984 ﹤0.01% 325
2023
Q1 		$34.2K Buy
492
+55
+13% +$3.83K ﹤0.01% 327
2022
Q4 		$31.2K Hold
437
– – ﹤0.01% 324
2022
Q3 		$30K Hold
437
– – ﹤0.01% 330
2022
Q2 		$31K Hold
437
– – ﹤0.01% 336
2022
Q1 		$32K Sell
437
-281
-39% -$20.6K ﹤0.01% 344
2021
Q4 		$49K Hold
718
– – 0.01% 307
2021
Q3 		$44K Hold
718
– – 0.01% 308
2021
Q2 		$43K Hold
718
– – 0.01% 305
2021
Q1 		$45K Hold
718
– – 0.01% 291
2020
Q4 		$44K Hold
718
– – 0.01% 272
2020
Q3 		$39K Sell
718
-50
-7% -$2.72K 0.01% 264
2020
Q2 		$40K Hold
768
– – 0.01% 257
2020
Q1 		$42K Buy
768
+50
+7% +$2.73K 0.01% 237
2019
Q4 		$46K Hold
718
– – 0.01% 256
2019
Q3 		$44K Sell
718
-363
-34% -$22.2K 0.01% 246
2019
Q2 		$60K Hold
1,081
– – 0.01% 218
2019
Q1 		$56K Sell
1,081
-303
-22% -$15.7K 0.01% 214
2018
Q4 		$61K Sell
1,384
-7,365
-84% -$325K 0.01% 186
2018
Q3 		$381K Buy
8,749
+6,968
+391% +$303K 0.17% 89
2018
Q2 		$82K Buy
1,781
+300
+20% +$13.8K 0.02% 191
2018
Q1 		$66K Hold
1,481
– – 0.01% 199
2017
Q4 		$71K Hold
1,481
– – 0.01% 195
2017
Q3 		$73K Hold
1,481
– – 0.02% 186
2017
Q2 		$71K Hold
1,481
– – 0.02% 179
2017
Q1 		$74K Hold
1,481
– – 0.02% 178
2016
Q4 		$73K Sell
1,481
-45,173
-97% -$2.23M 0.02% 179
2016
Q3 		$2.39M Buy
46,654
+45,454
+3,788% +$2.33M 0.35% 25
2016
Q2 		$64K Hold
1,200
– – 0.02% 183
2016
Q1 		$62K Sell
1,200
-300
-20% -$15.5K 0.02% 179
2015
Q4 		$70K Hold
1,500
– – 0.03% 169
2015
Q3 		$67K Hold
1,500
– – 0.03% 161
2015
Q2 		$63K Hold
1,500
– – 0.02% 162
2015
Q1 		$66K Hold
1,500
– – 0.03% 159
2014
Q4 		$74K Hold
1,500
– – 0.03% 158
2014
Q3 		$65K Hold
1,500
– – 0.03% 168
2014
Q2 		$68K Hold
1,500
– – 0.03% 159
2014
Q1 		$66K Hold
1,500
– – 0.03% 152
2013
Q4 		$62K Hold
1,500
– – 0.03% 154
2013
Q3 		$62K Hold
1,500
– – 0.04% 148
2013
Q2 		$66K Buy
+1,500
New +$66K 0.05% 136