JIC
Joel Isaacson & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
3,042
+14
| +0.5% | +$1.29K | 0.01% | 347 |
|
|
2025
Q1 | $278K | Buy |
3,028
+78
| +3% | +$7.17K | 0.01% | 333 |
|
|
2024
Q4 | $243K | Buy |
2,950
+14
| +0.5% | +$1.15K | 0.01% | 333 |
|
|
2024
Q3 | $265K | Buy |
2,936
+14
| +0.5% | +$1.26K | 0.01% | 307 |
|
|
2024
Q2 | $227K | Buy |
+2,922
| New | +$227K | 0.01% | 309 |
|
|
2023
Q3 | – | Sell |
-3,011
| Closed | -$212K | – | 319 |
|
|
2023
Q2 | $212K | Buy |
3,011
+16
| +0.5% | +$1.12K | 0.01% | 300 |
|
|
2023
Q1 | $208K | Buy |
2,995
+16
| +0.5% | +$1.11K | 0.02% | 304 |
|
|
2022
Q4 | $213K | Sell |
2,979
-1,259
| -30% | -$89.9K | 0.02% | 294 |
|
|
2022
Q3 | $288K | Sell |
4,238
-1,313
| -24% | -$89.2K | 0.02% | 237 |
|
|
2022
Q2 | $396K | Buy |
5,551
+14
| +0.3% | +$999 | 0.03% | 190 |
|
|
2022
Q1 | $420K | Buy |
5,537
+15
| +0.3% | +$1.14K | 0.03% | 200 |
|
|
2021
Q4 | $379K | Buy |
5,522
+1,501
| +37% | +$103K | 0.03% | 224 |
|
|
2021
Q3 | $249K | Hold |
4,021
| – | – | 0.02% | 272 |
|
|
2021
Q2 | $243K | Hold |
4,021
| – | – | 0.02% | 261 |
|
|
2021
Q1 | $250K | Hold |
4,021
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $247K | Hold |
4,021
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $218K | Hold |
4,021
| – | – | 0.03% | 210 |
|
|
2020
Q2 | $208K | Hold |
4,021
| – | – | 0.03% | 199 |
|
|
2020
Q1 | $218K | Hold |
4,021
| – | – | 0.04% | 169 |
|
|
2019
Q4 | $256K | Hold |
4,021
| – | – | 0.03% | 186 |
|
|
2019
Q3 | $248K | Sell |
4,021
-1,004
| -20% | -$61.9K | 0.04% | 182 |
|
|
2019
Q2 | $278K | Sell |
5,025
-3
| -0.1% | -$166 | 0.04% | 169 |
|
|
2019
Q1 | $260K | Sell |
5,028
-2,000
| -28% | -$103K | 0.04% | 179 |
|
|
2018
Q4 | $328K | Buy |
+7,028
| New | +$328K | 0.05% | 168 |
|
|
2017
Q1 | – | Sell |
-2,620
| Closed | -$129K | – | 476 |
|
|
2016
Q4 | $129K | Buy |
2,620
+14
| +0.5% | +$689 | 0.03% | 200 |
|
|
2016
Q3 | $134K | Buy |
2,606
+1,027
| +65% | +$52.8K | 0.03% | 203 |
|
|
2016
Q2 | $85K | Sell |
1,579
-693
| -31% | -$37.3K | 0.02% | 256 |
|
|
2016
Q1 | $118K | Buy |
2,272
+13
| +0.6% | +$675 | 0.03% | 223 |
|
|
2015
Q4 | $106K | Sell |
2,259
-641
| -22% | -$30.1K | 0.03% | 221 |
|
|
2015
Q3 | $130K | Buy |
2,900
+221
| +8% | +$9.91K | 0.03% | 196 |
|
|
2015
Q2 | $112K | Sell |
2,679
-331
| -11% | -$13.8K | 0.03% | 239 |
|
|
2015
Q1 | $133K | Buy |
3,010
+13
| +0.4% | +$574 | 0.03% | 217 |
|
|
2014
Q4 | $147K | Buy |
2,997
+11
| +0.4% | +$540 | 0.04% | 190 |
|
|
2014
Q3 | $130K | Buy |
2,986
+13
| +0.4% | +$566 | 0.04% | 178 |
|
|
2014
Q2 | $135K | Hold |
2,973
| – | – | 0.04% | 172 |
|
|
2014
Q1 | $131K | Hold |
2,973
| – | – | 0.04% | 172 |
|
|
2013
Q4 | $122K | Hold |
2,973
| – | – | 0.04% | 164 |
|
|
2013
Q3 | $122K | Hold |
2,973
| – | – | 0.05% | 156 |
|
|
2013
Q2 | $131K | Buy |
+2,973
| New | +$131K | 0.06% | 125 |
|