Jones Financial Companies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
142,324
+19,381
| +16% | +$1.76M | 0.01% | 323 |
|
|
2025
Q1 | $11.2M | Buy |
122,943
+30,768
| +33% | +$2.81M | 0.01% | 299 |
|
|
2024
Q4 | $7.59M | Buy |
92,175
+35,103
| +62% | +$2.89M | 0.01% | 300 |
|
|
2024
Q3 | $5.14M | Buy |
57,072
+27,218
| +91% | +$2.45M | 0.01% | 291 |
|
|
2024
Q2 | $2.32M | Buy |
29,854
+20,813
| +230% | +$1.61M | ﹤0.01% | 289 |
|
|
2024
Q1 | $649K | Buy |
9,041
+4,590
| +103% | +$329K | ﹤0.01% | 303 |
|
|
2023
Q4 | $312K | Buy |
4,451
+98
| +2% | +$6.87K | ﹤0.01% | 278 |
|
|
2023
Q3 | $282K | Buy |
4,353
+392
| +10% | +$25.4K | ﹤0.01% | 241 |
|
|
2023
Q2 | $278K | Sell |
3,961
-871
| -18% | -$61.2K | ﹤0.01% | 245 |
|
|
2023
Q1 | $336K | Buy |
4,832
+374
| +8% | +$26K | ﹤0.01% | 235 |
|
|
2022
Q4 | $318K | Buy |
4,458
+306
| +7% | +$21.8K | ﹤0.01% | 232 |
|
|
2022
Q3 | $282K | Sell |
4,152
-2,652
| -39% | -$180K | ﹤0.01% | 217 |
|
|
2022
Q2 | $485K | Sell |
6,804
-2,380
| -26% | -$170K | ﹤0.01% | 192 |
|
|
2022
Q1 | $666K | Buy |
9,184
+1,896
| +26% | +$137K | ﹤0.01% | 179 |
|
|
2021
Q4 | $500K | Sell |
7,288
-445
| -6% | -$30.5K | ﹤0.01% | 184 |
|
|
2021
Q3 | $479K | Buy |
7,733
+2,617
| +51% | +$162K | ﹤0.01% | 177 |
|
|
2021
Q2 | $310K | Sell |
5,116
-996
| -16% | -$60.4K | ﹤0.01% | 197 |
|
|
2021
Q1 | $380K | Sell |
6,112
-4,109
| -40% | -$255K | ﹤0.01% | 185 |
|
|
2020
Q4 | $628K | Buy |
10,221
+1,727
| +20% | +$106K | ﹤0.01% | 156 |
|
|
2020
Q3 | $461K | Sell |
8,494
-3,464
| -29% | -$188K | ﹤0.01% | 165 |
|
|
2020
Q2 | $620K | Buy |
11,958
+4,203
| +54% | +$218K | ﹤0.01% | 151 |
|
|
2020
Q1 | $420K | Sell |
7,755
-3,468
| -31% | -$188K | ﹤0.01% | 164 |
|
|
2019
Q4 | $715K | Buy |
11,223
+770
| +7% | +$49.1K | ﹤0.01% | 158 |
|
|
2019
Q3 | $646K | Buy |
10,453
+2,989
| +40% | +$185K | ﹤0.01% | 156 |
|
|
2019
Q2 | $413K | Buy |
7,464
+1,382
| +23% | +$76.5K | ﹤0.01% | 171 |
|
|
2019
Q1 | $314K | Buy |
6,082
+1,185
| +24% | +$61.2K | ﹤0.01% | 185 |
|
|
2018
Q4 | $216K | Sell |
4,897
-100
| -2% | -$4.41K | ﹤0.01% | 200 |
|
|
2018
Q3 | $217K | Buy |
4,997
+400
| +9% | +$17.4K | ﹤0.01% | 200 |
|
|
2018
Q2 | $213K | Sell |
4,597
-678
| -13% | -$31.4K | ﹤0.01% | 200 |
|
|
2018
Q1 | $236K | Buy |
5,275
+239
| +5% | +$10.7K | ﹤0.01% | 201 |
|
|
2017
Q4 | $243K | Sell |
5,036
-2
| -0% | -$97 | ﹤0.01% | 213 |
|
|
2017
Q3 | $247K | Buy |
5,038
+6
| +0.1% | +$294 | ﹤0.01% | 198 |
|
|
2017
Q2 | $241K | Sell |
5,032
-1,168
| -19% | -$55.9K | ﹤0.01% | 204 |
|
|
2017
Q1 | $309K | Buy |
+6,200
| New | +$309K | ﹤0.01% | 195 |
|
|
2014
Q3 | – | Sell |
-6,812
| Closed | -$309K | – | 226 |
|
|
2014
Q2 | $309K | Buy |
+6,812
| New | +$309K | ﹤0.01% | 207 |
|
|
2013
Q4 | – | Sell |
-775
| Closed | -$32K | – | 491 |
|
|
2013
Q3 | $32K | Buy |
775
+54
| +7% | +$2.23K | ﹤0.01% | 363 |
|
|
2013
Q2 | $32K | Buy |
+721
| New | +$32K | ﹤0.01% | 378 |
|