JT Stratford LLC’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 | $805K | Buy |
8,763
+163
| +2% | +$15K | 0.12% | 159 |
|
|
2025
Q1 | $791K | Sell |
8,600
-384
| -4% | -$35.3K | 0.14% | 155 |
|
|
2024
Q4 | $740K | Sell |
8,984
-174
| -2% | -$14.3K | 0.12% | 165 |
|
|
2024
Q3 | $826K | Buy |
9,158
+1,511
| +20% | +$136K | 0.14% | 157 |
|
|
2024
Q2 | $593K | Sell |
7,647
-907
| -11% | -$70.4K | 0.11% | 176 |
|
|
2024
Q1 | $614K | Sell |
8,554
-1,126
| -12% | -$80.8K | 0.12% | 176 |
|
|
2023
Q4 | $679K | Sell |
9,680
-387
| -4% | -$27.1K | 0.16% | 153 |
|
|
2023
Q3 | $652K | Buy |
10,067
+1,963
| +24% | +$127K | 0.17% | 142 |
|
|
2023
Q2 | $569K | Buy |
8,104
+476
| +6% | +$33.4K | 0.15% | 153 |
|
|
2023
Q1 | $531K | Buy |
7,628
+2,235
| +41% | +$156K | 0.15% | 142 |
|
|
2022
Q4 | $385K | Buy |
5,393
+569
| +12% | +$40.6K | 0.12% | 160 |
|
|
2022
Q3 | $328K | Sell |
4,824
-192
| -4% | -$13.1K | 0.12% | 144 |
|
|
2022
Q2 | $358K | Sell |
5,016
-455
| -8% | -$32.5K | 0.11% | 156 |
|
|
2022
Q1 | $397K | Sell |
5,471
-153
| -3% | -$11.1K | 0.12% | 146 |
|
|
2021
Q4 | $386K | Sell |
5,624
-16
| -0.3% | -$1.1K | 0.11% | 154 |
|
|
2021
Q3 | $350K | Sell |
5,640
-17,201
| -75% | -$1.07M | 0.11% | 158 |
|
|
2021
Q2 | $1.38M | Sell |
22,841
-806
| -3% | -$48.8K | 0.44% | 63 |
|
|
2021
Q1 | $1.47M | Sell |
23,647
-6,649
| -22% | -$413K | 0.52% | 55 |
|
|
2020
Q4 | $1.86M | Buy |
30,296
+629
| +2% | +$38.6K | 0.7% | 36 |
|
|
2020
Q3 | $1.61M | Sell |
29,667
-4,341
| -13% | -$235K | 0.69% | 39 |
|
|
2020
Q2 | $1.76M | Buy |
34,008
+2,040
| +6% | +$106K | 0.91% | 34 |
|
|
2020
Q1 | $1.73M | Buy |
31,968
+19,485
| +156% | +$1.06M | 1.06% | 23 |
|
|
2019
Q4 | $795K | Sell |
12,483
-3,933
| -24% | -$250K | 0.36% | 76 |
|
|
2019
Q3 | $1.01M | Buy |
16,416
+2,545
| +18% | +$157K | 0.57% | 53 |
|
|
2019
Q2 | $767K | Buy |
13,871
+4,763
| +52% | +$263K | 0.43% | 60 |
|
|
2019
Q1 | $471K | Buy |
+9,108
| New | +$471K | 0.27% | 77 |
|