JT Stratford LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $796K | Sell |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $740K | Sell |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $569K | Buy |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $795K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $767K | Buy |
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|
2019
Q1 | $471K | Buy |
|