KCM Investment Advisors’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 | $3.07M | Buy |
33,476
+750
| +2% | +$68.9K | 0.1% | 124 |
|
|
2025
Q1 | $3.01M | Buy |
32,726
+1,500
| +5% | +$138K | 0.11% | 124 |
|
|
2024
Q4 | $2.57M | Sell |
31,226
-2,512
| -7% | -$207K | 0.09% | 137 |
|
|
2024
Q3 | $3.04M | Sell |
33,738
-8
| -0% | -$721 | 0.1% | 131 |
|
|
2024
Q2 | $2.62M | Sell |
33,746
-292
| -0.9% | -$22.7K | 0.09% | 133 |
|
|
2024
Q1 | $2.44M | Buy |
34,038
+941
| +3% | +$67.5K | 0.09% | 138 |
|
|
2023
Q4 | $2.32M | Sell |
33,097
-1,500
| -4% | -$105K | 0.09% | 143 |
|
|
2023
Q3 | $2.24M | Sell |
34,597
-2,082
| -6% | -$135K | 0.1% | 140 |
|
|
2023
Q2 | $2.58M | Sell |
36,679
-1,762
| -5% | -$124K | 0.1% | 138 |
|
|
2023
Q1 | $2.67M | Sell |
38,441
-2,398
| -6% | -$167K | 0.11% | 141 |
|
|
2022
Q4 | $2.92M | Sell |
40,839
-1,721
| -4% | -$123K | 0.13% | 130 |
|
|
2022
Q3 | $2.89M | Buy |
42,560
+25,085
| +144% | +$1.71M | 0.13% | 126 |
|
|
2022
Q2 | $1.25M | Buy |
17,475
+516
| +3% | +$36.8K | 0.05% | 191 |
|
|
2022
Q1 | $1.23M | Sell |
16,959
-491
| -3% | -$35.6K | 0.05% | 199 |
|
|
2021
Q4 | $1.2M | Sell |
17,450
-752
| -4% | -$51.6K | 0.04% | 207 |
|
|
2021
Q3 | $1.13M | Sell |
18,202
-1,884
| -9% | -$117K | 0.04% | 198 |
|
|
2021
Q2 | $1.22M | Sell |
20,086
-400
| -2% | -$24.2K | 0.05% | 186 |
|
|
2021
Q1 | $1.27M | Buy |
20,486
+1,810
| +10% | +$112K | 0.06% | 178 |
|
|
2020
Q4 | $1.15M | Buy |
18,676
+374
| +2% | +$23K | 0.06% | 173 |
|
|
2020
Q3 | $992K | Buy |
18,302
+511
| +3% | +$27.7K | 0.06% | 171 |
|
|
2020
Q2 | $922K | Sell |
17,791
-2,320
| -12% | -$120K | 0.05% | 182 |
|
|
2020
Q1 | $1.09M | Buy |
20,111
+1,840
| +10% | +$99.6K | 0.07% | 153 |
|
|
2019
Q4 | $1.16M | Sell |
18,271
-500
| -3% | -$31.9K | 0.06% | 166 |
|
|
2019
Q3 | $1.16M | Sell |
18,771
-1,125
| -6% | -$69.5K | 0.07% | 163 |
|
|
2019
Q2 | $1.1M | Sell |
19,896
-200
| -1% | -$11.1K | 0.07% | 165 |
|
|
2019
Q1 | $1.04M | Sell |
20,096
-445
| -2% | -$23K | 0.07% | 167 |
|
|
2018
Q4 | $902K | Sell |
20,541
-1,200
| -6% | -$52.7K | 0.06% | 240 |
|
|
2018
Q3 | $948K | Sell |
21,741
-500
| -2% | -$21.8K | 0.05% | 246 |
|
|
2018
Q2 | $1.03M | Sell |
22,241
-2,800
| -11% | -$130K | 0.06% | 234 |
|
|
2018
Q1 | $1.12M | Sell |
25,041
-250
| -1% | -$11.2K | 0.07% | 239 |
|
|
2017
Q4 | $1.22M | Sell |
25,291
-1,250
| -5% | -$60.1K | 0.07% | 235 |
|
|
2017
Q3 | $1.3M | Sell |
26,541
-825
| -3% | -$40.5K | 0.08% | 229 |
|
|
2017
Q2 | $1.31M | Sell |
27,366
-7,100
| -21% | -$340K | 0.08% | 222 |
|
|
2017
Q1 | $1.72M | Sell |
34,466
-3,750
| -10% | -$187K | 0.11% | 198 |
|
|
2016
Q4 | $1.88M | Sell |
38,216
-4,250
| -10% | -$209K | 0.13% | 182 |
|
|
2016
Q3 | $2.18M | Sell |
42,466
-2,475
| -6% | -$127K | 0.15% | 163 |
|
|
2016
Q2 | $2.41M | Buy |
44,941
+35
| +0.1% | +$1.88K | 0.17% | 150 |
|
|
2016
Q1 | $2.32M | Sell |
44,906
-3,825
| -8% | -$198K | 0.17% | 147 |
|
|
2015
Q4 | $2.28M | Sell |
48,731
-2,263
| -4% | -$106K | 0.18% | 142 |
|
|
2015
Q3 | $2.28M | Sell |
50,994
-1,350
| -3% | -$60.3K | 0.19% | 145 |
|
|
2015
Q2 | $2.19M | Sell |
52,344
-3,650
| -7% | -$153K | 0.17% | 159 |
|
|
2015
Q1 | $2.48M | Sell |
55,994
-2,680
| -5% | -$119K | 0.2% | 137 |
|
|
2014
Q4 | $2.88M | Sell |
58,674
-25
| -0% | -$1.23K | 0.24% | 119 |
|
|
2014
Q3 | $2.56M | Sell |
58,699
-2,150
| -4% | -$93.8K | 0.23% | 123 |
|
|
2014
Q2 | $2.76M | Buy |
60,849
+1,025
| +2% | +$46.5K | 0.26% | 113 |
|
|
2014
Q1 | $2.63M | Sell |
59,824
-53
| -0.1% | -$2.33K | 0.27% | 112 |
|
|
2013
Q4 | $2.46M | Buy |
59,877
+2,979
| +5% | +$122K | 0.27% | 114 |
|
|
2013
Q3 | $2.34M | Buy |
56,898
+1,786
| +3% | +$73.5K | 0.28% | 108 |
|
|
2013
Q2 | $2.43M | Buy |
+55,112
| New | +$2.43M | 0.29% | 102 |
|