Koshinski Asset Management’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 | $1.99M | Buy |
21,698
+3,357
| +18% | +$308K | 0.15% | 141 |
|
|
2025
Q1 | $1.69M | Buy |
18,341
+770
| +4% | +$70.8K | 0.14% | 151 |
|
|
2024
Q4 | $1.45B | Buy |
17,571
+295
| +2% | +$24.3M | 0.12% | 162 |
|
|
2024
Q3 | $1.56M | Buy |
17,276
+2,532
| +17% | +$228K | 0.13% | 153 |
|
|
2024
Q2 | $1.15M | Buy |
14,744
+1,962
| +15% | +$153K | 0.11% | 190 |
|
|
2024
Q1 | $917K | Buy |
12,782
+2,053
| +19% | +$147K | 0.09% | 220 |
|
|
2023
Q4 | $752K | Sell |
10,729
-2,175
| -17% | -$153K | 0.11% | 217 |
|
|
2023
Q3 | $835K | Sell |
12,904
-2,623
| -17% | -$170K | 0.1% | 215 |
|
|
2023
Q2 | $1.09M | Sell |
15,527
-5,165
| -25% | -$363K | 0.12% | 180 |
|
|
2023
Q1 | $1.44M | Sell |
20,692
-6
| -0% | -$417 | 0.14% | 145 |
|
|
2022
Q4 | $1.48M | Sell |
20,698
-897
| -4% | -$64.1K | 0.14% | 162 |
|
|
2022
Q3 | $1.47M | Buy |
21,595
+659
| +3% | +$44.8K | 0.18% | 143 |
|
|
2022
Q2 | $1.49M | Buy |
20,936
+1,226
| +6% | +$87.4K | 0.15% | 162 |
|
|
2022
Q1 | $1.43M | Buy |
19,710
+220
| +1% | +$16K | 0.12% | 181 |
|
|
2021
Q4 | $1.34M | Buy |
19,490
+3,253
| +20% | +$223K | 0.11% | 198 |
|
|
2021
Q3 | $1.01M | Buy |
16,237
+4,068
| +33% | +$252K | 0.09% | 260 |
|
|
2021
Q2 | $736K | Sell |
12,169
-1,641
| -12% | -$99.3K | 0.09% | 244 |
|
|
2021
Q1 | $858K | Sell |
13,810
-314
| -2% | -$19.5K | 0.09% | 250 |
|
|
2020
Q4 | $868K | Sell |
14,124
-998
| -7% | -$61.3K | 0.11% | 218 |
|
|
2020
Q3 | $890 | Buy |
15,122
+1,423
| +10% | +$84 | 0.12% | 197 |
|
|
2020
Q2 | $710K | Buy |
13,699
+7,269
| +113% | +$377K | 0.12% | 212 |
|
|
2020
Q1 | $348K | Buy |
6,430
+2,343
| +57% | +$127K | 0.07% | 314 |
|
|
2019
Q4 | $259K | Buy |
4,087
+416
| +11% | +$26.4K | 0.04% | 433 |
|
|
2019
Q3 | $227K | Buy |
3,671
+9
| +0.2% | +$557 | 0.16% | 133 |
|
|
2019
Q2 | $202K | Buy |
+3,662
| New | +$202K | 0.08% | 257 |
|
|
2019
Q1 | – | Sell |
-4,991
| Closed | -$219K | – | 451 |
|
|
2018
Q4 | $219K | Buy |
+4,991
| New | +$219K | 0.05% | 359 |
|
|
2018
Q1 | – | Sell |
-5,449
| Closed | -$262K | – | 416 |
|
|
2017
Q4 | $262K | Buy |
5,449
+210
| +4% | +$10.1K | 0.07% | 364 |
|
|
2017
Q3 | $257K | Buy |
5,239
+259
| +5% | +$12.7K | 0.08% | 319 |
|
|
2017
Q2 | $238K | Sell |
4,980
-245
| -5% | -$11.7K | 0.09% | 317 |
|
|
2017
Q1 | $260K | Buy |
5,225
+570
| +12% | +$28.4K | 0.1% | 261 |
|
|
2016
Q4 | $229K | Sell |
4,655
-222
| -5% | -$10.9K | 0.11% | 251 |
|
|
2016
Q3 | $250K | Buy |
4,877
+640
| +15% | +$32.8K | 0.12% | 238 |
|
|
2016
Q2 | $227K | Buy |
4,237
+309
| +8% | +$16.6K | 0.12% | 232 |
|
|
2016
Q1 | $214K | Buy |
+3,928
| New | +$214K | 0.14% | 201 |
|