Lantz Financial’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 | $3.1M | Sell |
33,726
-753
| -2% | -$69.1K | 0.77% | 28 |
|
|
2025
Q1 | $3.17M | Sell |
34,479
-914
| -3% | -$84K | 0.87% | 25 |
|
|
2024
Q4 | $2.91M | Buy |
35,393
+54
| +0.2% | +$4.45K | 0.78% | 29 |
|
|
2024
Q3 | $3.19M | Sell |
35,339
-999
| -3% | -$90.1K | 0.86% | 24 |
|
|
2024
Q2 | $2.82M | Sell |
36,338
-528
| -1% | -$41K | 0.88% | 22 |
|
|
2024
Q1 | $2.64M | Sell |
36,866
-18
| -0% | -$1.29K | 0.85% | 22 |
|
|
2023
Q4 | $2.59M | Sell |
36,884
-2,281
| -6% | -$160K | 0.93% | 17 |
|
|
2023
Q3 | $2.53M | Sell |
39,165
-650
| -2% | -$42.1K | 1.01% | 20 |
|
|
2023
Q2 | $2.8M | Sell |
39,815
-446
| -1% | -$31.3K | 1.1% | 19 |
|
|
2023
Q1 | $2.8M | Sell |
40,261
-27
| -0.1% | -$1.88K | 1.17% | 18 |
|
|
2022
Q4 | $2.88M | Buy |
40,288
+469
| +1% | +$33.5K | 1.31% | 16 |
|
|
2022
Q3 | $2.71M | Buy |
39,819
+74
| +0.2% | +$5.03K | 1.41% | 13 |
|
|
2022
Q2 | $2.83M | Sell |
39,745
-263
| -0.7% | -$18.8K | 1.28% | 17 |
|
|
2022
Q1 | $2.9M | Buy |
40,008
+1,911
| +5% | +$139K | 1.18% | 16 |
|
|
2021
Q4 | $2.61M | Buy |
38,097
+1,051
| +3% | +$72.1K | 1.2% | 13 |
|
|
2021
Q3 | $2.3M | Buy |
37,046
+944
| +3% | +$58.5K | 1.18% | 14 |
|
|
2021
Q2 | $2.19M | Buy |
36,102
+462
| +1% | +$28K | 1.12% | 16 |
|
|
2021
Q1 | $2.22M | Buy |
35,640
+1,443
| +4% | +$89.7K | 1.26% | 13 |
|
|
2020
Q4 | $2.1M | Sell |
34,197
-246
| -0.7% | -$15.1K | 1.31% | 13 |
|
|
2020
Q3 | $1.87M | Buy |
34,443
+784
| +2% | +$42.5K | 1.26% | 16 |
|
|
2020
Q2 | $1.75M | Sell |
33,659
-426
| -1% | -$22.1K | 1.26% | 13 |
|
|
2020
Q1 | $1.85M | Sell |
34,085
-1,725
| -5% | -$93.4K | 1.45% | 11 |
|
|
2019
Q4 | $2.28M | Sell |
35,810
-377
| -1% | -$24K | 1.35% | 12 |
|
|
2019
Q3 | $2.21M | Sell |
36,187
-53
| -0.1% | -$3.24K | 1.49% | 9 |
|
|
2019
Q2 | $2.02M | Buy |
36,240
+554
| +2% | +$30.9K | 1.37% | 9 |
|
|
2019
Q1 | $1.84M | Buy |
+35,686
| New | +$1.84M | 1.34% | 11 |
|