Laurel Wealth Advisors (North Carolina)’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 | $48.1M | Buy |
4,421,331
+4,373,271
| +9,100% | +$47.6M | 0.69% | 37 |
|
|
2025
Q1 | $4.42M | Sell |
48,060
-1,096
| -2% | -$101K | 0.69% | 38 |
|
|
2024
Q4 | $4.05M | Buy |
49,156
+924
| +2% | +$76.1K | 0.63% | 41 |
|
|
2024
Q3 | $4.35M | Buy |
48,232
+623
| +1% | +$56.2K | 0.69% | 37 |
|
|
2024
Q2 | $3.69M | Sell |
47,609
-2,496
| -5% | -$194K | 0.64% | 42 |
|
|
2024
Q1 | $3.59M | Buy |
50,105
+354
| +0.7% | +$25.4K | 0.61% | 43 |
|
|
2023
Q4 | $3.49M | Buy |
49,751
+999
| +2% | +$70K | 0.66% | 41 |
|
|
2023
Q3 | $3.16M | Sell |
48,752
-3,795
| -7% | -$246K | 0.67% | 41 |
|
|
2023
Q2 | $3.69M | Sell |
52,547
-1,881
| -3% | -$132K | 0.74% | 40 |
|
|
2023
Q1 | $3.79M | Buy |
54,428
+2,725
| +5% | +$190K | 0.8% | 37 |
|
|
2022
Q4 | $3.69M | Buy |
51,703
+4,655
| +10% | +$332K | 0.84% | 36 |
|
|
2022
Q3 | $3.2M | Buy |
47,048
+978
| +2% | +$66.5K | 0.8% | 34 |
|
|
2022
Q2 | $3.29M | Buy |
46,070
+1,400
| +3% | +$99.8K | 0.79% | 37 |
|
|
2022
Q1 | $3.24M | Buy |
44,670
+7,044
| +19% | +$511K | 0.68% | 43 |
|
|
2021
Q4 | $2.58M | Buy |
37,626
+1,758
| +5% | +$121K | 0.53% | 53 |
|
|
2021
Q3 | $2.22M | Buy |
35,868
+2,332
| +7% | +$145K | 0.49% | 55 |
|
|
2021
Q2 | $2.03M | Buy |
33,536
+4,173
| +14% | +$252K | 0.44% | 60 |
|
|
2021
Q1 | $1.83M | Buy |
29,363
+4,765
| +19% | +$296K | 0.44% | 61 |
|
|
2020
Q4 | $1.51M | Buy |
24,598
+3,498
| +17% | +$215K | 0.39% | 65 |
|
|
2020
Q3 | $1.14M | Sell |
21,100
-973
| -4% | -$52.8K | 0.34% | 67 |
|
|
2020
Q2 | $1.14M | Sell |
22,073
-955
| -4% | -$49.5K | 0.38% | 69 |
|
|
2020
Q1 | $1.25M | Sell |
23,028
-50
| -0.2% | -$2.71K | 0.47% | 65 |
|
|
2019
Q4 | $1.47M | Sell |
23,078
-150
| -0.6% | -$9.56K | 0.46% | 62 |
|
|
2019
Q3 | $1.44M | Sell |
23,228
-150
| -0.6% | -$9.27K | 0.49% | 63 |
|
|
2019
Q2 | $1.29M | Sell |
23,378
-25
| -0.1% | -$1.38K | 0.45% | 63 |
|
|
2019
Q1 | $1.21M | Buy |
23,403
+150
| +0.6% | +$7.75K | 0.44% | 64 |
|
|
2018
Q4 | $1.02M | Buy |
+23,253
| New | +$1.02M | 0.41% | 64 |
|