LIA
LBMC Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
29,269
-2,192
| -7% | -$201K | 0.19% | 57 |
|
|
2025
Q1 | $2.89M | Buy |
31,461
+7,933
| +34% | +$729K | 0.23% | 50 |
|
|
2024
Q4 | $1.94M | Buy |
23,528
+3
| +0% | +$247 | 0.15% | 55 |
|
|
2024
Q3 | $2.12M | Buy |
23,525
+3
| +0% | +$271 | 0.17% | 53 |
|
|
2024
Q2 | $1.82M | Buy |
23,522
+23
| +0.1% | +$1.78K | 0.16% | 55 |
|
|
2024
Q1 | $1.69M | Sell |
23,499
-1,112
| -5% | -$79.8K | 0.15% | 55 |
|
|
2023
Q4 | $1.73M | Sell |
24,611
-3,024
| -11% | -$212K | 0.16% | 46 |
|
|
2023
Q3 | $1.77M | Buy |
27,635
+25
| +0.1% | +$1.6K | 0.19% | 45 |
|
|
2023
Q2 | $1.94M | Buy |
27,610
+77
| +0.3% | +$5.41K | 0.19% | 41 |
|
|
2023
Q1 | $1.92M | Buy |
27,533
+311
| +1% | +$21.6K | 0.19% | 40 |
|
|
2022
Q4 | $1.94M | Buy |
27,222
+75
| +0.3% | +$5.36K | 0.21% | 35 |
|
|
2022
Q3 | $1.85M | Buy |
27,147
+21
| +0.1% | +$1.43K | 0.21% | 35 |
|
|
2022
Q2 | $1.93M | Buy |
27,126
+8,498
| +46% | +$606K | 0.21% | 35 |
|
|
2022
Q1 | $1.35M | Buy |
18,628
+23
| +0.1% | +$1.67K | 0.12% | 48 |
|
|
2021
Q4 | $1.28M | Buy |
18,605
+17,053
| +1,099% | +$1.17M | 0.11% | 50 |
|
|
2021
Q3 | $1.14K | Sell |
1,552
-16,235
| -91% | -$12K | 0.11% | 55 |
|
|
2021
Q2 | $1.08M | Buy |
17,787
+2,029
| +13% | +$123K | 0.1% | 57 |
|
|
2021
Q1 | $980K | Buy |
15,758
+100
| +0.6% | +$6.22K | 0.1% | 54 |
|
|
2020
Q4 | $962K | Buy |
15,658
+1,323
| +9% | +$81.3K | 0.11% | 47 |
|
|
2020
Q3 | $777K | Buy |
14,335
+2,229
| +18% | +$121K | 0.11% | 50 |
|
|
2020
Q2 | $628K | Sell |
12,106
-1,153
| -9% | -$59.8K | 0.1% | 49 |
|
|
2020
Q1 | $718K | Buy |
13,259
+256
| +2% | +$13.9K | 0.13% | 38 |
|
|
2019
Q4 | $828K | Buy |
13,003
+26
| +0.2% | +$1.66K | 0.12% | 41 |
|
|
2019
Q3 | $802K | Buy |
12,977
+27
| +0.2% | +$1.67K | 0.12% | 40 |
|
|
2019
Q2 | $716K | Buy |
12,950
+29
| +0.2% | +$1.6K | 0.11% | 45 |
|
|
2019
Q1 | $668K | Sell |
12,921
-1,844
| -12% | -$95.3K | 0.11% | 46 |
|
|
2018
Q4 | $648K | Sell |
14,765
-2,026
| -12% | -$88.9K | 0.12% | 45 |
|
|
2018
Q3 | $732K | Sell |
16,791
-2,511
| -13% | -$109K | 0.12% | 43 |
|
|
2018
Q2 | $894K | Buy |
19,302
+200
| +1% | +$9.26K | 0.15% | 38 |
|
|
2018
Q1 | $853K | Sell |
19,102
-310
| -2% | -$13.8K | 0.15% | 37 |
|
|
2017
Q4 | $934K | Buy |
19,412
+424
| +2% | +$20.4K | 0.15% | 38 |
|
|
2017
Q3 | $933K | Sell |
18,988
-787
| -4% | -$38.7K | 0.16% | 33 |
|
|
2017
Q2 | $947K | Buy |
19,775
+158
| +0.8% | +$7.57K | 0.17% | 30 |
|
|
2017
Q1 | $977K | Sell |
19,617
-61
| -0.3% | -$3.04K | 0.17% | 28 |
|
|
2016
Q4 | $968K | Sell |
19,678
-646
| -3% | -$31.8K | 0.18% | 30 |
|
|
2016
Q3 | $1.04M | Buy |
20,324
+2,447
| +14% | +$126K | 0.2% | 28 |
|
|
2016
Q2 | $959K | Buy |
17,877
+1,709
| +11% | +$91.7K | 0.19% | 29 |
|
|
2016
Q1 | $836K | Buy |
16,168
+648
| +4% | +$33.5K | 0.17% | 29 |
|
|
2015
Q4 | $726K | Buy |
15,520
+156
| +1% | +$7.3K | 0.16% | 31 |
|
|
2015
Q3 | $687K | Buy |
15,364
+5,163
| +51% | +$231K | 0.16% | 31 |
|
|
2015
Q2 | $427K | Sell |
10,201
-196
| -2% | -$8.2K | 0.09% | 40 |
|
|
2015
Q1 | $460K | Buy |
10,397
+2,133
| +26% | +$94.4K | 0.1% | 38 |
|
|
2014
Q4 | $406K | Hold |
8,264
| – | – | 0.09% | 40 |
|
|
2014
Q3 | $361K | Buy |
+8,264
| New | +$361K | 0.09% | 36 |
|
|
2013
Q4 | – | Sell |
-10,987
| Closed | -$452K | – | 54 |
|
|
2013
Q3 | $452K | Buy |
+10,987
| New | +$452K | 0.13% | 35 |
|