LBMC Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Sell |
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|
2025
Q2 | $2.69M | Sell |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.14K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $962K | Buy |
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|
2020
Q3 | $777K | Buy |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $718K | Buy |
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|
2019
Q4 | $828K | Buy |
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|
2019
Q3 | $802K | Buy |
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|
2019
Q2 | $716K | Buy |
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|
2019
Q1 | $668K | Sell |
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|
2018
Q4 | $648K | Sell |
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|
2018
Q3 | $732K | Sell |
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|
2018
Q2 | $894K | Buy |
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|
2018
Q1 | $853K | Sell |
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|
2017
Q4 | $934K | Buy |
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|
2017
Q3 | $933K | Sell |
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|
2017
Q2 | $947K | Buy |
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|
2017
Q1 | $977K | Sell |
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|
2016
Q4 | $968K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $959K | Buy |
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|
2016
Q1 | $836K | Buy |
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|
2015
Q4 | $726K | Buy |
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|
2015
Q3 | $687K | Buy |
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|
2015
Q2 | $427K | Sell |
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|
2015
Q1 | $460K | Buy |
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|
2014
Q4 | $406K | Hold |
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|
2014
Q3 | $361K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $452K | Buy |
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