Leelyn Smith’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.86M	Buy	31,191 +295	+1%	+$27.1K	0.47%	55
2025 Q1	$2.84M	Sell	30,896 -777	-2%	-$71.4K	0.5%	56
2024 Q4	$2.61M	Sell	31,673 -359	-1%	-$29.6K	0.46%	61
2024 Q3	$2.89M	Buy	32,032 +35	+0.1%	+$3.16K	0.52%	53
2024 Q2	$2.48M	Sell	31,997 -668	-2%	-$51.8K	0.48%	55
2024 Q1	$2.34M	Buy	32,665 +58	+0.2%	+$4.16K	0.47%	60
2023 Q4	$2.29M	Sell	32,607 -1,746	-5%	-$122K	0.5%	54
2023 Q3	$2.22M	Buy	34,353 +154	+0.5%	+$9.97K	0.54%	53
2023 Q2	$2.4M	Sell	34,199 -1,697	-5%	-$119K	0.58%	49
2023 Q1	$2.5M	Buy	35,896 +1,010	+3%	+$70.3K	0.64%	49
2022 Q4	$2.49M	Buy	34,886 +3,405	+11%	+$243K	0.68%	45
2022 Q3	$2.14M	Sell	31,481 -66	-0.2%	-$4.49K	0.74%	41
2022 Q2	$2.25M	Buy	31,547 +1,124	+4%	+$80.2K	0.58%	48
2022 Q1	$2.21M	Buy	30,423 +1,156	+4%	+$83.8K	0.58%	53
2021 Q4	$2.01M	Sell	29,267 -161	-0.5%	-$11K	0.54%	54
2021 Q3	$1.82M	Buy	29,428 +257	+0.9%	+$15.9K	0.53%	58
2021 Q2	$1.77M	Buy	29,171 +600	+2%	+$36.3K	0.52%	59
2021 Q1	$1.78M	Buy	28,571 +1,957	+7%	+$122K	0.53%	61
2020 Q4	$1.64M	Buy	26,614 +1,244	+5%	+$76.4K	0.52%	58
2020 Q3	$1.38M	Buy	25,370 +18	+0.1%	+$976	0.49%	57
2020 Q2	$1.31M	Sell	25,352 -328	-1%	-$17K	0.54%	51
2020 Q1	$1.39M	Buy	25,680 +2,667	+12%	+$144K	0.74%	35
2019 Q4	$1.47K	Buy	+23,013	New	+$1.47K	0.71%	38