LW
Linscomb Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
8,309
-2,566
| -24% | -$236K | 0.04% | 200 |
|
|
2025
Q1 | $1,000K | Sell |
10,875
-80
| -0.7% | -$7.36K | 0.05% | 168 |
|
|
2024
Q4 | $902K | Buy |
10,955
+1,704
| +18% | +$140K | 0.04% | 174 |
|
|
2024
Q3 | $834K | Hold |
9,251
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $718K | Buy |
9,251
+14
| +0.2% | +$1.09K | 0.04% | 189 |
|
|
2024
Q1 | $663K | Sell |
9,237
-657
| -7% | -$47.1K | 0.03% | 202 |
|
|
2023
Q4 | $694K | Buy |
9,894
+439
| +5% | +$30.8K | 0.04% | 184 |
|
|
2023
Q3 | $612K | Hold |
9,455
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $664K | Sell |
9,455
-223
| -2% | -$15.7K | 0.04% | 188 |
|
|
2023
Q1 | $673K | Sell |
9,678
-569
| -6% | -$39.6K | 0.04% | 185 |
|
|
2022
Q4 | $732K | Buy |
10,247
+1,953
| +24% | +$139K | 0.04% | 197 |
|
|
2022
Q3 | $564K | Sell |
8,294
-644
| -7% | -$43.8K | 0.03% | 190 |
|
|
2022
Q2 | $637K | Sell |
8,938
-1,844
| -17% | -$131K | 0.04% | 181 |
|
|
2022
Q1 | $782K | Buy |
10,782
+200
| +2% | +$14.5K | 0.04% | 195 |
|
|
2021
Q4 | $726K | Sell |
10,582
-2,338
| -18% | -$160K | 0.03% | 199 |
|
|
2021
Q3 | $801K | Buy |
12,920
+3,964
| +44% | +$246K | 0.04% | 186 |
|
|
2021
Q2 | $542K | Buy |
8,956
+5
| +0.1% | +$303 | 0.03% | 210 |
|
|
2021
Q1 | $556K | Sell |
8,951
-51
| -0.6% | -$3.17K | 0.03% | 202 |
|
|
2020
Q4 | $553K | Sell |
9,002
-420
| -4% | -$25.8K | 0.03% | 192 |
|
|
2020
Q3 | $511K | Sell |
9,422
-801
| -8% | -$43.4K | 0.04% | 185 |
|
|
2020
Q2 | $530K | Buy |
10,223
+214
| +2% | +$11.1K | 0.04% | 185 |
|
|
2020
Q1 | $542K | Buy |
10,009
+12
| +0.1% | +$650 | 0.05% | 234 |
|
|
2019
Q4 | $637K | Buy |
9,997
+1,172
| +13% | +$74.7K | 0.04% | 295 |
|
|
2019
Q3 | $545K | Buy |
8,825
+3
| +0% | +$185 | 0.04% | 179 |
|
|
2019
Q2 | $488K | Sell |
8,822
-1,145
| -11% | -$63.3K | 0.04% | 184 |
|
|
2019
Q1 | $515K | Buy |
9,967
+230
| +2% | +$11.9K | 0.04% | 177 |
|
|
2018
Q4 | $428K | Buy |
9,737
+328
| +3% | +$14.4K | 0.04% | 177 |
|
|
2018
Q3 | $410K | Sell |
9,409
-996
| -10% | -$43.4K | 0.03% | 201 |
|
|
2018
Q2 | $482K | Buy |
10,405
+222
| +2% | +$10.3K | 0.04% | 177 |
|
|
2018
Q1 | $455K | Sell |
10,183
-536
| -5% | -$24K | 0.04% | 180 |
|
|
2017
Q4 | $515K | Buy |
10,719
+1,466
| +16% | +$70.4K | 0.04% | 172 |
|
|
2017
Q3 | $455K | Sell |
9,253
-148
| -2% | -$7.28K | 0.04% | 181 |
|
|
2017
Q2 | $450K | Sell |
9,401
-1,193
| -11% | -$57.1K | 0.04% | 173 |
|
|
2017
Q1 | $527K | Buy |
10,594
+590
| +6% | +$29.4K | 0.05% | 159 |
|
|
2016
Q4 | $492K | Sell |
10,004
-1,034
| -9% | -$50.9K | 0.05% | 173 |
|
|
2016
Q3 | $566K | Sell |
11,038
-685
| -6% | -$35.1K | 0.06% | 153 |
|
|
2016
Q2 | $629K | Buy |
11,723
+2,221
| +23% | +$119K | 0.06% | 141 |
|
|
2016
Q1 | $492K | Buy |
9,502
+2
| +0% | +$104 | 0.05% | 162 |
|
|
2015
Q4 | $445K | Buy |
9,500
+287
| +3% | +$13.4K | 0.05% | 169 |
|
|
2015
Q3 | $412K | Sell |
9,213
-1,957
| -18% | -$87.5K | 0.05% | 182 |
|
|
2015
Q2 | $468K | Sell |
11,170
-247
| -2% | -$10.3K | 0.05% | 174 |
|
|
2015
Q1 | $506K | Buy |
11,417
+1,902
| +20% | +$84.3K | 0.05% | 173 |
|
|
2014
Q4 | $467K | Buy |
9,515
+103
| +1% | +$5.06K | 0.05% | 174 |
|
|
2014
Q3 | $411K | Sell |
9,412
-616
| -6% | -$26.9K | 0.05% | 189 |
|
|
2014
Q2 | $455K | Sell |
10,028
-430
| -4% | -$19.5K | 0.05% | 179 |
|
|
2014
Q1 | $460K | Buy |
10,458
+1,339
| +15% | +$58.9K | 0.05% | 176 |
|
|
2013
Q4 | $375K | Sell |
9,119
-7,782
| -46% | -$320K | 0.05% | 165 |
|
|
2013
Q3 | $696K | Buy |
16,901
+265
| +2% | +$10.9K | 0.09% | 117 |
|
|
2013
Q2 | $734K | Buy |
+16,636
| New | +$734K | 0.1% | 111 |
|