Lowe Brockenbrough & Co’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 | $594K | Hold |
6,470
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $595K | Sell |
6,470
-49
| -0.8% | -$4.51K | 0.04% | 205 |
|
|
2024
Q4 | $537K | Sell |
6,519
-500
| -7% | -$41.2K | 0.03% | 212 |
|
|
2024
Q3 | $633K | Buy |
7,019
+544
| +8% | +$49.1K | 0.04% | 209 |
|
|
2024
Q2 | $502K | Sell |
6,475
-50
| -0.8% | -$3.88K | 0.03% | 216 |
|
|
2024
Q1 | $468K | Sell |
6,525
-1,450
| -18% | -$104K | 0.03% | 223 |
|
|
2023
Q4 | $559K | Buy |
7,975
+544
| +7% | +$38.1K | 0.04% | 208 |
|
|
2023
Q3 | $481K | Hold |
7,431
| – | – | 0.04% | 214 |
|
|
2023
Q2 | $522K | Sell |
7,431
-51
| -0.7% | -$3.58K | 0.04% | 215 |
|
|
2023
Q1 | $521K | Buy |
7,482
+401
| +6% | +$27.9K | 0.04% | 213 |
|
|
2022
Q4 | $506K | Hold |
7,081
| – | – | 0.04% | 208 |
|
|
2022
Q3 | $482K | Sell |
7,081
-50
| -0.7% | -$3.4K | 0.05% | 204 |
|
|
2022
Q2 | $509K | Hold |
7,131
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $517K | Buy |
7,131
+806
| +13% | +$58.4K | 0.04% | 211 |
|
|
2021
Q4 | $434K | Hold |
6,325
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $392K | Sell |
6,325
-1
| -0% | -$62 | 0.03% | 226 |
|
|
2021
Q2 | $383K | Sell |
6,326
-319
| -5% | -$19.3K | 0.03% | 190 |
|
|
2021
Q1 | $413K | Sell |
6,645
-641
| -9% | -$39.8K | 0.04% | 183 |
|
|
2020
Q4 | $448K | Buy |
7,286
+561
| +8% | +$34.5K | 0.05% | 173 |
|
|
2020
Q3 | $365K | Sell |
6,725
-100
| -1% | -$5.43K | 0.05% | 174 |
|
|
2020
Q2 | $354K | Buy |
6,825
+200
| +3% | +$10.4K | 0.05% | 175 |
|
|
2020
Q1 | $359K | Sell |
6,625
-100
| -1% | -$5.42K | 0.06% | 171 |
|
|
2019
Q4 | $428K | Sell |
6,725
-213
| -3% | -$13.6K | 0.05% | 176 |
|
|
2019
Q3 | $429K | Sell |
6,938
-100
| -1% | -$6.18K | 0.06% | 175 |
|
|
2019
Q2 | $389K | Hold |
7,038
| – | – | 0.05% | 179 |
|
|
2019
Q1 | $364K | Hold |
7,038
| – | – | 0.05% | 178 |
|
|
2018
Q4 | $309K | Sell |
7,038
-300
| -4% | -$13.2K | 0.05% | 171 |
|
|
2018
Q3 | $320K | Sell |
7,338
-90
| -1% | -$3.93K | 0.04% | 180 |
|
|
2018
Q2 | $344K | Sell |
7,428
-300
| -4% | -$13.9K | 0.05% | 175 |
|
|
2018
Q1 | $345K | Sell |
7,728
-300
| -4% | -$13.4K | 0.05% | 171 |
|
|
2017
Q4 | $386K | Hold |
8,028
| – | – | 0.06% | 169 |
|
|
2017
Q3 | $394K | Hold |
8,028
| – | – | 0.06% | 165 |
|
|
2017
Q2 | $384K | Hold |
8,028
| – | – | 0.06% | 162 |
|
|
2017
Q1 | $400K | Sell |
8,028
-383
| -5% | -$19.1K | 0.06% | 160 |
|
|
2016
Q4 | $414K | Hold |
8,411
| – | – | 0.07% | 160 |
|
|
2016
Q3 | $431K | Buy |
8,411
+2,350
| +39% | +$120K | 0.07% | 153 |
|
|
2016
Q2 | $325K | Sell |
6,061
-200
| -3% | -$10.7K | 0.06% | 163 |
|
|
2016
Q1 | $324K | Sell |
6,261
-145
| -2% | -$7.5K | 0.06% | 166 |
|
|
2015
Q4 | $300K | Hold |
6,406
| – | – | 0.05% | 165 |
|
|
2015
Q3 | $286K | Hold |
6,406
| – | – | 0.05% | 171 |
|
|
2015
Q2 | $268K | Hold |
6,406
| – | – | 0.04% | 177 |
|
|
2015
Q1 | $284K | Sell |
6,406
-291
| -4% | -$12.9K | 0.04% | 176 |
|
|
2014
Q4 | $329K | Hold |
6,697
| – | – | 0.05% | 171 |
|
|
2014
Q3 | $292K | Buy |
6,697
+1,768
| +36% | +$77.1K | 0.05% | 175 |
|
|
2014
Q2 | $224K | Hold |
4,929
| – | – | 0.04% | 183 |
|
|
2014
Q1 | $217K | Hold |
4,929
| – | – | 0.04% | 180 |
|
|
2013
Q4 | $203K | Hold |
4,929
| – | – | 0.03% | 176 |
|
|
2013
Q3 | $203K | Buy |
4,929
+150
| +3% | +$6.18K | 0.04% | 172 |
|
|
2013
Q2 | $211K | Buy |
+4,779
| New | +$211K | 0.04% | 166 |
|