Madden Securities’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 | $336K | Sell |
3,658
-3,092
| -46% | -$284K | 0.11% | 92 |
|
|
2025
Q1 | $621K | Sell |
6,750
-2,500
| -27% | -$230K | 0.24% | 76 |
|
|
2024
Q4 | $761K | Sell |
9,250
-46
| -0.5% | -$3.79K | 0.3% | 67 |
|
|
2024
Q3 | $838K | Hold |
9,296
| – | – | 0.36% | 61 |
|
|
2024
Q2 | $721K | Hold |
9,296
| – | – | 0.32% | 62 |
|
|
2024
Q1 | $667K | Hold |
9,296
| – | – | 0.31% | 64 |
|
|
2023
Q4 | $652K | Sell |
9,296
-100
| -1% | -$7.01K | 0.35% | 54 |
|
|
2023
Q3 | $608K | Sell |
9,396
-75
| -0.8% | -$4.85K | 0.34% | 52 |
|
|
2023
Q2 | $665K | Sell |
9,471
-2,700
| -22% | -$190K | 0.34% | 55 |
|
|
2023
Q1 | $847K | Sell |
12,171
-3,225
| -21% | -$224K | 0.45% | 46 |
|
|
2022
Q4 | $1.1M | Sell |
15,396
-50
| -0.3% | -$3.57K | 0.58% | 42 |
|
|
2022
Q3 | $1.05M | Sell |
15,446
-215
| -1% | -$14.6K | 0.63% | 42 |
|
|
2022
Q2 | $1.12M | Sell |
15,661
-235
| -1% | -$16.8K | 0.61% | 45 |
|
|
2022
Q1 | $1.15M | Sell |
15,896
-7,500
| -32% | -$544K | 0.52% | 48 |
|
|
2021
Q4 | $1.61M | Sell |
23,396
-50
| -0.2% | -$3.43K | 0.75% | 44 |
|
|
2021
Q3 | $1.45M | Sell |
23,446
-20
| -0.1% | -$1.24K | 0.79% | 43 |
|
|
2021
Q2 | $1.42M | Buy |
23,466
+3,450
| +17% | +$209K | 0.74% | 42 |
|
|
2021
Q1 | $1.24M | Buy |
20,016
+450
| +2% | +$28K | 0.73% | 40 |
|
|
2020
Q4 | $1.2M | Sell |
19,566
-1,010
| -5% | -$62K | 0.77% | 42 |
|
|
2020
Q3 | $1.12M | Buy |
20,576
+1,571
| +8% | +$85.2K | 0.83% | 34 |
|
|
2020
Q2 | $985K | Buy |
+19,005
| New | +$985K | 0.88% | 36 |
|
|
2019
Q4 | $1.35M | Buy |
+21,100
| New | +$1.35M | 1.35% | 20 |
|