Mark Sheptoff Financial Planning’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 | $137K | Buy |
1,490
+40
| +3% | +$3.67K | 0.07% | 106 |
|
|
2025
Q1 | $133K | Hold |
1,450
| – | – | 0.07% | 104 |
|
|
2024
Q4 | $119K | Hold |
1,450
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $131K | Hold |
1,450
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $112K | Hold |
1,450
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $104K | Hold |
1,450
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $102K | Hold |
1,450
| – | – | 0.06% | 118 |
|
|
2023
Q3 | $93.8K | Hold |
1,450
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $102K | Hold |
1,450
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $101K | Sell |
1,450
-8,375
| -85% | -$583K | 0.06% | 111 |
|
|
2022
Q4 | $702K | Sell |
9,825
-600
| -6% | -$42.8K | 0.41% | 44 |
|
|
2022
Q3 | $709K | Buy |
10,425
+3,750
| +56% | +$255K | 0.43% | 44 |
|
|
2022
Q2 | $476K | Hold |
6,675
| – | – | 0.27% | 61 |
|
|
2022
Q1 | $484K | Buy |
6,675
+500
| +8% | +$36.3K | 0.24% | 66 |
|
|
2021
Q4 | $423K | Sell |
6,175
-438
| -7% | -$30K | 0.2% | 72 |
|
|
2021
Q3 | $410K | Sell |
6,613
-2,850
| -30% | -$177K | 0.23% | 66 |
|
|
2021
Q2 | $573K | Buy |
9,463
+738
| +8% | +$44.7K | 0.31% | 60 |
|
|
2021
Q1 | $542K | Buy |
8,725
+600
| +7% | +$37.3K | 0.31% | 58 |
|
|
2020
Q4 | $499K | Buy |
8,125
+300
| +4% | +$18.4K | 0.28% | 59 |
|
|
2020
Q3 | $424K | Sell |
7,825
-900
| -10% | -$48.8K | 0.26% | 59 |
|
|
2020
Q2 | $452K | Sell |
8,725
-1,250
| -13% | -$64.8K | 0.29% | 54 |
|
|
2020
Q1 | $540K | Buy |
9,975
+100
| +1% | +$5.41K | 0.41% | 46 |
|
|
2019
Q4 | $629K | Sell |
9,875
-700
| -7% | -$44.6K | 0.4% | 47 |
|
|
2019
Q3 | $653K | Buy |
10,575
+3,850
| +57% | +$238K | 0.44% | 46 |
|
|
2019
Q2 | $372K | Buy |
6,725
+6,525
| +3,263% | +$361K | 0.25% | 68 |
|
|
2019
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 266 |
|
|
2018
Q4 | – | Sell |
-7,734
| Closed | -$337K | – | 355 |
|
|
2018
Q3 | $337K | Buy |
7,734
+834
| +12% | +$36.3K | 0.23% | 78 |
|
|
2018
Q2 | $320K | Hold |
6,900
| – | – | 0.24% | 81 |
|
|
2018
Q1 | $308K | Buy |
6,900
+600
| +10% | +$26.8K | 0.21% | 85 |
|
|
2017
Q4 | $303K | Hold |
6,300
| – | – | 0.2% | 91 |
|
|
2017
Q3 | $310K | Sell |
6,300
-1
| -0% | -$49 | 0.21% | 91 |
|
|
2017
Q2 | $302K | Sell |
6,301
-8,589
| -58% | -$412K | 0.21% | 91 |
|
|
2017
Q1 | $741K | Sell |
14,890
-1,649
| -10% | -$82.1K | 0.53% | 48 |
|
|
2016
Q4 | $814K | Sell |
16,539
-498
| -3% | -$24.5K | 0.6% | 44 |
|
|
2016
Q3 | $874K | Buy |
17,037
+1,200
| +8% | +$61.6K | 0.65% | 42 |
|
|
2016
Q2 | $849K | Buy |
15,837
+2,751
| +21% | +$147K | 0.63% | 43 |
|
|
2016
Q1 | $677K | Buy |
13,086
+5,101
| +64% | +$264K | 0.55% | 45 |
|
|
2015
Q4 | $374K | Buy |
7,985
+1
| +0% | +$47 | 0.3% | 68 |
|
|
2015
Q3 | $357K | Sell |
7,984
-1,999
| -20% | -$89.4K | 0.31% | 69 |
|
|
2015
Q2 | $418K | Sell |
9,983
-3,523
| -26% | -$148K | 0.34% | 68 |
|
|
2015
Q1 | $598K | Sell |
13,506
-775
| -5% | -$34.3K | 0.5% | 54 |
|
|
2014
Q4 | $701K | Buy |
14,281
+3,151
| +28% | +$155K | 0.62% | 49 |
|
|
2014
Q3 | $486K | Buy |
11,130
+1,001
| +10% | +$43.7K | 0.43% | 62 |
|
|
2014
Q2 | $460K | Buy |
10,129
+401
| +4% | +$18.2K | 0.39% | 64 |
|
|
2014
Q1 | $427K | Buy |
+9,728
| New | +$427K | 0.38% | 66 |
|