Mayfair Advisory Group’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 | $1.84M | Sell |
19,438
-612
| -3% | -$58K | 0.87% | 31 |
|
|
2025
Q1 | $1.84M | Sell |
20,050
-1,082
| -5% | -$99.5K | 1.06% | 21 |
|
|
2024
Q4 | $1.74M | Buy |
21,132
+1,042
| +5% | +$85.8K | 1.02% | 21 |
|
|
2024
Q3 | $1.81M | Buy |
20,090
+15
| +0.1% | +$1.36K | 1.14% | 19 |
|
|
2024
Q2 | $1.61M | Buy |
20,075
+299
| +2% | +$23.9K | 1.09% | 20 |
|
|
2024
Q1 | $1.42M | Buy |
19,776
+167
| +0.9% | +$12K | 1.03% | 21 |
|
|
2023
Q4 | $1.39M | Buy |
19,609
+18
| +0.1% | +$1.28K | 1.18% | 18 |
|
|
2023
Q3 | $1.3M | Buy |
19,591
+19
| +0.1% | +$1.26K | 1.26% | 17 |
|
|
2023
Q2 | $1.38M | Buy |
19,572
+1,204
| +7% | +$85.1K | 1.38% | 15 |
|
|
2023
Q1 | $1.32M | Buy |
18,368
+19
| +0.1% | +$1.37K | 1.43% | 15 |
|
|
2022
Q4 | $1.31M | Buy |
18,349
+2,788
| +18% | +$199K | 1.67% | 13 |
|
|
2022
Q3 | $1.09M | Buy |
15,561
+295
| +2% | +$20.6K | 1.53% | 14 |
|
|
2022
Q2 | $1.17M | Hold |
15,266
| – | – | 1.55% | 12 |
|
|
2022
Q1 | $1.13M | Buy |
15,266
+498
| +3% | +$36.9K | 1.45% | 13 |
|
|
2021
Q4 | $1.01M | Hold |
14,768
| – | – | 1.34% | 16 |
|
|
2021
Q3 | $922K | Buy |
14,768
+950
| +7% | +$59.3K | 1.41% | 16 |
|
|
2021
Q2 | $836K | Buy |
13,818
+65
| +0.5% | +$3.93K | 1.32% | 17 |
|
|
2021
Q1 | $857K | Hold |
13,753
| – | – | 1.53% | 12 |
|
|
2020
Q4 | $845K | Buy |
13,753
+2,500
| +22% | +$154K | 1.65% | 10 |
|
|
2020
Q3 | $610K | Buy |
11,253
+3,000
| +36% | +$163K | 1.57% | 16 |
|
|
2020
Q2 | $428K | Hold |
8,253
| – | – | 1.38% | 17 |
|
|
2020
Q1 | $447K | Buy |
8,253
+700
| +9% | +$37.9K | 2.03% | 14 |
|
|
2019
Q4 | $481K | Buy |
+7,553
| New | +$481K | 1.48% | 17 |
|