Mitchell Sinkler & Starr’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 | $1.24M | Sell |
13,498
-800
| -6% | -$73.5K | 0.59% | 45 |
|
|
2025
Q1 | $1.31M | Buy |
14,298
+1,061
| +8% | +$97.6K | 0.37% | 58 |
|
|
2024
Q4 | $1.09M | Sell |
13,237
-4,492
| -25% | -$370K | 0.29% | 64 |
|
|
2024
Q3 | $1.4M | Sell |
17,729
-204
| -1% | -$16.1K | 0.35% | 61 |
|
|
2024
Q2 | $1.44M | Buy |
17,933
+3,140
| +21% | +$253K | 0.37% | 59 |
|
|
2024
Q1 | $1.06M | Sell |
14,793
-23,057
| -61% | -$1.65M | 0.27% | 74 |
|
|
2023
Q4 | $2.65M | Buy |
37,850
+11,607
| +44% | +$814K | 0.48% | 52 |
|
|
2023
Q3 | $1.7M | Buy |
26,243
+8,140
| +45% | +$527K | 0.52% | 45 |
|
|
2023
Q2 | $1.27M | Hold |
18,103
| – | – | 0.36% | 58 |
|
|
2023
Q1 | $1.26M | Buy |
18,103
+3,408
| +23% | +$237K | 0.37% | 55 |
|
|
2022
Q4 | $1.05M | Buy |
14,695
+700
| +5% | +$50K | 0.34% | 63 |
|
|
2022
Q3 | $952K | Hold |
13,995
| – | – | 0.37% | 60 |
|
|
2022
Q2 | $998K | Buy |
13,995
+230
| +2% | +$16.4K | 0.37% | 57 |
|
|
2022
Q1 | $998K | Sell |
13,765
-100
| -0.7% | -$7.25K | 0.31% | 63 |
|
|
2021
Q4 | $951K | Hold |
13,865
| – | – | 0.28% | 63 |
|
|
2021
Q3 | $859K | Sell |
13,865
-150
| -1% | -$9.29K | 0.78% | 49 |
|
|
2021
Q2 | $848K | Sell |
14,015
-555
| -4% | -$33.6K | 0.77% | 49 |
|
|
2021
Q1 | $906K | Buy |
14,570
+890
| +7% | +$55.3K | 0.88% | 41 |
|
|
2020
Q4 | $840K | Sell |
13,680
-500
| -4% | -$30.7K | 0.8% | 46 |
|
|
2020
Q3 | $769K | Hold |
14,180
| – | – | 0.78% | 44 |
|
|
2020
Q2 | $735K | Hold |
14,180
| – | – | 0.83% | 40 |
|
|
2020
Q1 | $768K | Sell |
14,180
-1,050
| -7% | -$56.9K | 1% | 36 |
|
|
2019
Q4 | $970K | Hold |
15,230
| – | – | 1.03% | 36 |
|
|
2019
Q3 | $941K | Buy |
15,230
+2,985
| +24% | +$184K | 1.21% | 32 |
|
|
2019
Q2 | $677K | Sell |
12,245
-1,160
| -9% | -$64.1K | 0.77% | 46 |
|
|
2019
Q1 | $693K | Sell |
13,405
-1,400
| -9% | -$72.4K | 0.8% | 47 |
|
|
2018
Q4 | $650K | Hold |
14,805
| – | – | 0.8% | 46 |
|
|
2018
Q3 | $645K | Sell |
14,805
-425
| -3% | -$18.5K | 0.67% | 52 |
|
|
2018
Q2 | $705K | Buy |
15,230
+275
| +2% | +$12.7K | 0.78% | 49 |
|
|
2018
Q1 | $668K | Sell |
14,955
-3,355
| -18% | -$150K | 0.76% | 51 |
|
|
2017
Q4 | $881K | Sell |
18,310
-300
| -2% | -$14.4K | 1.3% | 32 |
|
|
2017
Q3 | $914K | Buy |
18,610
+300
| +2% | +$14.7K | 1.43% | 31 |
|
|
2017
Q2 | $877K | Sell |
18,310
-2,425
| -12% | -$116K | 1.44% | 29 |
|
|
2017
Q1 | $1.03M | Sell |
20,735
-3,500
| -14% | -$174K | 1.68% | 23 |
|
|
2016
Q4 | $1.19M | Sell |
24,235
-1,000
| -4% | -$49.2K | 1.67% | 25 |
|
|
2016
Q3 | $1.3M | Hold |
25,235
| – | – | 2.03% | 18 |
|
|
2016
Q2 | $1.35M | Sell |
25,235
-710
| -3% | -$38.1K | 1.84% | 19 |
|
|
2016
Q1 | $1.34M | Sell |
25,945
-900
| -3% | -$46.6K | 1.85% | 19 |
|
|
2015
Q4 | $1.26M | Sell |
26,845
-4,400
| -14% | -$206K | 1.71% | 22 |
|
|
2015
Q3 | $1.4M | Sell |
31,245
-1,430
| -4% | -$63.9K | 1.8% | 20 |
|
|
2015
Q2 | $1.37M | Sell |
32,675
-5,415
| -14% | -$227K | 1.62% | 24 |
|
|
2015
Q1 | $1.69M | Sell |
38,090
-3,085
| -7% | -$137K | 1.9% | 19 |
|
|
2014
Q4 | $2.02M | Sell |
41,175
-1,340
| -3% | -$65.8K | 2.26% | 12 |
|
|
2014
Q3 | $1.86M | Sell |
42,515
-2,365
| -5% | -$103K | 2.07% | 13 |
|
|
2014
Q2 | $2.04M | Hold |
44,880
| – | – | 2.19% | 14 |
|
|
2014
Q1 | $1.97M | Sell |
44,880
-250
| -0.6% | -$11K | 2.21% | 14 |
|
|
2013
Q4 | $1.86M | Sell |
45,130
-1,800
| -4% | -$74K | 2.08% | 15 |
|
|
2013
Q3 | $1.93M | Sell |
46,930
-94,979
| -67% | -$3.91M | 2.21% | 16 |
|
|
2013
Q2 | $6.26M | Buy |
+141,909
| New | +$6.26M | 1.37% | 19 |
|