O'Brien Greene & 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 | $351K | Hold |
3,821
| – | – | 0.11% | 100 |
|
|
2025
Q1 | $351K | Hold |
3,821
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $315K | Buy |
3,821
+71
| +2% | +$5.85K | 0.1% | 108 |
|
|
2024
Q3 | $338K | Sell |
3,750
-71
| -2% | -$6.4K | 0.11% | 106 |
|
|
2024
Q2 | $296K | Buy |
3,821
+71
| +2% | +$5.51K | 0.09% | 111 |
|
|
2024
Q1 | $269K | Sell |
3,750
-670
| -15% | -$48.1K | 0.09% | 115 |
|
|
2023
Q4 | $310K | Sell |
4,420
-146
| -3% | -$10.2K | 0.11% | 105 |
|
|
2023
Q3 | $296K | Hold |
4,566
| – | – | 0.11% | 108 |
|
|
2023
Q2 | $321K | Sell |
4,566
-922
| -17% | -$64.8K | 0.11% | 107 |
|
|
2023
Q1 | $382K | Hold |
5,488
| – | – | 0.14% | 95 |
|
|
2022
Q4 | $392K | Sell |
5,488
-11,189
| -67% | -$799K | 0.15% | 96 |
|
|
2022
Q3 | $1.13M | Buy |
16,677
+11,116
| +200% | +$756K | 0.15% | 98 |
|
|
2022
Q2 | $397K | Buy |
5,561
+46
| +0.8% | +$3.28K | 0.15% | 97 |
|
|
2022
Q1 | $400K | Hold |
5,515
| – | – | 0.13% | 104 |
|
|
2021
Q4 | $378K | Buy |
5,515
+71
| +1% | +$4.87K | 0.12% | 109 |
|
|
2021
Q3 | $337K | Hold |
5,444
| – | – | 0.12% | 109 |
|
|
2021
Q2 | $329K | Sell |
5,444
-1,000
| -16% | -$60.4K | 0.12% | 111 |
|
|
2021
Q1 | $401K | Sell |
6,444
-3,045
| -32% | -$189K | 0.16% | 91 |
|
|
2020
Q4 | $582K | Buy |
9,489
+3,045
| +47% | +$187K | 0.24% | 73 |
|
|
2020
Q3 | $349K | Sell |
6,444
-100
| -2% | -$5.42K | 0.17% | 81 |
|
|
2020
Q2 | $340K | Hold |
6,544
| – | – | 0.18% | 81 |
|
|
2020
Q1 | $354K | Hold |
6,544
| – | – | 0.24% | 75 |
|
|
2019
Q4 | $416K | Hold |
6,544
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $404K | Sell |
6,544
-225
| -3% | -$13.9K | 0.22% | 82 |
|
|
2019
Q2 | $374K | Sell |
6,769
-2,301
| -25% | -$127K | 0.2% | 87 |
|
|
2019
Q1 | $469K | Sell |
9,070
-690
| -7% | -$35.7K | 0.24% | 83 |
|
|
2018
Q4 | $429K | Buy |
+9,760
| New | +$429K | 0.26% | 71 |
|