Pettyjohn Wood & White’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 | $2.94M | Sell |
32,010
-135
| -0.4% | -$12.4K | 0.53% | 51 |
|
|
2025
Q1 | $2.96M | Sell |
32,145
-851
| -3% | -$78.2K | 0.57% | 48 |
|
|
2024
Q4 | $2.72M | Sell |
32,996
-1,784
| -5% | -$147K | 0.5% | 50 |
|
|
2024
Q3 | $3.14M | Sell |
34,780
-1,220
| -3% | -$110K | 0.58% | 46 |
|
|
2024
Q2 | $2.79M | Sell |
36,000
-835
| -2% | -$64.8K | 0.54% | 48 |
|
|
2024
Q1 | $2.64M | Sell |
36,835
-2,075
| -5% | -$149K | 0.53% | 47 |
|
|
2023
Q4 | $2.73M | Sell |
38,910
-1,520
| -4% | -$107K | 0.59% | 45 |
|
|
2023
Q3 | $2.62M | Sell |
40,430
-615
| -1% | -$39.8K | 0.62% | 43 |
|
|
2023
Q2 | $2.88M | Sell |
41,045
-326
| -0.8% | -$22.9K | 0.66% | 44 |
|
|
2023
Q1 | $2.88M | Sell |
41,371
-334
| -0.8% | -$23.2K | 0.7% | 42 |
|
|
2022
Q4 | $2.98M | Sell |
41,705
-300
| -0.7% | -$21.4K | 0.74% | 39 |
|
|
2022
Q3 | $2.86M | Sell |
42,005
-2,018
| -5% | -$137K | 0.76% | 42 |
|
|
2022
Q2 | $3.14M | Sell |
44,023
-180
| -0.4% | -$12.8K | 0.74% | 44 |
|
|
2022
Q1 | $3.21M | Sell |
44,203
-2,037
| -4% | -$148K | 0.68% | 46 |
|
|
2021
Q4 | $3.17M | Sell |
46,240
-940
| -2% | -$64.5K | 0.65% | 47 |
|
|
2021
Q3 | $2.92M | Sell |
47,180
-125
| -0.3% | -$7.75K | 0.65% | 49 |
|
|
2021
Q2 | $2.86M | Sell |
47,305
-1,600
| -3% | -$96.8K | 0.64% | 48 |
|
|
2021
Q1 | $3.04M | Sell |
48,905
-15
| -0% | -$932 | 0.72% | 44 |
|
|
2020
Q4 | $3.01M | Sell |
48,920
-1,069
| -2% | -$65.7K | 0.77% | 44 |
|
|
2020
Q3 | $2.71M | Sell |
49,989
-606
| -1% | -$32.9K | 0.79% | 44 |
|
|
2020
Q2 | $2.62M | Sell |
50,595
-300
| -0.6% | -$15.6K | 0.84% | 43 |
|
|
2020
Q1 | $2.76M | Sell |
50,895
-6,170
| -11% | -$334K | 1.03% | 32 |
|
|
2019
Q4 | $3.64M | Sell |
57,065
-2,575
| -4% | -$164K | 1.05% | 34 |
|
|
2019
Q3 | $3.68M | Sell |
59,640
-1,250
| -2% | -$77.2K | 1.12% | 34 |
|
|
2019
Q2 | $3.37M | Buy |
60,890
+175
| +0.3% | +$9.67K | 1.04% | 37 |
|
|
2019
Q1 | $3.14M | Buy |
60,715
+942
| +2% | +$48.7K | 1.02% | 37 |
|
|
2018
Q4 | $2.63M | Buy |
59,773
+1,450
| +2% | +$63.7K | 0.96% | 39 |
|
|
2018
Q3 | $2.54M | Sell |
58,323
-550
| -0.9% | -$24K | 0.83% | 42 |
|
|
2018
Q2 | $2.73M | Buy |
58,873
+725
| +1% | +$33.6K | 0.95% | 38 |
|
|
2018
Q1 | $2.6M | Buy |
58,148
+4,050
| +7% | +$181K | 0.94% | 37 |
|
|
2017
Q4 | $2.6M | Sell |
54,098
-3,475
| -6% | -$167K | 0.94% | 38 |
|
|
2017
Q3 | $2.83M | Sell |
57,573
-2,300
| -4% | -$113K | 1.05% | 36 |
|
|
2017
Q2 | $2.87M | Sell |
59,873
-1,600
| -3% | -$76.6K | 1.06% | 36 |
|
|
2017
Q1 | $3.06M | Buy |
61,473
+925
| +2% | +$46K | 1.14% | 37 |
|
|
2016
Q4 | $2.98M | Buy |
60,548
+10,490
| +21% | +$516K | 1.16% | 34 |
|
|
2016
Q3 | $2.57M | Hold |
50,058
| – | – | 1.22% | 28 |
|
|
2016
Q2 | $2.69M | Sell |
50,058
-200
| -0.4% | -$10.7K | 1.06% | 36 |
|
|
2016
Q1 | $2.6M | Buy |
50,258
+750
| +2% | +$38.8K | 1.06% | 33 |
|
|
2015
Q4 | $2.32M | Buy |
49,508
+300
| +0.6% | +$14K | 0.98% | 38 |
|
|
2015
Q3 | $2.2M | Sell |
49,208
-375
| -0.8% | -$16.8K | 1.01% | 37 |
|
|
2015
Q2 | $2.08M | Sell |
49,583
-1,200
| -2% | -$50.3K | 0.88% | 41 |
|
|
2015
Q1 | $2.25M | Sell |
50,783
-350
| -0.7% | -$15.5K | 0.93% | 40 |
|
|
2014
Q4 | $2.51M | Sell |
51,133
-280
| -0.5% | -$13.8K | 1.04% | 35 |
|
|
2014
Q3 | $2.24M | Buy |
51,413
+700
| +1% | +$30.6K | 0.97% | 37 |
|
|
2014
Q2 | $2.3M | Buy |
50,713
+1,050
| +2% | +$47.6K | 1.01% | 36 |
|
|
2014
Q1 | $2.18M | Buy |
49,663
+1,300
| +3% | +$57.1K | 1% | 35 |
|
|
2013
Q4 | $1.99M | Sell |
48,363
-1,250
| -3% | -$51.4K | 1.16% | 30 |
|
|
2013
Q3 | $2.04M | Sell |
49,613
-267
| -0.5% | -$11K | 1.27% | 28 |
|
|
2013
Q2 | $2.2M | Buy |
+49,880
| New | +$2.2M | 1.38% | 25 |
|