Pin Oak Investment Advisors’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 | $27K | Hold |
300
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $27K | Hold |
300
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $27K | Hold |
300
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $27K | Hold |
300
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $23K | Hold |
300
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $22K | Hold |
300
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $21K | Buy |
+300
| New | +$21K | 0.02% | 262 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$21K | – | 481 |
|
|
2023
Q1 | $21K | Hold |
300
| – | – | 0.03% | 234 |
|
|
2022
Q4 | $21K | Buy |
+300
| New | +$21K | 0.03% | 223 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$50K | – | 433 |
|
|
2021
Q3 | $50K | Hold |
2,000
| – | – | 0.06% | 162 |
|
|
2021
Q2 | $51K | Hold |
2,000
| – | – | 0.05% | 159 |
|
|
2021
Q1 | $51K | Hold |
2,000
| – | – | 0.04% | 170 |
|
|
2020
Q4 | $54K | Sell |
2,000
-325
| -14% | -$8.78K | 0.04% | 179 |
|
|
2020
Q3 | $69K | Hold |
2,325
| – | – | 0.07% | 148 |
|
|
2020
Q2 | $67K | Sell |
2,325
-160
| -6% | -$4.61K | 0.06% | 151 |
|
|
2020
Q1 | $75K | Hold |
2,485
| – | – | 0.08% | 148 |
|
|
2019
Q4 | $84K | Hold |
2,485
| – | – | 0.07% | 150 |
|
|
2019
Q3 | $84K | Buy |
2,485
+1,925
| +344% | +$65.1K | 0.07% | 155 |
|
|
2019
Q2 | $31K | Sell |
560
-2,000
| -78% | -$111K | 0.02% | 235 |
|
|
2019
Q1 | $79K | Buy |
2,560
+2,000
| +357% | +$61.7K | 0.06% | 162 |
|
|
2018
Q4 | $25K | Sell |
560
-408
| -42% | -$18.2K | 0.02% | 225 |
|
|
2018
Q3 | $42K | Buy |
968
+405
| +72% | +$17.6K | 0.03% | 204 |
|
|
2018
Q2 | $26K | Buy |
563
+1
| +0.2% | +$46 | 0.02% | 246 |
|
|
2018
Q1 | $25K | Buy |
562
+174
| +45% | +$7.74K | 0.02% | 249 |
|
|
2017
Q4 | $19K | Buy |
+388
| New | +$19K | 0.01% | 282 |
|