Plante Moran Financial 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 | $399K | Buy |
4,350
+14
| +0.3% | +$1.29K | 0.03% | 100 |
|
|
2025
Q1 | $399K | Sell |
4,336
-402
| -8% | -$37K | 0.03% | 103 |
|
|
2024
Q4 | $390K | Buy |
4,738
+602
| +15% | +$49.6K | 0.03% | 102 |
|
|
2024
Q3 | $373K | Hold |
4,136
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $321K | Sell |
4,136
-87
| -2% | -$6.75K | 0.03% | 119 |
|
|
2024
Q1 | $303K | Sell |
4,223
-14
| -0.3% | -$1K | 0.03% | 125 |
|
|
2023
Q4 | $297K | Buy |
4,237
+14
| +0.3% | +$982 | 0.03% | 125 |
|
|
2023
Q3 | $273K | Buy |
4,223
+2,798
| +196% | +$181K | 0.03% | 118 |
|
|
2023
Q2 | $100K | Hold |
1,425
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $99.2K | Hold |
1,425
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $102K | Buy |
1,425
+200
| +16% | +$14.3K | 0.01% | 225 |
|
|
2022
Q3 | $83K | Buy |
1,225
+80
| +7% | +$5.42K | 0.01% | 240 |
|
|
2022
Q2 | $82K | Buy |
1,145
+20
| +2% | +$1.43K | 0.01% | 242 |
|
|
2022
Q1 | $82K | Sell |
1,125
-257
| -19% | -$18.7K | 0.02% | 250 |
|
|
2021
Q4 | $95K | Sell |
1,382
-517
| -27% | -$35.5K | 0.02% | 263 |
|
|
2021
Q3 | $118K | Buy |
1,899
+1,870
| +6,448% | +$116K | 0.03% | 245 |
|
|
2021
Q2 | $2K | Buy |
29
+2
| +7% | +$138 | ﹤0.01% | 887 |
|
|
2021
Q1 | $2K | Sell |
27
-5,375
| -100% | -$398K | ﹤0.01% | 927 |
|
|
2020
Q4 | $332K | Buy |
5,402
+5,002
| +1,251% | +$307K | 0.1% | 120 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.01% | 478 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2020
Q1 | $22K | Hold |
400
| – | – | 0.01% | 372 |
|
|
2019
Q4 | $25K | Hold |
400
| – | – | 0.01% | 428 |
|
|
2019
Q3 | $25K | Hold |
400
| – | – | 0.01% | 455 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | 0.01% | 465 |
|
|
2019
Q1 | $21K | Hold |
400
| – | – | 0.01% | 462 |
|
|
2018
Q4 | $18K | Hold |
400
| – | – | 0.01% | 441 |
|
|
2018
Q3 | $17K | Sell |
400
-449
| -53% | -$19.1K | 0.01% | 447 |
|
|
2018
Q2 | $39K | Buy |
849
+416
| +96% | +$19.1K | 0.02% | 380 |
|
|
2018
Q1 | $19K | Hold |
433
| – | – | 0.01% | 517 |
|
|
2017
Q4 | $21K | Hold |
433
| – | – | 0.01% | 494 |
|
|
2017
Q3 | $21K | Hold |
433
| – | – | 0.01% | 458 |
|
|
2017
Q2 | $21K | Sell |
433
-4
| -0.9% | -$194 | 0.01% | 468 |
|
|
2017
Q1 | $22K | Buy |
437
+255
| +140% | +$12.8K | 0.01% | 465 |
|
|
2016
Q4 | $9K | Buy |
182
+145
| +392% | +$7.17K | 0.01% | 609 |
|
|
2016
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 853 |
|
|
2016
Q2 | $2K | Sell |
37
-1,266
| -97% | -$68.4K | ﹤0.01% | 808 |
|
|
2016
Q1 | $67K | Buy |
1,303
+1,139
| +695% | +$58.6K | 0.05% | 225 |
|
|
2015
Q4 | $8K | Sell |
164
-1,902
| -92% | -$92.8K | 0.01% | 618 |
|
|
2015
Q3 | $92K | Sell |
2,066
-59
| -3% | -$2.63K | 0.07% | 185 |
|
|
2015
Q2 | $89K | Sell |
2,125
-144
| -6% | -$6.03K | 0.06% | 209 |
|
|
2015
Q1 | $100K | Buy |
2,269
+1,145
| +102% | +$50.5K | 0.07% | 189 |
|
|
2014
Q4 | $55K | Buy |
1,124
+229
| +26% | +$11.2K | 0.04% | 268 |
|
|
2014
Q3 | $39K | Sell |
895
-423
| -32% | -$18.4K | 0.03% | 299 |
|
|
2014
Q2 | $60K | Sell |
1,318
-337
| -20% | -$15.3K | 0.05% | 205 |
|
|
2014
Q1 | $73K | Sell |
1,655
-414
| -20% | -$18.3K | 0.08% | 139 |
|
|
2013
Q4 | $85K | Sell |
2,069
-972
| -32% | -$39.9K | 0.05% | 166 |
|
|
2013
Q3 | $125K | Sell |
3,041
-690
| -18% | -$28.4K | 0.08% | 92 |
|
|
2013
Q2 | $165K | Buy |
+3,731
| New | +$165K | 0.12% | 76 |
|