Probity Advisors’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Sell	5,400 -500	-8%	-$45.9K	0.09%	144
2025 Q1	$543K	Sell	5,900 -200	-3%	-$18.4K	0.1%	142
2024 Q4	$502K	Sell	6,100 -100	-2%	-$8.23K	0.1%	142
2024 Q3	$559K	Sell	6,200 -400	-6%	-$36.1K	0.11%	138
2024 Q2	$512K	Hold	6,600	–	–	0.11%	142
2024 Q1	$473K	Hold	6,600	–	–	0.1%	148
2023 Q4	$463K	Sell	6,600 -200	-3%	-$14K	0.1%	147
2023 Q3	$440K	Sell	6,800 -300	-4%	-$19.4K	0.1%	130
2023 Q2	$499K	Buy	+7,100	New	+$499K	0.11%	126
2022 Q4	$533K	Hold	7,462	–	–	0.12%	109
2022 Q3	$507K	Hold	7,462	–	–	0.13%	108
2022 Q2	$532K	Sell	7,462 -530	-7%	-$37.8K	0.12%	111
2022 Q1	$579K	Sell	7,992 -50	-0.6%	-$3.62K	0.12%	116
2021 Q4	$552K	Hold	8,042	–	–	0.11%	128
2021 Q3	$498K	Hold	8,042	–	–	0.1%	133
2021 Q2	$487K	Hold	8,042	–	–	0.1%	131
2021 Q1	$500K	Buy	+8,042	New	+$500K	0.11%	128
2020 Q3	$441K	Hold	8,142	–	–	0.12%	124
2020 Q2	$422K	Hold	8,142	–	–	0.13%	120
2020 Q1	$441K	Sell	8,142 -129	-2%	-$6.99K	0.16%	110
2019 Q4	$527K	Hold	8,271	–	–	0.16%	114
2019 Q3	$511K	Hold	8,271	–	–	0.17%	112
2019 Q2	$457K	Hold	8,271	–	–	0.15%	123
2019 Q1	$427K	Hold	8,271	–	–	0.15%	121
2018 Q4	$363K	Hold	8,271	–	–	0.13%	124
2018 Q3	$361K	Hold	8,271	–	–	0.12%	127
2018 Q2	$383K	Hold	8,271	–	–	0.13%	118
2018 Q1	$369K	Hold	8,271	–	–	0.13%	116
2017 Q4	$398K	Sell	8,271 -100	-1%	-$4.81K	0.14%	108
2017 Q3	$411K	Hold	8,371	–	–	0.15%	94
2017 Q2	$401K	Hold	8,371	–	–	0.15%	99
2017 Q1	$417K	Hold	8,371	–	–	0.16%	96
2016 Q4	$412K	Hold	8,371	–	–	0.17%	94
2016 Q3	$429K	Hold	8,371	–	–	0.19%	96
2016 Q2	$449K	Buy	+8,371	New	+$449K	0.2%	91