ProVise Management Group’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 | $704K | Sell |
7,661
-92
| -1% | -$8.45K | 0.06% | 150 |
|
|
2025
Q1 | $713K | Sell |
7,753
-513
| -6% | -$47.2K | 0.06% | 146 |
|
|
2024
Q4 | $680K | Sell |
8,266
-1,035
| -11% | -$85.2K | 0.06% | 151 |
|
|
2024
Q3 | $839K | Buy |
9,301
+577
| +7% | +$52K | 0.07% | 160 |
|
|
2024
Q2 | $677K | Sell |
8,724
-480
| -5% | -$37.2K | 0.06% | 162 |
|
|
2024
Q1 | $660K | Sell |
9,204
-779
| -8% | -$55.9K | 0.06% | 167 |
|
|
2023
Q4 | $700K | Sell |
9,983
-636
| -6% | -$44.6K | 0.06% | 193 |
|
|
2023
Q3 | $687K | Sell |
10,619
-1,152
| -10% | -$74.6K | 0.06% | 195 |
|
|
2023
Q2 | $827K | Sell |
11,771
-270
| -2% | -$19K | 0.08% | 188 |
|
|
2023
Q1 | $838K | Sell |
12,041
-979
| -8% | -$68.1K | 0.08% | 178 |
|
|
2022
Q4 | $930K | Sell |
13,020
-1,299
| -9% | -$92.8K | 0.09% | 163 |
|
|
2022
Q3 | $974K | Sell |
14,319
-282
| -2% | -$19.2K | 0.11% | 159 |
|
|
2022
Q2 | $1.04M | Sell |
14,601
-77
| -0.5% | -$5.49K | 0.11% | 155 |
|
|
2022
Q1 | $1.06M | Sell |
14,678
-281
| -2% | -$20.4K | 0.1% | 168 |
|
|
2021
Q4 | $1.03M | Sell |
14,959
-346
| -2% | -$23.7K | 0.09% | 186 |
|
|
2021
Q3 | $948K | Sell |
15,305
-1,932
| -11% | -$120K | 0.09% | 178 |
|
|
2021
Q2 | $1.04M | Buy |
17,237
+2,063
| +14% | +$125K | 0.11% | 165 |
|
|
2021
Q1 | $943K | Sell |
15,174
-154
| -1% | -$9.57K | 0.1% | 164 |
|
|
2020
Q4 | $942K | Buy |
15,328
+343
| +2% | +$21.1K | 0.11% | 154 |
|
|
2020
Q3 | $812K | Buy |
14,985
+11
| +0.1% | +$596 | 0.11% | 159 |
|
|
2020
Q2 | $776K | Sell |
14,974
-1,122
| -7% | -$58.1K | 0.11% | 152 |
|
|
2020
Q1 | $871K | Sell |
16,096
-31,891
| -66% | -$1.73M | 0.15% | 139 |
|
|
2019
Q4 | $3.06M | Sell |
47,987
-846
| -2% | -$53.9K | 0.38% | 78 |
|
|
2019
Q3 | $3.02M | Sell |
48,833
-118
| -0.2% | -$7.29K | 0.4% | 75 |
|
|
2019
Q2 | $2.71M | Sell |
48,951
-314
| -0.6% | -$17.4K | 0.36% | 81 |
|
|
2019
Q1 | $2.55M | Sell |
49,265
-4,286
| -8% | -$221K | 0.36% | 82 |
|
|
2018
Q4 | $2.35M | Sell |
53,551
-1,568
| -3% | -$68.8K | 0.37% | 76 |
|
|
2018
Q3 | $2.4M | Sell |
55,119
-1,335
| -2% | -$58.2K | 0.32% | 93 |
|
|
2018
Q2 | $2.61K | Buy |
56,454
+50
| +0.1% | +$2 | 0.2% | 101 |
|
|
2018
Q1 | $2.52M | Sell |
56,404
-227
| -0.4% | -$10.1K | 0.37% | 83 |
|
|
2017
Q4 | $2.72M | Buy |
56,631
+47
| +0.1% | +$2.26K | 0.39% | 79 |
|
|
2017
Q3 | $2.78M | Buy |
56,584
+1,228
| +2% | +$60.3K | 0.4% | 76 |
|
|
2017
Q2 | $2.65M | Buy |
55,356
+4,100
| +8% | +$196K | 0.4% | 76 |
|
|
2017
Q1 | $2.55M | Buy |
51,256
+1,384
| +3% | +$68.9K | 0.41% | 71 |
|
|
2016
Q4 | $2.45M | Sell |
49,872
-1,157
| -2% | -$56.9K | 0.42% | 74 |
|
|
2016
Q3 | $2.62M | Sell |
51,029
-6,011
| -11% | -$308K | 0.45% | 67 |
|
|
2016
Q2 | $3.06M | Buy |
57,040
+4,718
| +9% | +$253K | 0.56% | 55 |
|
|
2016
Q1 | $2.71M | Buy |
52,322
+1,836
| +4% | +$95K | 0.56% | 54 |
|
|
2015
Q4 | $2.36M | Buy |
50,486
+837
| +2% | +$39.1K | 0.5% | 62 |
|
|
2015
Q3 | $2.22M | Buy |
49,649
+9,677
| +24% | +$433K | 0.51% | 60 |
|
|
2015
Q2 | $1.68M | Buy |
39,972
+1,575
| +4% | +$66K | 0.36% | 87 |
|
|
2015
Q1 | $1.7M | Buy |
38,397
+3,764
| +11% | +$167K | 0.36% | 86 |
|
|
2014
Q4 | $1.7M | Buy |
34,633
+7,215
| +26% | +$354K | 0.36% | 84 |
|
|
2014
Q3 | $1.2M | Buy |
27,418
+3,721
| +16% | +$162K | 0.26% | 117 |
|
|
2014
Q2 | $1.08M | Buy |
23,697
+949
| +4% | +$43.1K | 0.23% | 127 |
|
|
2014
Q1 | $1M | Buy |
22,748
+3,466
| +18% | +$152K | 0.24% | 114 |
|
|
2013
Q4 | $793K | Buy |
19,282
+5,762
| +43% | +$237K | 0.2% | 135 |
|
|
2013
Q3 | $557K | Buy |
13,520
+4,600
| +52% | +$190K | 0.16% | 166 |
|
|
2013
Q2 | $393K | Buy |
+8,920
| New | +$393K | 0.12% | 197 |
|