Rench Wealth Management’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 | $4.11M | Buy |
44,786
+300
| +0.7% | +$27.5K | 1.3% | 33 |
|
|
2025
Q1 | $4.09M | Buy |
44,486
+61
| +0.1% | +$5.61K | 1.41% | 32 |
|
|
2024
Q4 | $3.66M | Buy |
44,425
+35
| +0.1% | +$2.88K | 1.25% | 36 |
|
|
2024
Q3 | $4M | Buy |
44,390
+318
| +0.7% | +$28.7K | 1.37% | 35 |
|
|
2024
Q2 | $3.42M | Buy |
44,072
+752
| +2% | +$58.3K | 1.23% | 37 |
|
|
2024
Q1 | $3.11M | Buy |
43,320
+683
| +2% | +$49K | 1.19% | 37 |
|
|
2023
Q4 | $2.99M | Sell |
42,637
-483
| -1% | -$33.9K | 1.26% | 33 |
|
|
2023
Q3 | $2.79M | Buy |
43,120
+440
| +1% | +$28.5K | 1.28% | 34 |
|
|
2023
Q2 | $3M | Buy |
42,680
+930
| +2% | +$65.3K | 1.31% | 35 |
|
|
2023
Q1 | $2.9M | Sell |
41,750
-3,830
| -8% | -$266K | 1.39% | 35 |
|
|
2022
Q4 | $3.25M | Buy |
45,580
+707
| +2% | +$50.5K | 1.66% | 29 |
|
|
2022
Q3 | $3.05M | Sell |
44,873
-710
| -2% | -$48.3K | 1.71% | 28 |
|
|
2022
Q2 | $3.25M | Sell |
45,583
-1,771
| -4% | -$126K | 1.67% | 29 |
|
|
2022
Q1 | $3.43M | Sell |
47,354
-7,268
| -13% | -$527K | 1.56% | 29 |
|
|
2021
Q4 | $3.75M | Sell |
54,622
-161
| -0.3% | -$11K | 1.69% | 24 |
|
|
2021
Q3 | $3.4M | Buy |
54,783
+967
| +2% | +$59.9K | 1.69% | 25 |
|
|
2021
Q2 | $3.26M | Buy |
53,816
+694
| +1% | +$42K | 1.63% | 26 |
|
|
2021
Q1 | $3.3M | Buy |
53,122
+1,075
| +2% | +$66.8K | 1.72% | 25 |
|
|
2020
Q4 | $3.2M | Buy |
52,047
+2,316
| +5% | +$142K | 1.8% | 25 |
|
|
2020
Q3 | $2.7M | Buy |
49,731
+238
| +0.5% | +$12.9K | 1.72% | 24 |
|
|
2020
Q2 | $2.57M | Buy |
49,493
+257
| +0.5% | +$13.3K | 1.73% | 25 |
|
|
2020
Q1 | $2.67M | Sell |
49,236
-1,045
| -2% | -$56.6K | 2.07% | 22 |
|
|
2019
Q4 | $3.2M | Sell |
50,281
-2,065
| -4% | -$132K | 1.85% | 25 |
|
|
2019
Q3 | $3.23M | Buy |
52,346
+1,894
| +4% | +$117K | 2.09% | 26 |
|
|
2019
Q2 | $2.79M | Buy |
50,452
+232
| +0.5% | +$12.8K | 1.79% | 31 |
|
|
2019
Q1 | $2.6M | Buy |
50,220
+1,600
| +3% | +$82.7K | 1.7% | 32 |
|
|
2018
Q4 | $2.14M | Buy |
48,620
+601
| +1% | +$26.4K | 1.56% | 33 |
|
|
2018
Q3 | $2.09M | Sell |
48,019
-892
| -2% | -$38.9K | 1.4% | 38 |
|
|
2018
Q2 | $2.27M | Sell |
48,911
-1,438
| -3% | -$66.6K | 1.64% | 34 |
|
|
2018
Q1 | $2.25M | Sell |
50,349
-767
| -2% | -$34.3K | 1.54% | 35 |
|
|
2017
Q4 | $2.46M | Buy |
51,116
+4,172
| +9% | +$201K | 1.6% | 34 |
|
|
2017
Q3 | $2.31M | Buy |
46,944
+4,922
| +12% | +$242K | 1.59% | 34 |
|
|
2017
Q2 | $2.01M | Sell |
42,022
-19
| -0% | -$910 | 1.49% | 34 |
|
|
2017
Q1 | $2.09M | Buy |
42,041
+538
| +1% | +$26.8K | 1.55% | 31 |
|
|
2016
Q4 | $2.04M | Buy |
41,503
+1,280
| +3% | +$63K | 1.62% | 29 |
|
|
2016
Q3 | $2.06M | Sell |
40,223
-20,638
| -34% | -$1.06M | 1.67% | 29 |
|
|
2016
Q2 | $3.26M | Buy |
60,861
+340
| +0.6% | +$18.2K | 2.64% | 20 |
|
|
2016
Q1 | $3.13M | Sell |
60,521
-815
| -1% | -$42.2K | 2.57% | 20 |
|
|
2015
Q4 | $2.87M | Sell |
61,336
-33
| -0.1% | -$1.54K | 2.48% | 21 |
|
|
2015
Q3 | $2.74M | Buy |
61,369
+364
| +0.6% | +$16.3K | 2.52% | 20 |
|
|
2015
Q2 | $2.56M | Buy |
61,005
+2,129
| +4% | +$89.2K | 2.23% | 23 |
|
|
2015
Q1 | $2.61M | Sell |
58,876
-410
| -0.7% | -$18.2K | 2.23% | 25 |
|
|
2014
Q4 | $2.91M | Sell |
59,286
-127
| -0.2% | -$6.24K | 2.45% | 23 |
|
|
2014
Q3 | $2.59M | Buy |
59,413
+2,253
| +4% | +$98.3K | 2.21% | 25 |
|
|
2014
Q2 | $2.59M | Buy |
57,160
+3,030
| +6% | +$138K | 2.26% | 25 |
|
|
2014
Q1 | $2.38M | Buy |
54,130
+2,839
| +6% | +$125K | 2.25% | 25 |
|
|
2013
Q4 | $2.11M | Buy |
+51,291
| New | +$2.11M | 2.04% | 24 |
|