Sadoff Investment Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$13.1M Sell
191,971
-2,280
-1% -$155K 1.02% 32
2022
Q2
$13.9M Buy
194,251
+545
+0.3% +$38.9K 1.04% 33
2022
Q1
$14M Buy
193,706
+2,277
+1% +$165K 0.89% 37
2021
Q4
$13.1M Buy
191,429
+2,414
+1% +$166K 0.77% 34
2021
Q3
$11.7M Sell
189,015
-2,771
-1% -$172K 0.79% 33
2021
Q2
$11.6M Sell
191,786
-1,925
-1% -$116K 0.77% 33
2021
Q1
$12M Sell
193,711
-2,250
-1% -$140K 0.84% 33
2020
Q4
$12M Buy
195,961
+3,119
+2% +$192K 0.94% 30
2020
Q3
$10.5M Sell
192,842
-825
-0.4% -$44.7K 0.93% 31
2020
Q2
$10M Sell
193,667
-2,395
-1% -$124K 0.9% 31
2020
Q1
$10.6M Sell
196,062
-5,000
-2% -$271K 1.2% 28
2019
Q4
$12.8M Buy
201,062
+275
+0.1% +$17.5K 1.01% 30
2019
Q3
$12.4M Buy
200,787
+1,800
+0.9% +$111K 1.04% 32
2019
Q2
$11M Buy
198,987
+2,060
+1% +$114K 0.91% 32
2019
Q1
$10.2M Buy
196,927
+3,812
+2% +$197K 0.87% 32
2018
Q4
$8.48M Buy
193,115
+1,900
+1% +$83.5K 0.83% 32
2018
Q3
$8.34M Sell
191,215
-1,075
-0.6% -$46.9K 0.72% 34
2018
Q2
$8.91M Buy
192,290
+2,013
+1% +$93.2K 0.77% 34
2018
Q1
$8.5M Buy
190,277
+4,724
+3% +$211K 0.72% 35
2017
Q4
$8.92M Sell
185,553
-1,350
-0.7% -$64.9K 0.73% 36
2017
Q3
$9.18M Buy
186,903
+2,380
+1% +$117K 0.82% 35
2017
Q2
$8.84M Buy
184,523
+1,650
+0.9% +$79K 0.84% 35
2017
Q1
$9.1M Buy
182,873
+850
+0.5% +$42.3K 0.87% 36
2016
Q4
$8.95M Buy
182,023
+266
+0.1% +$13.1K 0.92% 36
2016
Q3
$9.32M Buy
181,757
+1,005
+0.6% +$51.6K 1.03% 35
2016
Q2
$9.69M Buy
180,752
+400
+0.2% +$21.5K 1.16% 34
2016
Q1
$9.33M Sell
180,352
-281
-0.2% -$14.5K 1.13% 35
2015
Q4
$8.45M Buy
180,633
+2,900
+2% +$136K 0.97% 36
2015
Q3
$7.95M Buy
177,733
+1,126
+0.6% +$50.3K 1.04% 33
2015
Q2
$7.4M Buy
176,607
+4,275
+2% +$179K 0.8% 36
2015
Q1
$7.63M Buy
172,332
+2,900
+2% +$128K 0.85% 33
2014
Q4
$8.32M Buy
169,432
+2,089
+1% +$103K 0.97% 33
2014
Q3
$7.31M Buy
167,343
+2,900
+2% +$127K 0.94% 33
2014
Q2
$7.46M Buy
164,443
+1,600
+1% +$72.6K 0.97% 33
2014
Q1
$7.16M Buy
162,843
+1,950
+1% +$85.7K 0.95% 34
2013
Q4
$6.61M Buy
160,893
+4,171
+3% +$171K 0.92% 32
2013
Q3
$6.45M Buy
156,722
+141,957
+961% +$5.85M 1.06% 31
2013
Q2
$652K Buy
+14,765
New +$652K 0.12% 31