Sawyer & Company’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 | $133K | Sell |
1,449
-390
| -21% | -$35.8K | 0.05% | 98 |
|
|
2025
Q1 | $169K | Sell |
1,839
-515
| -22% | -$47.3K | 0.07% | 97 |
|
|
2024
Q4 | $194K | Sell |
2,354
-846
| -26% | -$69.7K | 0.07% | 96 |
|
|
2024
Q3 | $289K | Sell |
3,200
-23
| -0.7% | -$2.08K | 0.11% | 92 |
|
|
2024
Q2 | $250K | Sell |
3,223
-445
| -12% | -$34.5K | 0.1% | 92 |
|
|
2024
Q1 | $263K | Hold |
3,668
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $257K | Hold |
3,668
| – | – | 0.11% | 89 |
|
|
2023
Q3 | $237K | Hold |
3,668
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $258K | Hold |
3,668
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $264K | Buy |
+3,668
| New | +$264K | 0.14% | 89 |
|
|
2022
Q4 | – | Sell |
-5,318
| Closed | -$362K | – | 188 |
|
|
2022
Q3 | $362K | Sell |
5,318
-89
| -2% | -$6.06K | 0.2% | 84 |
|
|
2022
Q2 | $386K | Sell |
5,407
-530
| -9% | -$37.8K | 0.2% | 82 |
|
|
2022
Q1 | $430K | Sell |
5,937
-315
| -5% | -$22.8K | 0.19% | 86 |
|
|
2021
Q4 | $429K | Sell |
6,252
-26
| -0.4% | -$1.78K | 0.19% | 85 |
|
|
2021
Q3 | $389K | Sell |
6,278
-102
| -2% | -$6.32K | 0.18% | 84 |
|
|
2021
Q2 | $386K | Sell |
6,380
-95
| -1% | -$5.75K | 0.18% | 86 |
|
|
2021
Q1 | $402K | Sell |
6,475
-215
| -3% | -$13.3K | 0.2% | 81 |
|
|
2020
Q4 | $411K | Hold |
6,690
| – | – | 0.21% | 80 |
|
|
2020
Q3 | $363K | Hold |
6,690
| – | – | 0.22% | 78 |
|
|
2020
Q2 | $347K | Hold |
6,690
| – | – | 0.21% | 83 |
|
|
2020
Q1 | $362K | Sell |
6,690
-160
| -2% | -$8.66K | 0.29% | 76 |
|
|
2019
Q4 | $436K | Sell |
6,850
-225
| -3% | -$14.3K | 0.28% | 79 |
|
|
2019
Q3 | $437K | Hold |
7,075
| – | – | 0.31% | 71 |
|
|
2019
Q2 | $391K | Hold |
7,075
| – | – | 0.26% | 86 |
|
|
2019
Q1 | $366K | Hold |
7,075
| – | – | 0.24% | 89 |
|
|
2018
Q4 | $311K | Sell |
7,075
-1,150
| -14% | -$50.6K | 0.23% | 91 |
|
|
2018
Q3 | $359K | Hold |
8,225
| – | – | 0.22% | 91 |
|
|
2018
Q2 | $381K | Hold |
8,225
| – | – | 0.25% | 83 |
|
|
2018
Q1 | $367K | Hold |
8,225
| – | – | 0.25% | 84 |
|
|
2017
Q4 | $396K | Buy |
+8,225
| New | +$396K | 0.26% | 85 |
|