SFA
Semmax Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
4,097
+30
| +0.7% | +$2.84K | 0.1% | 122 |
|
|
2025
Q1 | $367K | Buy |
4,067
+29
| +0.7% | +$2.62K | 0.1% | 116 |
|
|
2024
Q4 | $350K | Buy |
4,038
+30
| +0.7% | +$2.6K | 0.09% | 115 |
|
|
2024
Q3 | $352K | Buy |
4,008
+28
| +0.7% | +$2.46K | 0.1% | 111 |
|
|
2024
Q2 | $347K | Buy |
3,980
+32
| +0.8% | +$2.79K | 0.1% | 108 |
|
|
2024
Q1 | $311K | Buy |
3,948
+35
| +0.9% | +$2.76K | 0.1% | 107 |
|
|
2023
Q4 | $264K | Buy |
3,913
+34
| +0.9% | +$2.3K | 0.1% | 101 |
|
|
2023
Q3 | $261K | Buy |
+3,879
| New | +$261K | 0.1% | 88 |
|
|
2022
Q4 | $252K | Buy |
3,598
+33
| +0.9% | +$2.31K | 0.1% | 78 |
|
|
2022
Q3 | $226K | Buy |
3,565
+29
| +0.8% | +$1.84K | 0.1% | 81 |
|
|
2022
Q2 | $277K | Buy |
3,536
+29
| +0.8% | +$2.27K | 0.11% | 84 |
|
|
2022
Q1 | $254K | Buy |
3,507
+3,148
| +877% | +$228K | 0.1% | 98 |
|
|
2021
Q4 | $25K | Hold |
359
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $22K | Hold |
359
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $22K | Hold |
359
| – | – | 0.01% | 156 |
|
|
2021
Q1 | $22K | Sell |
359
-447
| -55% | -$27.4K | 0.01% | 164 |
|
|
2020
Q4 | $50K | Sell |
806
-53
| -6% | -$3.29K | 0.02% | 121 |
|
|
2020
Q3 | $47K | Sell |
859
-142
| -14% | -$7.77K | 0.02% | 116 |
|
|
2020
Q2 | $52K | Sell |
1,001
-506
| -34% | -$26.3K | 0.03% | 108 |
|
|
2020
Q1 | $82K | Sell |
1,507
-46,536
| -97% | -$2.53M | 0.05% | 101 |
|
|
2019
Q4 | $3.06M | Buy |
48,043
+3,857
| +9% | +$246K | 1.69% | 17 |
|
|
2019
Q3 | $2.73M | Buy |
44,186
+6,052
| +16% | +$374K | 1.63% | 17 |
|
|
2019
Q2 | $2.11M | Buy |
38,134
+10,331
| +37% | +$571K | 1.36% | 23 |
|
|
2019
Q1 | $1.44M | Sell |
27,803
-1,739
| -6% | -$89.9K | 0.99% | 23 |
|
|
2018
Q4 | $1.3M | Buy |
+29,542
| New | +$1.3M | 1.01% | 21 |
|