Sigma Planning Corp’s Southern Company SO Stock Holding History

Sigma Planning Corp’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.37M	Sell	47,576 -5,202	-10%	-$478K	0.13%	165
2025 Q1	$4.85M	Sell	52,778 -3,234	-6%	-$297K	0.15%	130
2024 Q4	$4.61M	Sell	56,012 -3,240	-5%	-$267K	0.14%	147
2024 Q3	$5.34M	Sell	59,252 -5,010	-8%	-$452K	0.16%	119
2024 Q2	$4.98M	Sell	64,262 -1,194	-2%	-$92.6K	0.16%	123
2024 Q1	$4.7M	Buy	65,456 +35,124	+116%	+$2.52M	0.15%	134
2023 Q4	$2.13M	Sell	30,332 -33,564	-53%	-$2.35M	0.17%	115
2023 Q3	$4.14M	Buy	63,896 +1,122	+2%	+$72.6K	0.16%	135
2023 Q2	$4.41M	Sell	62,774 -7,137	-10%	-$501K	0.16%	120
2023 Q1	$4.86M	Sell	69,911 -182	-0.3%	-$12.7K	0.16%	133
2022 Q4	$5.01M	Sell	70,093 -453	-0.6%	-$32.3K	0.18%	126
2022 Q3	$4.8M	Sell	70,546 -2,472	-3%	-$168K	0.18%	120
2022 Q2	$5.21M	Buy	73,018 +1,031	+1%	+$73.5K	0.18%	121
2022 Q1	$5.22M	Sell	71,987 -462	-0.6%	-$33.5K	0.16%	128
2021 Q4	$4.97M	Buy	72,449 +408	+0.6%	+$28K	0.14%	157
2021 Q3	$4.46M	Sell	72,041 -2,507	-3%	-$155K	0.13%	162
2021 Q2	$4.51M	Buy	74,548 +5,076	+7%	+$307K	0.13%	169
2021 Q1	$4.32M	Buy	69,472 +2,080	+3%	+$129K	0.14%	180
2020 Q4	$4.14M	Sell	67,392 -527	-0.8%	-$32.4K	0.14%	157
2020 Q3	$3.68M	Buy	67,919 +650	+1%	+$35.2K	0.15%	154
2020 Q2	$3.49M	Buy	67,269 +5,531	+9%	+$287K	0.15%	145
2020 Q1	$3.34M	Sell	61,738 -756	-1%	-$40.9K	0.2%	109
2019 Q4	$3.98M	Sell	62,494 -9,828	-14%	-$626K	0.17%	132
2019 Q3	$4.47M	Buy	72,322 +220	+0.3%	+$13.6K	0.21%	103
2019 Q2	$3.99M	Buy	72,102 +3,543	+5%	+$196K	0.21%	122
2019 Q1	$3.54M	Buy	68,559 +9,722	+17%	+$502K	0.2%	125
2018 Q4	$2.58M	Buy	58,837 +10,858	+23%	+$477K	0.19%	113
2018 Q3	$2.09M	Buy	47,979 +998	+2%	+$43.5K	0.12%	175
2018 Q2	$2.18M	Buy	46,981 +6,256	+15%	+$290K	0.15%	165
2018 Q1	$1.82M	Sell	40,725 -12,360	-23%	-$552K	0.13%	174
2017 Q4	$2.55M	Sell	53,085 -5,421	-9%	-$261K	0.2%	130
2017 Q3	$2.88M	Buy	58,506 +4,082	+8%	+$201K	0.24%	95
2017 Q2	$2.61M	Buy	54,424 +2,155	+4%	+$103K	0.24%	102
2017 Q1	$2.6M	Buy	52,269 +3,777	+8%	+$188K	0.25%	93
2016 Q4	$2.39M	Buy	48,492 +9,271	+24%	+$456K	0.26%	85
2016 Q3	$2.01M	Buy	39,221 +5,057	+15%	+$259K	0.24%	95
2016 Q2	$1.83M	Buy	34,164 +485	+1%	+$26K	0.24%	98
2016 Q1	$1.74M	Buy	33,679 +2,515	+8%	+$130K	0.24%	96
2015 Q4	$1.46M	Buy	31,164 +4,728	+18%	+$221K	0.2%	111
2015 Q3	$1.18M	Buy	26,436 +344	+1%	+$15.4K	0.19%	128
2015 Q2	$1.09M	Sell	26,092 -3,284	-11%	-$138K	0.15%	165
2015 Q1	$1.3M	Sell	29,376 -2,731	-9%	-$121K	0.17%	142
2014 Q4	$1.58M	Buy	+32,107	New	+$1.58M	0.21%	121