Simplex Trading’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 | – | Hold |
0
| – | – | – | 3940 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3877 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3903 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3818 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3884 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3879 |
|
|
2023
Q4 | – | Sell |
-724
| Closed | -$46K | – | 3909 |
|
|
2023
Q3 | $46K | Buy |
+724
| New | +$46K | ﹤0.01% | 1250 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3904 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3938 |
|
|
2022
Q4 | – | Sell |
-17,253
| Closed | -$1.17M | – | 4025 |
|
|
2022
Q3 | $1.17M | Buy |
+17,253
| New | +$1.17M | ﹤0.01% | 318 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4092 |
|
|
2022
Q1 | – | Sell |
-49,500
| Closed | -$3.39M | – | 4150 |
|
|
2021
Q4 | $3.39M | Buy |
49,500
+38,761
| +361% | +$2.66M | ﹤0.01% | 201 |
|
|
2021
Q3 | $660K | Sell |
10,739
-500
| -4% | -$30.7K | ﹤0.01% | 723 |
|
|
2021
Q2 | $680K | Buy |
+11,239
| New | +$680K | ﹤0.01% | 727 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3611 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3288 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3107 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3014 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2981 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2889 |
|
|
2019
Q3 | – | Sell |
-23,594
| Closed | -$1.3M | – | 2847 |
|
|
2019
Q2 | $1.3M | Sell |
23,594
-57,578
| -71% | -$3.18M | ﹤0.01% | 179 |
|
|
2019
Q1 | $4.19M | Buy |
+81,172
| New | +$4.19M | 0.01% | 47 |
|
|
2018
Q4 | – | Sell |
-2,283
| Closed | -$99K | – | 2824 |
|
|
2018
Q3 | $99K | Buy |
+2,283
| New | +$99K | ﹤0.01% | 1037 |
|
|
2018
Q2 | – | Sell |
-1,416
| Closed | -$63K | – | 2888 |
|
|
2018
Q1 | $63K | Buy |
+1,416
| New | +$63K | ﹤0.01% | 1056 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2720 |
|
|
2017
Q3 | – | Sell |
-10,089
| Closed | -$483K | – | 2664 |
|
|
2017
Q2 | $483K | Buy |
+10,089
| New | +$483K | 0.02% | 388 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2676 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2629 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2585 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2597 |
|
|
2016
Q1 | – | Sell |
-3,558
| Closed | -$166K | – | 2519 |
|
|
2015
Q4 | $166K | Sell |
3,558
-7,416
| -68% | -$346K | 0.01% | 547 |
|
|
2015
Q3 | $490K | Buy |
10,974
+2,417
| +28% | +$108K | 0.04% | 231 |
|
|
2015
Q2 | $358K | Buy |
8,557
+3,026
| +55% | +$127K | 0.03% | 313 |
|
|
2015
Q1 | $244K | Buy |
+5,531
| New | +$244K | 0.03% | 380 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1957 |
|