Sittner & Nelson’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 | $299K | Hold |
3,261
| – | – | 0.12% | 117 |
|
|
2025
Q1 | $300K | Buy |
3,261
+15
| +0.5% | +$1.38K | 0.13% | 108 |
|
|
2024
Q4 | $267K | Hold |
3,246
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $293K | Hold |
3,246
| – | – | 0.13% | 104 |
|
|
2024
Q2 | $252K | Sell |
3,246
-1,000
| -24% | -$77.6K | 0.12% | 99 |
|
|
2024
Q1 | $305K | Hold |
4,246
| – | – | 0.15% | 93 |
|
|
2023
Q4 | $298K | Hold |
4,246
| – | – | 0.16% | 91 |
|
|
2023
Q3 | $275K | Hold |
4,246
| – | – | 0.16% | 89 |
|
|
2023
Q2 | $298K | Sell |
4,246
-2,271
| -35% | -$160K | 0.16% | 88 |
|
|
2023
Q1 | $453K | Buy |
6,517
+3
| +0% | +$209 | 0.26% | 66 |
|
|
2022
Q4 | $465K | Buy |
6,514
+503
| +8% | +$35.9K | 0.28% | 62 |
|
|
2022
Q3 | $409K | Sell |
6,011
-3,482
| -37% | -$237K | 0.27% | 62 |
|
|
2022
Q2 | $677K | Buy |
9,493
+3,986
| +72% | +$284K | 0.44% | 47 |
|
|
2022
Q1 | $399K | Buy |
5,507
+250
| +5% | +$18.1K | 0.23% | 70 |
|
|
2021
Q4 | $361K | Buy |
5,257
+1,011
| +24% | +$69.4K | 0.21% | 76 |
|
|
2021
Q3 | $263K | Buy |
4,246
+1,000
| +31% | +$61.9K | 0.17% | 83 |
|
|
2021
Q2 | $196K | Hold |
3,246
| – | – | 0.14% | 90 |
|
|
2021
Q1 | $202K | Buy |
3,246
+1,000
| +45% | +$62.2K | 0.15% | 88 |
|
|
2020
Q4 | $138K | Buy |
+2,246
| New | +$138K | 0.12% | 98 |
|