SMC
Smith, Moore & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
19,521
-1,420
| -7% | -$130K | 0.15% | 132 |
|
|
2025
Q1 | $1.93M | Buy |
20,941
+45
| +0.2% | +$4.14K | 0.18% | 118 |
|
|
2024
Q4 | $1.72M | Buy |
20,896
+628
| +3% | +$51.7K | 0.16% | 124 |
|
|
2024
Q3 | $1.83M | Buy |
20,268
+440
| +2% | +$39.7K | 0.17% | 110 |
|
|
2024
Q2 | $1.54M | Sell |
19,828
-55
| -0.3% | -$4.27K | 0.16% | 127 |
|
|
2024
Q1 | $1.43M | Sell |
19,883
-726
| -4% | -$52.1K | 0.15% | 127 |
|
|
2023
Q4 | $1.45M | Sell |
20,609
-817
| -4% | -$57.3K | 0.17% | 114 |
|
|
2023
Q3 | $1.39M | Buy |
21,426
+72
| +0.3% | +$4.66K | 0.18% | 109 |
|
|
2023
Q2 | $1.5M | Buy |
21,354
+360
| +2% | +$25.3K | 0.19% | 104 |
|
|
2023
Q1 | $1.46M | Buy |
20,994
+233
| +1% | +$16.2K | 0.2% | 98 |
|
|
2022
Q4 | $1.48M | Sell |
20,761
-206
| -1% | -$14.7K | 0.21% | 91 |
|
|
2022
Q3 | $1.43M | Sell |
20,967
-1,051
| -5% | -$71.5K | 0.22% | 94 |
|
|
2022
Q2 | $1.57M | Buy |
22,018
+543
| +3% | +$38.7K | 0.24% | 89 |
|
|
2022
Q1 | $1.56M | Sell |
21,475
-279
| -1% | -$20.2K | 0.21% | 90 |
|
|
2021
Q4 | $1.49M | Sell |
21,754
-344
| -2% | -$23.6K | 0.21% | 92 |
|
|
2021
Q3 | $1.37M | Buy |
22,098
+24
| +0.1% | +$1.49K | 0.21% | 94 |
|
|
2021
Q2 | $1.34M | Buy |
22,074
+2,484
| +13% | +$150K | 0.2% | 95 |
|
|
2021
Q1 | $1.22M | Buy |
19,590
+382
| +2% | +$23.8K | 0.2% | 103 |
|
|
2020
Q4 | $1.18M | Sell |
19,208
-550
| -3% | -$33.8K | 0.22% | 85 |
|
|
2020
Q3 | $1.07M | Buy |
19,758
+1,296
| +7% | +$70.3K | 0.22% | 87 |
|
|
2020
Q2 | $957K | Buy |
18,462
+631
| +4% | +$32.7K | 0.21% | 87 |
|
|
2020
Q1 | $965K | Sell |
17,831
-374
| -2% | -$20.2K | 0.25% | 76 |
|
|
2019
Q4 | $1.16M | Sell |
18,205
-860
| -5% | -$54.8K | 0.24% | 79 |
|
|
2019
Q3 | $1.18M | Buy |
19,065
+465
| +3% | +$28.7K | 0.26% | 74 |
|
|
2019
Q2 | $1.03M | Buy |
18,600
+2,374
| +15% | +$131K | 0.23% | 82 |
|
|
2019
Q1 | $839K | Buy |
16,226
+1,673
| +11% | +$86.5K | 0.2% | 104 |
|
|
2018
Q4 | $639K | Sell |
14,553
-1,314
| -8% | -$57.7K | 0.17% | 128 |
|
|
2018
Q3 | $692K | Buy |
15,867
+2,680
| +20% | +$117K | 0.16% | 131 |
|
|
2018
Q2 | $611K | Buy |
13,187
+1,821
| +16% | +$84.4K | 0.15% | 135 |
|
|
2018
Q1 | $508K | Sell |
11,366
-3,414
| -23% | -$153K | 0.14% | 152 |
|
|
2017
Q4 | $711K | Buy |
14,780
+1,445
| +11% | +$69.5K | 0.19% | 114 |
|
|
2017
Q3 | $655K | Buy |
13,335
+1,200
| +10% | +$58.9K | 0.19% | 110 |
|
|
2017
Q2 | $581K | Sell |
12,135
-377
| -3% | -$18.1K | 0.19% | 98 |
|
|
2017
Q1 | $623K | Sell |
12,512
-193
| -2% | -$9.61K | 0.22% | 84 |
|
|
2016
Q4 | $625K | Sell |
12,705
-991
| -7% | -$48.8K | 0.24% | 79 |
|
|
2016
Q3 | $703K | Sell |
13,696
-1,369
| -9% | -$70.3K | 0.28% | 69 |
|
|
2016
Q2 | $808K | Sell |
15,065
-7,012
| -32% | -$376K | 0.33% | 61 |
|
|
2016
Q1 | $1.14M | Buy |
22,077
+656
| +3% | +$33.9K | 0.49% | 43 |
|
|
2015
Q4 | $1M | Buy |
21,421
+8,259
| +63% | +$386K | 0.5% | 39 |
|
|
2015
Q3 | $588K | Buy |
13,162
+335
| +3% | +$15K | 0.33% | 54 |
|
|
2015
Q2 | $537K | Buy |
12,827
+1,255
| +11% | +$52.5K | 0.27% | 67 |
|
|
2015
Q1 | $512K | Sell |
11,572
-542
| -4% | -$24K | 0.27% | 72 |
|
|
2014
Q4 | $595K | Sell |
12,114
-251
| -2% | -$12.3K | 0.32% | 60 |
|
|
2014
Q3 | $540K | Buy |
12,365
+775
| +7% | +$33.8K | 0.3% | 63 |
|
|
2014
Q2 | $526K | Buy |
11,590
+271
| +2% | +$12.3K | 0.32% | 54 |
|
|
2014
Q1 | $497K | Sell |
11,319
-445
| -4% | -$19.5K | 0.3% | 64 |
|
|
2013
Q4 | $484K | Buy |
+11,764
| New | +$484K | 0.3% | 73 |
|