Sowell Financial Services’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 | $2.03M | Sell |
22,148
-99
| -0.4% | -$9.09K | 0.08% | 261 |
|
|
2025
Q1 | $2.05M | Sell |
22,247
-7,962
| -26% | -$732K | 0.09% | 231 |
|
|
2024
Q4 | $2.49M | Buy |
30,209
+4,015
| +15% | +$331K | 0.13% | 173 |
|
|
2024
Q3 | $2.36M | Sell |
26,194
-2,429
| -8% | -$219K | 0.11% | 212 |
|
|
2024
Q2 | $2.22M | Sell |
28,623
-965
| -3% | -$74.8K | 0.11% | 197 |
|
|
2024
Q1 | $2.12M | Sell |
29,588
-2,637
| -8% | -$189K | 0.1% | 223 |
|
|
2023
Q4 | $2.26M | Buy |
32,225
+2,611
| +9% | +$183K | 0.12% | 185 |
|
|
2023
Q3 | $1.92M | Sell |
29,614
-3,974
| -12% | -$257K | 0.12% | 194 |
|
|
2023
Q2 | $2.36M | Buy |
33,588
+5,864
| +21% | +$412K | 0.13% | 179 |
|
|
2023
Q1 | $1.93M | Sell |
27,724
-2,396
| -8% | -$167K | 0.15% | 160 |
|
|
2022
Q4 | $2.15M | Buy |
30,120
+279
| +0.9% | +$19.9K | 0.14% | 174 |
|
|
2022
Q3 | $2.03M | Buy |
29,841
+4,597
| +18% | +$313K | 0.2% | 135 |
|
|
2022
Q2 | $1.8M | Buy |
25,244
+12,032
| +91% | +$858K | 0.17% | 117 |
|
|
2022
Q1 | $969K | Sell |
13,212
-15,501
| -54% | -$1.14M | 0.17% | 93 |
|
|
2021
Q4 | $1.97M | Sell |
28,713
-2,257
| -7% | -$155K | 0.11% | 195 |
|
|
2021
Q3 | $1.92M | Sell |
30,970
-925
| -3% | -$57.3K | 0.13% | 184 |
|
|
2021
Q2 | $1.93M | Sell |
31,895
-13,151
| -29% | -$796K | 0.13% | 194 |
|
|
2021
Q1 | $2.98M | Buy |
45,046
+5,919
| +15% | +$391K | 0.1% | 186 |
|
|
2020
Q4 | $2.4M | Buy |
39,127
+2,539
| +7% | +$156K | 0.1% | 179 |
|
|
2020
Q3 | $1.98M | Sell |
36,588
-1,985
| -5% | -$108K | 0.1% | 183 |
|
|
2020
Q2 | $2M | Buy |
38,573
+231
| +0.6% | +$12K | 0.11% | 174 |
|
|
2020
Q1 | $2.08M | Sell |
38,342
-8,132
| -17% | -$440K | 0.15% | 151 |
|
|
2019
Q4 | $2.96M | Buy |
46,474
+1,588
| +4% | +$101K | 0.23% | 96 |
|
|
2019
Q3 | $2.77M | Buy |
+44,886
| New | +$2.77M | 0.23% | 95 |
|
|
2019
Q1 | $1.84M | Buy |
35,681
+1,848
| +5% | +$95.5K | 0.21% | 112 |
|
|
2018
Q4 | $1.49M | Buy |
33,833
+358
| +1% | +$15.7K | 0.21% | 105 |
|
|
2018
Q3 | $1.46M | Buy |
+33,475
| New | +$1.46M | 0.21% | 87 |
|