SA
SRH Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
12,525
| – | – | 0.35% | 20 |
|
|
2025
Q1 | $1.15M | Hold |
12,525
| – | – | 0.36% | 20 |
|
|
2024
Q4 | $1.03M | Hold |
12,525
| – | – | 0.31% | 22 |
|
|
2024
Q3 | $1.13M | Hold |
12,525
| – | – | 0.34% | 21 |
|
|
2024
Q2 | $972K | Hold |
12,525
| – | – | 0.33% | 23 |
|
|
2024
Q1 | $899K | Hold |
12,525
| – | – | 0.28% | 26 |
|
|
2023
Q4 | $878K | Sell |
12,525
-60
| -0.5% | -$4.21K | 0.31% | 25 |
|
|
2023
Q3 | $815K | Buy |
12,585
+60
| +0.5% | +$3.88K | 0.4% | 25 |
|
|
2023
Q2 | $871K | Hold |
12,525
| – | – | 0.46% | 26 |
|
|
2023
Q1 | $871K | Hold |
12,525
| – | – | 0.46% | 26 |
|
|
2022
Q4 | $894K | Hold |
12,525
| – | – | 0.5% | 25 |
|
|
2022
Q3 | $852K | Hold |
12,525
| – | – | 1.11% | 25 |
|
|
2022
Q2 | $893K | Sell |
12,525
-200
| -2% | -$14.3K | 1.1% | 23 |
|
|
2022
Q1 | $923K | Hold |
12,725
| – | – | 1.02% | 28 |
|
|
2021
Q4 | $873K | Sell |
12,725
-200
| -2% | -$13.7K | 0.99% | 28 |
|
|
2021
Q3 | $801K | Hold |
12,925
| – | – | 0.98% | 27 |
|
|
2021
Q2 | $782K | Buy |
12,925
+200
| +2% | +$12.1K | 0.97% | 26 |
|
|
2021
Q1 | $791K | Hold |
12,725
| – | – | 1.13% | 21 |
|
|
2020
Q4 | $782K | Hold |
12,725
| – | – | 1.29% | 18 |
|
|
2020
Q3 | $690K | Sell |
12,725
-1,000
| -7% | -$54.2K | 1.33% | 17 |
|
|
2020
Q2 | $712K | Buy |
13,725
+600
| +5% | +$31.1K | 1.77% | 15 |
|
|
2020
Q1 | $711K | Buy |
13,125
+2,000
| +18% | +$108K | 1.98% | 15 |
|
|
2019
Q4 | $709K | Hold |
11,125
| – | – | 2.28% | 11 |
|
|
2019
Q3 | $687K | Hold |
11,125
| – | – | 2.32% | 11 |
|
|
2019
Q2 | $615K | Sell |
11,125
-8,884
| -44% | -$491K | 2.1% | 12 |
|
|
2019
Q1 | $1.03M | Hold |
20,009
| – | – | 3.67% | 6 |
|
|
2018
Q4 | $879K | Hold |
20,009
| – | – | 3.36% | 7 |
|
|
2018
Q3 | $872K | Buy |
20,009
+300
| +2% | +$13.1K | 2.99% | 9 |
|
|
2018
Q2 | $913K | Hold |
19,709
| – | – | 3.42% | 8 |
|
|
2018
Q1 | $880K | Buy |
19,709
+600
| +3% | +$26.8K | 3.49% | 8 |
|
|
2017
Q4 | $919K | Hold |
19,109
| – | – | 3.63% | 8 |
|
|
2017
Q3 | $939K | Buy |
19,109
+1,150
| +6% | +$56.5K | 3.98% | 6 |
|
|
2017
Q2 | $860K | Hold |
17,959
| – | – | 4.1% | 6 |
|
|
2017
Q1 | $894K | Buy |
17,959
+356
| +2% | +$17.7K | 4.17% | 6 |
|
|
2016
Q4 | $866K | Hold |
17,603
| – | – | 4.3% | 5 |
|
|
2016
Q3 | $903K | Buy |
17,603
+611
| +4% | +$31.3K | 4.71% | 4 |
|
|
2016
Q2 | $911K | Buy |
16,992
+84
| +0.5% | +$4.5K | 4.85% | 4 |
|
|
2016
Q1 | $875K | Sell |
16,908
-510
| -3% | -$26.4K | 4.82% | 4 |
|
|
2015
Q4 | $815K | Sell |
17,418
-10,450
| -37% | -$489K | 4.79% | 4 |
|
|
2015
Q3 | $1.25M | Buy |
27,868
+27,750
| +23,517% | +$1.24M | 7.31% | 4 |
|
|
2015
Q2 | $5K | Hold |
118
| – | – | 0.03% | 141 |
|
|
2015
Q1 | $5K | Hold |
118
| – | – | 0.03% | 132 |
|
|
2014
Q4 | $6K | Hold |
118
| – | – | 0.04% | 125 |
|
|
2014
Q3 | $5K | Hold |
118
| – | – | 0.04% | 127 |
|
|
2014
Q2 | $5K | Hold |
118
| – | – | 0.04% | 126 |
|
|
2014
Q1 | $5K | Hold |
118
| – | – | 0.04% | 125 |
|
|
2013
Q4 | $5K | Buy |
+118
| New | +$5K | 0.05% | 126 |
|