St. Johns Investment Management’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 | $814K | Sell |
8,868
-78
| -0.9% | -$7.16K | 0.37% | 63 |
|
|
2025
Q1 | $823K | Sell |
8,946
-176
| -2% | -$16.2K | 0.41% | 62 |
|
|
2024
Q4 | $751K | Sell |
9,122
-690
| -7% | -$56.8K | 0.35% | 66 |
|
|
2024
Q3 | $885K | Sell |
9,812
-243
| -2% | -$21.9K | 0.42% | 61 |
|
|
2024
Q2 | $780K | Sell |
10,055
-273
| -3% | -$21.2K | 0.37% | 67 |
|
|
2024
Q1 | $741K | Buy |
10,328
+958
| +10% | +$68.7K | 0.36% | 69 |
|
|
2023
Q4 | $657K | Sell |
9,370
-247
| -3% | -$17.3K | 0.34% | 65 |
|
|
2023
Q3 | $622K | Sell |
9,617
-38
| -0.4% | -$2.46K | 0.36% | 65 |
|
|
2023
Q2 | $678K | Sell |
9,655
-80
| -0.8% | -$5.62K | 0.37% | 62 |
|
|
2023
Q1 | $677K | Sell |
9,735
-158
| -2% | -$11K | 0.39% | 66 |
|
|
2022
Q4 | $706K | Buy |
9,893
+88
| +0.9% | +$6.28K | 0.42% | 64 |
|
|
2022
Q3 | $667K | Buy |
9,805
+5
| +0.1% | +$340 | 0.44% | 61 |
|
|
2022
Q2 | $699K | Sell |
9,800
-349
| -3% | -$24.9K | 0.44% | 62 |
|
|
2022
Q1 | $736K | Buy |
10,149
+137
| +1% | +$9.94K | 0.39% | 63 |
|
|
2021
Q4 | $687K | Sell |
10,012
-341
| -3% | -$23.4K | 0.35% | 64 |
|
|
2021
Q3 | $642K | Sell |
10,353
-275
| -3% | -$17.1K | 0.35% | 65 |
|
|
2021
Q2 | $643K | Buy |
10,628
+176
| +2% | +$10.6K | 0.35% | 64 |
|
|
2021
Q1 | $650K | Buy |
10,452
+1,407
| +16% | +$87.5K | 0.37% | 62 |
|
|
2020
Q4 | $556K | Sell |
9,045
-803
| -8% | -$49.4K | 0.34% | 61 |
|
|
2020
Q3 | $534K | Buy |
9,848
+111
| +1% | +$6.02K | 0.36% | 60 |
|
|
2020
Q2 | $505K | Sell |
9,737
-74
| -0.8% | -$3.84K | 0.37% | 63 |
|
|
2020
Q1 | $531K | Sell |
9,811
-345
| -3% | -$18.7K | 0.48% | 56 |
|
|
2019
Q4 | $647K | Sell |
10,156
-249
| -2% | -$15.9K | 0.45% | 60 |
|
|
2019
Q3 | $643K | Sell |
10,405
-168
| -2% | -$10.4K | 0.48% | 59 |
|
|
2019
Q2 | $584K | Buy |
10,573
+195
| +2% | +$10.8K | 0.43% | 64 |
|
|
2019
Q1 | $536K | Sell |
10,378
-244
| -2% | -$12.6K | 0.41% | 66 |
|
|
2018
Q4 | $467K | Sell |
10,622
-1,281
| -11% | -$56.3K | 0.41% | 67 |
|
|
2018
Q3 | $519K | Sell |
11,903
-2,181
| -15% | -$95.1K | 0.39% | 67 |
|
|
2018
Q2 | $652K | Sell |
14,084
-405
| -3% | -$18.7K | 0.48% | 63 |
|
|
2018
Q1 | $647K | Sell |
14,489
-383
| -3% | -$17.1K | 0.49% | 67 |
|
|
2017
Q4 | $715K | Sell |
14,872
-802
| -5% | -$38.6K | 0.53% | 66 |
|
|
2017
Q3 | $770K | Sell |
15,674
-332
| -2% | -$16.3K | 0.56% | 64 |
|
|
2017
Q2 | $766K | Buy |
16,006
+90
| +0.6% | +$4.31K | 0.58% | 64 |
|
|
2017
Q1 | $792K | Sell |
15,916
-475
| -3% | -$23.6K | 0.63% | 58 |
|
|
2016
Q4 | $806K | Sell |
16,391
-335
| -2% | -$16.5K | 0.67% | 55 |
|
|
2016
Q3 | $858K | Buy |
16,726
+355
| +2% | +$18.2K | 0.72% | 51 |
|
|
2016
Q2 | $878K | Buy |
16,371
+34
| +0.2% | +$1.82K | 0.79% | 46 |
|
|
2016
Q1 | $845K | Buy |
16,337
+828
| +5% | +$42.8K | 0.75% | 48 |
|
|
2015
Q4 | $726K | Buy |
15,509
+240
| +2% | +$11.2K | 0.65% | 56 |
|
|
2015
Q3 | $683K | Buy |
15,269
+775
| +5% | +$34.7K | 0.64% | 57 |
|
|
2015
Q2 | $607K | Buy |
14,494
+68
| +0.5% | +$2.85K | 0.52% | 62 |
|
|
2015
Q1 | $639K | Buy |
14,426
+61
| +0.4% | +$2.7K | 0.56% | 59 |
|
|
2014
Q4 | $705K | Sell |
14,365
-270
| -2% | -$13.3K | 0.61% | 57 |
|
|
2014
Q3 | $639K | Sell |
14,635
-1,293
| -8% | -$56.5K | 0.56% | 60 |
|
|
2014
Q2 | $723K | Buy |
15,928
+130
| +0.8% | +$5.9K | 0.62% | 58 |
|
|
2014
Q1 | $694K | Buy |
+15,798
| New | +$694K | 0.62% | 55 |
|