Stokes Family Office’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 | $1.44M | Sell |
15,661
-193
| -1% | -$17.7K | 0.15% | 105 |
|
|
2025
Q1 | $1.46M | Sell |
15,854
-100
| -0.6% | -$9.2K | 0.16% | 104 |
|
|
2024
Q4 | $1.31M | Buy |
15,954
+87
| +0.5% | +$7.16K | 0.14% | 106 |
|
|
2024
Q3 | $1.43M | Sell |
15,867
-84
| -0.5% | -$7.58K | 0.16% | 100 |
|
|
2024
Q2 | $1.24M | Buy |
15,951
+122
| +0.8% | +$9.46K | 0.15% | 107 |
|
|
2024
Q1 | $1.14M | Buy |
15,829
+19
| +0.1% | +$1.36K | 0.14% | 108 |
|
|
2023
Q4 | $1.11M | Sell |
15,810
-3,940
| -20% | -$276K | 0.15% | 105 |
|
|
2023
Q3 | $1.28M | Sell |
19,750
-182
| -0.9% | -$11.8K | 0.15% | 112 |
|
|
2023
Q2 | $1.4M | Buy |
19,932
+544
| +3% | +$38.2K | 0.16% | 104 |
|
|
2023
Q1 | $1.35M | Sell |
19,388
-1,612
| -8% | -$112K | 0.17% | 102 |
|
|
2022
Q4 | $1.5M | Buy |
21,000
+4,501
| +27% | +$321K | 0.19% | 89 |
|
|
2022
Q3 | $1.12M | Buy |
16,499
+38
| +0.2% | +$2.58K | 0.16% | 100 |
|
|
2022
Q2 | $1.17M | Buy |
16,461
+248
| +2% | +$17.7K | 0.16% | 99 |
|
|
2022
Q1 | $1.18M | Sell |
16,213
-76
| -0.5% | -$5.51K | 0.16% | 90 |
|
|
2021
Q4 | $1.12M | Buy |
16,289
+2,242
| +16% | +$154K | 0.14% | 91 |
|
|
2021
Q3 | $871K | Buy |
14,047
+362
| +3% | +$22.4K | 0.12% | 106 |
|
|
2021
Q2 | $828K | Buy |
13,685
+145
| +1% | +$8.77K | 0.12% | 108 |
|
|
2021
Q1 | $842K | Buy |
13,540
+1
| +0% | +$62 | 0.13% | 99 |
|
|
2020
Q4 | $832K | Buy |
13,539
+692
| +5% | +$42.5K | 0.16% | 89 |
|
|
2020
Q3 | $697K | Buy |
12,847
+247
| +2% | +$13.4K | 0.16% | 91 |
|
|
2020
Q2 | $653K | Sell |
12,600
-1,059
| -8% | -$54.9K | 0.16% | 91 |
|
|
2020
Q1 | $740K | Buy |
13,659
+123
| +0.9% | +$6.66K | 0.2% | 80 |
|
|
2019
Q4 | $862K | Buy |
+13,536
| New | +$862K | 0.19% | 80 |
|