Stolper & Co’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 | $2.25M | Sell |
24,471
-165
| -0.7% | -$15.2K | 0.74% | 40 |
|
|
2025
Q1 | $2.27M | Buy |
24,636
+126
| +0.5% | +$11.6K | 0.74% | 40 |
|
|
2024
Q4 | $2.02M | Buy |
24,510
+237
| +1% | +$19.5K | 0.67% | 44 |
|
|
2024
Q3 | $2.19M | Sell |
24,273
-444
| -2% | -$40K | 0.72% | 37 |
|
|
2024
Q2 | $1.92M | Buy |
24,717
+148
| +0.6% | +$11.5K | 0.67% | 43 |
|
|
2024
Q1 | $1.76M | Buy |
24,569
+52
| +0.2% | +$3.73K | 0.64% | 50 |
|
|
2023
Q4 | $1.72M | Sell |
24,517
-279
| -1% | -$19.6K | 0.69% | 43 |
|
|
2023
Q3 | $1.61M | Buy |
24,796
+467
| +2% | +$30.2K | 0.7% | 44 |
|
|
2023
Q2 | $1.71M | Buy |
24,329
+101
| +0.4% | +$7.1K | 0.72% | 43 |
|
|
2023
Q1 | $1.69M | Buy |
24,228
+407
| +2% | +$28.3K | 0.72% | 46 |
|
|
2022
Q4 | $1.7M | Sell |
23,821
-4,206
| -15% | -$300K | 0.75% | 42 |
|
|
2022
Q3 | $1.91M | Buy |
28,027
+1,565
| +6% | +$106K | 0.94% | 39 |
|
|
2022
Q2 | $1.89M | Buy |
26,462
+1,052
| +4% | +$75K | 0.89% | 43 |
|
|
2022
Q1 | $1.84M | Buy |
25,410
+991
| +4% | +$71.8K | 0.78% | 46 |
|
|
2021
Q4 | $1.68M | Buy |
24,419
+437
| +2% | +$30K | 0.75% | 43 |
|
|
2021
Q3 | $1.49M | Buy |
23,982
+569
| +2% | +$35.3K | 0.71% | 48 |
|
|
2021
Q2 | $1.42M | Buy |
23,413
+328
| +1% | +$19.9K | 0.67% | 46 |
|
|
2021
Q1 | $1.44M | Buy |
23,085
+95
| +0.4% | +$5.91K | 0.74% | 45 |
|
|
2020
Q4 | $1.41M | Buy |
22,990
+501
| +2% | +$30.8K | 0.79% | 44 |
|
|
2020
Q3 | $1.22M | Sell |
22,489
-2,282
| -9% | -$124K | 0.79% | 41 |
|
|
2020
Q2 | $1.28M | Sell |
24,771
-1,946
| -7% | -$101K | 0.84% | 42 |
|
|
2020
Q1 | $1.45M | Buy |
+26,717
| New | +$1.45M | 1.04% | 35 |
|