Successful Portfolios’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 | $764K | Buy |
8,315
+1
| +0% | +$92 | 0.47% | 47 |
|
|
2025
Q1 | $765K | Hold |
8,314
| – | – | 0.52% | 46 |
|
|
2024
Q4 | $684K | Buy |
8,314
+1
| +0% | +$82 | 0.46% | 49 |
|
|
2024
Q3 | $750K | Sell |
8,313
-10
| -0.1% | -$902 | 0.51% | 47 |
|
|
2024
Q2 | $646K | Sell |
8,323
-545
| -6% | -$42.3K | 0.45% | 50 |
|
|
2024
Q1 | $636K | Sell |
8,868
-624
| -7% | -$44.8K | 0.43% | 55 |
|
|
2023
Q4 | $666K | Buy |
9,492
+610
| +7% | +$42.8K | 0.5% | 50 |
|
|
2023
Q3 | $575K | Buy |
8,882
+6
| +0.1% | +$388 | 0.51% | 51 |
|
|
2023
Q2 | $624K | Sell |
8,876
-117
| -1% | -$8.22K | 0.54% | 44 |
|
|
2023
Q1 | $626K | Sell |
8,993
-1,336
| -13% | -$93K | 0.39% | 59 |
|
|
2022
Q4 | $738K | Sell |
10,329
-73
| -0.7% | -$5.22K | 0.48% | 56 |
|
|
2022
Q3 | $707K | Sell |
10,402
-17
| -0.2% | -$1.16K | 0.51% | 50 |
|
|
2022
Q2 | $743K | Sell |
10,419
-5
| -0% | -$357 | 0.5% | 51 |
|
|
2022
Q1 | $756K | Buy |
10,424
+75
| +0.7% | +$5.44K | 0.43% | 52 |
|
|
2021
Q4 | $710K | Hold |
10,349
| – | – | 0.39% | 63 |
|
|
2021
Q3 | $641K | Hold |
10,349
| – | – | 0.38% | 62 |
|
|
2021
Q2 | $626K | Buy |
10,349
+50
| +0.5% | +$3.02K | 0.38% | 67 |
|
|
2021
Q1 | $640K | Buy |
10,299
+861
| +9% | +$53.5K | 0.42% | 62 |
|
|
2020
Q4 | $580K | Sell |
9,438
-43
| -0.5% | -$2.64K | 0.42% | 66 |
|
|
2020
Q3 | $514K | Sell |
9,481
-15
| -0.2% | -$813 | 0.41% | 69 |
|
|
2020
Q2 | $492K | Buy |
9,496
+14
| +0.1% | +$725 | 0.43% | 68 |
|
|
2020
Q1 | $513K | Sell |
9,482
-323
| -3% | -$17.5K | 0.52% | 58 |
|
|
2019
Q4 | $625K | Sell |
9,805
-25
| -0.3% | -$1.59K | 0.56% | 50 |
|
|
2019
Q3 | $607K | Buy |
9,830
+1,428
| +17% | +$88.2K | 0.57% | 47 |
|
|
2019
Q2 | $464K | Sell |
8,402
-35
| -0.4% | -$1.93K | 0.5% | 61 |
|
|
2019
Q1 | $436K | Sell |
8,437
-58
| -0.7% | -$3K | 0.48% | 63 |
|
|
2018
Q4 | $373K | Sell |
8,495
-237
| -3% | -$10.4K | 0.48% | 67 |
|
|
2018
Q3 | $381K | Sell |
8,732
-663
| -7% | -$28.9K | 0.41% | 74 |
|
|
2018
Q2 | $435K | Sell |
9,395
-59
| -0.6% | -$2.73K | 0.51% | 62 |
|
|
2018
Q1 | $422K | Sell |
9,454
-234
| -2% | -$10.4K | 0.51% | 62 |
|
|
2017
Q4 | $466K | Buy |
+9,688
| New | +$466K | 0.58% | 54 |
|