Summit Securities Group’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 | $68K | Buy |
+740
| New | +$68K | 0.01% | 321 |
|
|
2023
Q3 | – | Sell |
-1,424
| Closed | -$100K | – | 803 |
|
|
2023
Q2 | $100K | Sell |
1,424
-726
| -34% | -$51K | 0.01% | 189 |
|
|
2023
Q1 | $150K | Buy |
2,150
+1,049
| +95% | +$73.2K | 0.01% | 143 |
|
|
2022
Q4 | $79K | Sell |
1,101
-5,768
| -84% | -$414K | ﹤0.01% | 440 |
|
|
2022
Q3 | $467K | Buy |
6,869
+2,946
| +75% | +$200K | 0.03% | 149 |
|
|
2022
Q2 | $280K | Buy |
3,923
+1,189
| +43% | +$84.9K | 0.03% | 154 |
|
|
2022
Q1 | $198K | Sell |
2,734
-4,377
| -62% | -$317K | 0.02% | 232 |
|
|
2021
Q4 | $488K | Buy |
+7,111
| New | +$488K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-17,700
| Closed | -$1.13M | – | 245 |
|
|
2019
Q4 | $1.13M | Buy |
+17,700
| New | +$1.13M | 0.09% | 81 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 318 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 364 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$13K | – | 456 |
|
|
2015
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 356 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5K | – | 498 |
|
|
2014
Q4 | $5K | Sell |
100
-2,700
| -96% | -$135K | ﹤0.01% | 420 |
|
|
2014
Q3 | $122K | Buy |
2,800
+1,300
| +87% | +$56.6K | 0.04% | 262 |
|
|
2014
Q2 | $68K | Buy |
1,500
+1,200
| +400% | +$54.4K | 0.02% | 266 |
|
|
2014
Q1 | $13K | Sell |
300
-1,800
| -86% | -$78K | 0.01% | 233 |
|
|
2013
Q4 | $86K | Buy |
2,100
+100
| +5% | +$4.1K | 0.02% | 232 |
|
|
2013
Q3 | $82K | Hold |
2,000
| – | – | 0.03% | 161 |
|
|
2013
Q2 | $88K | Buy |
+2,000
| New | +$88K | 0.04% | 133 |
|