Sunbelt Securities’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 | $463K | Buy |
5,626
+1,582
| +39% | +$130K | 0.04% | 365 |
|
|
2025
Q1 | $372K | Sell |
4,044
-1,582
| -28% | -$145K | 0.03% | 396 |
|
|
2024
Q4 | $463K | Buy |
5,626
+57
| +1% | +$4.7K | 0.04% | 366 |
|
|
2024
Q3 | $502K | Sell |
5,569
-233
| -4% | -$21K | 0.05% | 357 |
|
|
2024
Q2 | $450K | Sell |
5,802
-2,862
| -33% | -$222K | 0.05% | 359 |
|
|
2024
Q1 | $622K | Sell |
8,664
-175
| -2% | -$12.6K | 0.07% | 275 |
|
|
2023
Q4 | $620K | Sell |
8,839
-150
| -2% | -$10.5K | 0.08% | 261 |
|
|
2023
Q3 | $582K | Sell |
8,989
-1,341
| -13% | -$86.8K | 0.08% | 251 |
|
|
2023
Q2 | $726K | Sell |
10,330
-43
| -0.4% | -$3.02K | 0.1% | 210 |
|
|
2023
Q1 | $716K | Buy |
10,373
+403
| +4% | +$27.8K | 0.12% | 197 |
|
|
2022
Q4 | $712K | Sell |
9,970
-136
| -1% | -$9.71K | 0.14% | 180 |
|
|
2022
Q3 | $687K | Buy |
10,106
+6
| +0.1% | +$408 | 0.15% | 177 |
|
|
2022
Q2 | $720K | Buy |
10,100
+7
| +0.1% | +$499 | 0.15% | 173 |
|
|
2022
Q1 | $732K | Sell |
10,093
-989
| -9% | -$71.7K | 0.13% | 191 |
|
|
2021
Q4 | $752K | Sell |
11,082
-909
| -8% | -$61.7K | 0.12% | 196 |
|
|
2021
Q3 | $757K | Hold |
11,991
| – | – | 0.14% | 182 |
|
|
2021
Q2 | $757K | Sell |
11,991
-382
| -3% | -$24.1K | 0.14% | 182 |
|
|
2021
Q1 | $769K | Sell |
12,373
-1,566
| -11% | -$97.3K | 0.15% | 171 |
|
|
2020
Q4 | $856K | Buy |
13,939
+1,546
| +12% | +$94.9K | 0.18% | 142 |
|
|
2020
Q3 | $672K | Buy |
12,393
+502
| +4% | +$27.2K | 0.19% | 142 |
|
|
2020
Q2 | $617K | Sell |
11,891
-1,047
| -8% | -$54.3K | 0.21% | 129 |
|
|
2020
Q1 | $700K | Sell |
12,938
-68,304
| -84% | -$3.7M | 0.03% | 184 |
|
|
2019
Q4 | $5.18M | Buy |
81,242
+1,596
| +2% | +$102K | 0.54% | 35 |
|
|
2019
Q3 | $4.92M | Buy |
79,646
+70,083
| +733% | +$4.33M | 0.55% | 38 |
|
|
2019
Q2 | $529K | Buy |
9,563
+138
| +1% | +$7.63K | 0.23% | 127 |
|
|
2019
Q1 | $487K | Buy |
9,425
+269
| +3% | +$13.9K | 0.24% | 113 |
|
|
2018
Q4 | $402K | Buy |
9,156
+503
| +6% | +$22.1K | 0.23% | 114 |
|
|
2018
Q3 | $377K | Buy |
8,653
+278
| +3% | +$12.1K | 0.2% | 142 |
|
|
2018
Q2 | $388K | Buy |
+8,375
| New | +$388K | 0.23% | 127 |
|
|
2016
Q1 | – | Sell |
-4,377
| Closed | -$205K | – | 97 |
|
|
2015
Q4 | $205K | Buy |
+4,377
| New | +$205K | 0.29% | 83 |
|
|
2015
Q1 | – | Sell |
-4,366
| Closed | -$214K | – | 120 |
|
|
2014
Q4 | $214K | Buy |
+4,366
| New | +$214K | 0.28% | 86 |
|