Sunburst Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $948K | Buy |
9,909
+7
| +0.1% | +$659 | 0.15% | 59 |
|
|
2026
Q1 | $956K | Buy |
9,902
+5
| +0.1% | +$463 | 0.18% | 53 |
|
|
2025
Q4 | $863K | Sell |
9,897
-328
| -3% | -$29.9K | 0.17% | 53 |
|
|
2025
Q3 | $969K | Buy |
10,225
+3
| +0% | +$280 | 0.2% | 48 |
|
|
2025
Q2 | $939K | Sell |
10,222
-17
| -0.2% | -$1.53K | 0.21% | 48 |
|
|
2025
Q1 | $941K | Buy |
10,239
+5
| +0% | +$433 | 0.23% | 47 |
|
|
2024
Q4 | $842K | Sell |
10,234
-232
| -2% | -$20.4K | 0.21% | 50 |
|
|
2024
Q3 | $944K | Buy |
10,466
+2
| +0% | +$171 | 0.24% | 50 |
|
|
2024
Q2 | $812K | Sell |
10,464
-156
| -1% | -$11.8K | 0.22% | 52 |
|
|
2024
Q1 | $755K | Sell |
10,620
-407
| -4% | -$28.1K | 0.21% | 56 |
|
|
2023
Q4 | $773K | Buy |
11,027
+464
| +4% | +$31.9K | 0.24% | 52 |
|
|
2023
Q3 | $684K | Buy |
10,563
+2
| +0% | +$139 | 0.24% | 48 |
|
|
2023
Q2 | $742K | Sell |
10,561
-248
| -2% | -$17.8K | 0.26% | 48 |
|
|
2023
Q1 | $752K | Sell |
10,809
-23
| -0.2% | -$1.55K | 0.28% | 42 |
|
|
2022
Q4 | $773K | Buy |
10,832
+368
| +4% | +$24.6K | 0.31% | 42 |
|
|
2022
Q3 | $712K | Buy |
10,464
+668
| +7% | +$50.6K | 0.34% | 36 |
|
|
2022
Q2 | $699K | Sell |
9,796
-85
| -0.9% | -$6.24K | 0.34% | 35 |
|
|
2022
Q1 | $716K | Sell |
9,881
-302
| -3% | -$20.5K | 0.35% | 37 |
|
|
2021
Q4 | $698K | Buy |
10,183
+290
| +3% | +$18.5K | 0.35% | 35 |
|
|
2021
Q3 | $613K | Sell |
9,893
-51
| -0.5% | -$3.28K | 0.38% | 32 |
|
|
2021
Q2 | $602K | Buy |
9,944
+506
| +5% | +$32.4K | 0.38% | 31 |
|
|
2021
Q1 | $587K | Buy |
9,438
+498
| +6% | +$29.8K | 0.41% | 30 |
|
|
2020
Q4 | $549K | Buy |
8,940
+5
| +0.1% | +$301 | 0.41% | 28 |
|
|
2020
Q3 | $484K | Buy |
8,935
+401
| +5% | +$21.4K | 0.41% | 29 |
|
|
2020
Q2 | $442K | Buy |
8,534
+696
| +9% | +$38.7K | 0.4% | 30 |
|
|
2020
Q1 | $424K | Buy |
7,838
+1,115
| +17% | +$70.6K | 0.45% | 28 |
|
|
2019
Q4 | $428K | Buy |
+6,723
| New | +$417K | 0.37% | 38 |
|
Other funds holding SO
CIM
ORIO
CNB
CGH
CAMG
P
BCM
BB