Texas Yale Capital Corp’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
Q1 | $3.27M | Sell |
33,901
-2
| -0% | -$185 | 0.09% | 143 |
|
|
2025
Q4 | $2.96M | Buy |
33,903
+160
| +0.5% | +$14.6K | 0.09% | 156 |
|
|
2025
Q3 | $3.2M | Buy |
33,743
+2,730
| +9% | +$255K | 0.1% | 145 |
|
|
2025
Q2 | $2.85M | Sell |
31,013
-457
| -1% | -$41K | 0.09% | 151 |
|
|
2025
Q1 | $2.89M | Buy |
31,470
+500
| +2% | +$43.3K | 0.12% | 146 |
|
|
2024
Q4 | $2.55M | Sell |
30,970
-301
| -1% | -$26.4K | 0.1% | 161 |
|
|
2024
Q3 | $2.82M | Buy |
31,271
+590
| +2% | +$50.4K | 0.12% | 148 |
|
|
2024
Q2 | $2.38M | Sell |
30,681
-415
| -1% | -$31.4K | 0.11% | 157 |
|
|
2024
Q1 | $2.23M | Sell |
31,096
-19
| -0.1% | -$1.31K | 0.1% | 161 |
|
|
2023
Q4 | $2.18M | Buy |
31,115
+1,410
| +5% | +$96.8K | 0.1% | 157 |
|
|
2023
Q3 | $1.92M | Buy |
29,705
+425
| +1% | +$29.5K | 0.09% | 158 |
|
|
2023
Q2 | $2.06M | Sell |
29,280
-414
| -1% | -$29.7K | 0.1% | 163 |
|
|
2023
Q1 | $2.07M | Sell |
29,694
-268
| -0.9% | -$18K | 0.11% | 160 |
|
|
2022
Q4 | $2.14M | Buy |
29,962
+7,759
| +35% | +$519K | 0.12% | 151 |
|
|
2022
Q3 | $1.51M | Buy |
22,203
+350
| +2% | +$26.5K | 0.1% | 183 |
|
|
2022
Q2 | $1.56M | Buy |
21,853
+950
| +5% | +$69.8K | 0.1% | 179 |
|
|
2022
Q1 | $1.52M | Buy |
20,903
+250
| +1% | +$16.9K | 0.08% | 197 |
|
|
2021
Q4 | $1.42M | Buy |
20,653
+1,750
| +9% | +$112K | 0.07% | 207 |
|
|
2021
Q3 | $1.17M | Buy |
18,903
+650
| +4% | +$41.8K | 0.07% | 220 |
|
|
2021
Q2 | $1.1M | Buy |
18,253
+1,075
| +6% | +$68.7K | 0.06% | 230 |
|
|
2021
Q1 | $1.07M | Hold |
17,178
| – | – | 0.07% | 224 |
|
|
2020
Q4 | $1.05M | Buy |
17,178
+150
| +0.9% | +$9.02K | 0.07% | 226 |
|
|
2020
Q3 | $923K | Buy |
17,028
+70
| +0.4% | +$3.74K | 0.07% | 228 |
|
|
2020
Q2 | $879K | Buy |
16,958
+705
| +4% | +$39.2K | 0.07% | 226 |
|
|
2020
Q1 | $880K | Buy |
16,253
+500
| +3% | +$31.7K | 0.09% | 210 |
|
|
2019
Q4 | $1M | Buy |
15,753
+250
| +2% | +$15.5K | 0.07% | 237 |
|
|
2019
Q3 | $958K | Hold |
15,503
| – | – | 0.07% | 241 |
|
|
2019
Q2 | $857K | Sell |
15,503
-13,163
| -46% | -$705K | 0.06% | 261 |
|
|
2019
Q1 | $1.48M | Buy |
28,666
+16,238
| +131% | +$796K | 0.06% | 266 |
|
|
2018
Q4 | $546K | Buy |
12,428
+1,328
| +12% | +$60.4K | 0.05% | 286 |
|
|
2018
Q3 | $484K | Hold |
11,100
| – | – | 0.04% | 332 |
|
|
2018
Q2 | $514K | Hold |
11,100
| – | – | 0.04% | 320 |
|
|
2018
Q1 | $496K | Sell |
11,100
-4,297
| -28% | -$191K | 0.04% | 325 |
|
|
2017
Q4 | $740K | Hold |
15,397
| – | – | 0.06% | 264 |
|
|
2017
Q3 | $757K | Hold |
15,397
| – | – | 0.07% | 259 |
|
|
2017
Q2 | $737K | Sell |
15,397
-942
| -6% | -$47.2K | 0.06% | 260 |
|
|
2017
Q1 | $813K | Buy |
16,339
+55
| +0.3% | +$2.72K | 0.07% | 247 |
|
|
2016
Q4 | $801K | Hold |
16,284
| – | – | 0.08% | 234 |
|
|
2016
Q3 | $835K | Sell |
16,284
-595
| -4% | -$31.3K | 0.08% | 224 |
|
|
2016
Q2 | $905K | Sell |
16,879
-675
| -4% | -$33.9K | 0.09% | 210 |
|
|
2016
Q1 | $908K | Hold |
17,554
| – | – | 0.09% | 199 |
|
|
2015
Q4 | $821K | Hold |
17,554
| – | – | 0.08% | 213 |
|
|
2015
Q3 | $785K | Hold |
17,554
| – | – | 0.07% | 224 |
|
|
2015
Q2 | $736K | Buy |
17,554
+297
| +2% | +$12.9K | 0.06% | 256 |
|
|
2015
Q1 | $764K | Buy |
17,257
+3,500
| +25% | +$166K | 0.06% | 258 |
|
|
2014
Q4 | $676K | Sell |
13,757
-595
| -4% | -$28.1K | 0.06% | 266 |
|
|
2014
Q3 | $626K | Buy |
14,352
+392
| +3% | +$17.2K | 0.06% | 249 |
|
|
2014
Q2 | $634K | Buy |
13,960
+600
| +4% | +$26.5K | 0.08% | 215 |
|
|
2014
Q1 | $587K | Hold |
13,360
| – | – | 0.08% | 208 |
|
|
2013
Q4 | $549K | Sell |
13,360
-3,850
| -22% | -$159K | 0.08% | 175 |
|
|
2013
Q3 | $709K | Hold |
17,210
| – | – | 0.12% | 148 |
|
|
2013
Q2 | $759K | Buy |
+17,210
| New | +$791K | 0.13% | 136 |
|
Other funds holding SO
VCM
VPM
