Thoroughbred Financial Services’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 | $583K | Sell |
6,349
-3,903
| -38% | -$358K | 0.04% | 347 |
|
|
2025
Q1 | $942K | Buy |
10,252
+84
| +0.8% | +$7.72K | 0.06% | 303 |
|
|
2024
Q4 | $837K | Buy |
10,168
+61
| +0.6% | +$5.02K | 0.05% | 306 |
|
|
2024
Q3 | $911K | Sell |
10,107
-194
| -2% | -$17.5K | 0.06% | 290 |
|
|
2024
Q2 | $799K | Buy |
10,301
+4,565
| +80% | +$354K | 0.05% | 303 |
|
|
2024
Q1 | $411K | Sell |
5,736
-4,005
| -41% | -$287K | 0.04% | 321 |
|
|
2023
Q4 | $683K | Sell |
9,741
-212
| -2% | -$14.9K | 0.06% | 311 |
|
|
2023
Q3 | $644K | Buy |
9,953
+3,678
| +59% | +$238K | 0.06% | 290 |
|
|
2023
Q2 | $440K | Sell |
6,275
-101
| -2% | -$7.08K | 0.06% | 264 |
|
|
2023
Q1 | $443K | Sell |
6,376
-18
| -0.3% | -$1.25K | 0.07% | 259 |
|
|
2022
Q4 | $456K | Buy |
6,394
+104
| +2% | +$7.42K | 0.07% | 246 |
|
|
2022
Q3 | $427K | Sell |
6,290
-100
| -2% | -$6.79K | 0.08% | 232 |
|
|
2022
Q2 | $455K | Sell |
6,390
-586
| -8% | -$41.7K | 0.08% | 227 |
|
|
2022
Q1 | $505K | Buy |
6,976
+764
| +12% | +$55.3K | 0.08% | 214 |
|
|
2021
Q4 | $426K | Buy |
6,212
+721
| +13% | +$49.4K | 0.09% | 221 |
|
|
2021
Q3 | $340K | Buy |
5,491
+300
| +6% | +$18.6K | 0.08% | 224 |
|
|
2021
Q2 | $314K | Buy |
5,191
+826
| +19% | +$50K | 0.08% | 230 |
|
|
2021
Q1 | $271K | Sell |
4,365
-149
| -3% | -$9.25K | 0.08% | 228 |
|
|
2020
Q4 | $277K | Buy |
+4,514
| New | +$277K | 0.09% | 201 |
|
|
2020
Q2 | – | Sell |
-3,922
| Closed | -$212K | – | 249 |
|
|
2020
Q1 | $212K | Hold |
3,922
| – | – | 0.08% | 229 |
|
|
2019
Q4 | $250K | Buy |
3,922
+150
| +4% | +$9.56K | 0.08% | 213 |
|
|
2019
Q3 | $233K | Hold |
3,772
| – | – | 0.09% | 209 |
|
|
2019
Q2 | $209K | Buy |
+3,772
| New | +$209K | 0.08% | 176 |
|