Toth Financial Advisory’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 | $127K | Sell |
1,381
-195
| -12% | -$17.9K | 0.01% | 226 |
|
|
2025
Q1 | $145K | Sell |
1,576
-97
| -6% | -$8.92K | 0.02% | 217 |
|
|
2024
Q4 | $138K | Buy |
1,673
+4
| +0.2% | +$329 | 0.02% | 213 |
|
|
2024
Q3 | $150K | Sell |
1,669
-47
| -3% | -$4.24K | 0.02% | 213 |
|
|
2024
Q2 | $133K | Buy |
1,716
+4
| +0.2% | +$310 | 0.02% | 222 |
|
|
2024
Q1 | $123K | Buy |
1,712
+5
| +0.3% | +$359 | 0.02% | 222 |
|
|
2023
Q4 | $120K | Sell |
1,707
-138
| -7% | -$9.68K | 0.02% | 227 |
|
|
2023
Q3 | $119K | Sell |
1,845
-602
| -25% | -$39K | 0.02% | 213 |
|
|
2023
Q2 | $172K | Buy |
2,447
+250
| +11% | +$17.6K | 0.02% | 204 |
|
|
2023
Q1 | $153K | Buy |
2,197
+5
| +0.2% | +$348 | 0.02% | 202 |
|
|
2022
Q4 | $157K | Buy |
2,192
+6
| +0.3% | +$428 | 0.03% | 200 |
|
|
2022
Q3 | $149K | Buy |
2,186
+4
| +0.2% | +$273 | 0.03% | 186 |
|
|
2022
Q2 | $156K | Sell |
2,182
-34
| -2% | -$2.43K | 0.03% | 185 |
|
|
2022
Q1 | $161K | Buy |
2,216
+43
| +2% | +$3.12K | 0.02% | 197 |
|
|
2021
Q4 | $149K | Sell |
2,173
-596
| -22% | -$40.9K | 0.02% | 217 |
|
|
2021
Q3 | $172K | Buy |
2,769
+554
| +25% | +$34.4K | 0.03% | 203 |
|
|
2021
Q2 | $134K | Buy |
2,215
+305
| +16% | +$18.5K | 0.02% | 203 |
|
|
2021
Q1 | $119K | Buy |
1,910
+204
| +12% | +$12.7K | 0.02% | 223 |
|
|
2020
Q4 | $105K | Buy |
1,706
+629
| +58% | +$38.7K | 0.02% | 217 |
|
|
2020
Q3 | $58K | Buy |
1,077
+5
| +0.5% | +$269 | 0.01% | 235 |
|
|
2020
Q2 | $56K | Buy |
1,072
+4
| +0.4% | +$209 | 0.01% | 220 |
|
|
2020
Q1 | $58K | Buy |
1,068
+4
| +0.4% | +$217 | 0.02% | 173 |
|
|
2019
Q4 | $68K | Buy |
1,064
+4
| +0.4% | +$256 | 0.01% | 198 |
|
|
2019
Q3 | $65K | Buy |
1,060
+4
| +0.4% | +$245 | 0.01% | 214 |
|
|
2019
Q2 | $58K | Buy |
1,056
+4
| +0.4% | +$220 | 0.01% | 215 |
|
|
2019
Q1 | $54K | Buy |
1,052
+377
| +56% | +$19.4K | 0.01% | 213 |
|
|
2018
Q4 | $30K | Hold |
675
| – | – | 0.01% | 214 |
|
|
2018
Q3 | $29K | Hold |
675
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $31K | Buy |
675
+100
| +17% | +$4.59K | 0.01% | 234 |
|
|
2018
Q1 | $26K | Hold |
575
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $28K | Buy |
+575
| New | +$28K | 0.01% | 250 |
|