Tufton Capital Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,160	Closed	-$220K	–	123
2023 Q1	$220K	Sell	3,160 -97	-3%	-$6.75K	0.05%	113
2022 Q4	$233K	Buy	3,257 +125	+4%	+$8.93K	0.05%	108
2022 Q3	$213K	Hold	3,132	–	–	0.05%	109
2022 Q2	$223K	Sell	3,132 -13	-0.4%	-$926	0.04%	109
2022 Q1	$228K	Sell	3,145 -3	-0.1%	-$217	0.04%	118
2021 Q4	$215K	Sell	3,148 -300	-9%	-$20.5K	0.03%	130
2021 Q3	$213K	Hold	3,448	–	–	0.04%	123
2021 Q2	$208K	Hold	3,448	–	–	0.03%	125
2021 Q1	$214K	Sell	3,448 -700	-17%	-$43.4K	0.04%	121
2020 Q4	$254K	Sell	4,148 -50	-1%	-$3.06K	0.05%	111
2020 Q3	$227K	Sell	4,198 -135	-3%	-$7.3K	0.05%	111
2020 Q2	$224K	Sell	4,333 -325	-7%	-$16.8K	0.05%	108
2020 Q1	$252K	Sell	4,658 -184	-4%	-$9.95K	0.06%	99
2019 Q4	$308K	Hold	4,842	–	–	0.06%	104
2019 Q3	$299K	Buy	4,842 +235	+5%	+$14.5K	0.06%	106
2019 Q2	$254K	Buy	4,607 +65	+1%	+$3.58K	0.05%	114
2019 Q1	$234K	Buy	+4,542	New	+$234K	0.05%	113
2018 Q1	–	Sell	-4,373	Closed	-$210K	–	128
2017 Q4	$210K	Hold	4,373	–	–	0.04%	125
2017 Q3	$215K	Sell	4,373 -200	-4%	-$9.83K	0.04%	123
2017 Q2	$219K	Sell	4,573 -95	-2%	-$4.55K	0.04%	115
2017 Q1	$232K	Sell	4,668 -110	-2%	-$5.47K	0.05%	112
2016 Q4	$235K	Buy	4,778 +84	+2%	+$4.13K	0.05%	98
2016 Q3	$241K	Buy	4,694 +785	+20%	+$40.3K	0.05%	95
2016 Q2	$210K	Hold	3,909	–	–	0.04%	94
2016 Q1	$202K	Buy	+3,909	New	+$202K	0.05%	90