Valley Brook Capital Group’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 | $772K | Buy |
8,409
+52
| +0.6% | +$4.78K | 0.58% | 45 |
|
|
2025
Q1 | $768K | Buy |
8,357
+53
| +0.6% | +$4.87K | 0.6% | 44 |
|
|
2024
Q4 | $684K | Sell |
8,304
-348
| -4% | -$28.6K | 0.51% | 54 |
|
|
2024
Q3 | $780K | Buy |
8,652
+2
| +0% | +$180 | 0.56% | 50 |
|
|
2024
Q2 | $671K | Buy |
8,650
+2
| +0% | +$155 | 0.52% | 52 |
|
|
2024
Q1 | $620K | Sell |
8,648
-672
| -7% | -$48.2K | 0.5% | 53 |
|
|
2023
Q4 | $654K | Sell |
9,320
-1,023
| -10% | -$71.7K | 0.57% | 52 |
|
|
2023
Q3 | $669K | Sell |
10,343
-97
| -0.9% | -$6.28K | 0.66% | 52 |
|
|
2023
Q2 | $733K | Sell |
10,440
-23
| -0.2% | -$1.62K | 0.68% | 49 |
|
|
2023
Q1 | $728K | Buy |
10,463
+996
| +11% | +$69.3K | 0.67% | 50 |
|
|
2022
Q4 | $676K | Buy |
9,467
+2,958
| +45% | +$211K | 0.65% | 47 |
|
|
2022
Q3 | $442K | Sell |
6,509
-4
| -0.1% | -$272 | 0.48% | 57 |
|
|
2022
Q2 | $464K | Sell |
6,513
-199
| -3% | -$14.2K | 0.48% | 62 |
|
|
2022
Q1 | $486K | Buy |
6,712
+2
| +0% | +$145 | 0.42% | 65 |
|
|
2021
Q4 | $460K | Buy |
6,710
+351
| +6% | +$24.1K | 0.4% | 66 |
|
|
2021
Q3 | $394K | Sell |
6,359
-99
| -2% | -$6.13K | 0.39% | 69 |
|
|
2021
Q2 | $390K | Buy |
6,458
+184
| +3% | +$11.1K | 0.37% | 70 |
|
|
2021
Q1 | $390K | Buy |
6,274
+134
| +2% | +$8.33K | 0.35% | 64 |
|
|
2020
Q4 | $377K | Buy |
+6,140
| New | +$377K | 0.37% | 62 |
|