Verity & Verity’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 | $12M | Sell |
131,018
-1,718
| -1% | -$158K | 1.03% | 47 |
|
|
2025
Q1 | $12.2M | Sell |
132,736
-69,235
| -34% | -$6.37M | 1.07% | 46 |
|
|
2024
Q4 | $16.6M | Buy |
201,971
+5,434
| +3% | +$447K | 1.52% | 26 |
|
|
2024
Q3 | $17.7M | Buy |
196,537
+169
| +0.1% | +$15.2K | 1.74% | 22 |
|
|
2024
Q2 | $15.2M | Buy |
196,368
+3,149
| +2% | +$244K | 1.66% | 25 |
|
|
2024
Q1 | $13.9M | Sell |
193,219
-45,771
| -19% | -$3.28M | 1.54% | 31 |
|
|
2023
Q4 | $16.8M | Buy |
238,990
+1,809
| +0.8% | +$127K | 1.92% | 18 |
|
|
2023
Q3 | $15.4M | Buy |
237,181
+3,921
| +2% | +$254K | 1.92% | 20 |
|
|
2023
Q2 | $16.4M | Buy |
233,260
+9,816
| +4% | +$690K | 2.01% | 16 |
|
|
2023
Q1 | $15.5M | Buy |
223,444
+12,583
| +6% | +$876K | 1.99% | 18 |
|
|
2022
Q4 | $15.1M | Buy |
210,861
+6,969
| +3% | +$498K | 1.97% | 16 |
|
|
2022
Q3 | $13.9M | Buy |
203,892
+4,025
| +2% | +$274K | 2.23% | 14 |
|
|
2022
Q2 | $14.3M | Buy |
199,867
+1,914
| +1% | +$136K | 2.18% | 14 |
|
|
2022
Q1 | $14.4M | Buy |
197,953
+4,196
| +2% | +$304K | 1.99% | 15 |
|
|
2021
Q4 | $13.3M | Buy |
193,757
+4,356
| +2% | +$299K | 1.9% | 18 |
|
|
2021
Q3 | $11.8M | Buy |
189,401
+2,741
| +1% | +$171K | 1.77% | 21 |
|
|
2021
Q2 | $11.3M | Sell |
186,660
-102
| -0.1% | -$6.17K | 1.78% | 20 |
|
|
2021
Q1 | $11.5M | Buy |
186,762
+10,688
| +6% | +$657K | 1.86% | 18 |
|
|
2020
Q4 | $10.8M | Buy |
176,074
+2,380
| +1% | +$146K | 2.04% | 12 |
|
|
2020
Q3 | $9.93M | Sell |
173,694
-16,425
| -9% | -$939K | 2.18% | 12 |
|
|
2020
Q2 | $10.1M | Buy |
190,119
+8,807
| +5% | +$468K | 2.41% | 7 |
|
|
2020
Q1 | $9.82M | Sell |
181,312
-10,893
| -6% | -$590K | 2.77% | 4 |
|
|
2019
Q4 | $12.2M | Buy |
192,205
+1,652
| +0.9% | +$105K | 2.38% | 6 |
|
|
2019
Q3 | $11.8M | Buy |
190,553
+6,172
| +3% | +$382K | 2.5% | 6 |
|
|
2019
Q2 | $10.2M | Buy |
184,381
+104,457
| +131% | +$5.77M | 2.22% | 13 |
|
|
2019
Q1 | $4.13M | Buy |
79,924
+13,933
| +21% | +$720K | 0.95% | 46 |
|
|
2018
Q4 | $2.9M | Buy |
65,991
+19,298
| +41% | +$848K | 0.78% | 53 |
|
|
2018
Q3 | $2.04M | Buy |
46,693
+941
| +2% | +$41K | 0.49% | 64 |
|
|
2018
Q2 | $2.12M | Buy |
45,752
+3,075
| +7% | +$142K | 0.55% | 61 |
|
|
2018
Q1 | $1.91M | Buy |
42,677
+2,396
| +6% | +$107K | 0.51% | 64 |
|
|
2017
Q4 | $1.94M | Buy |
40,281
+4,910
| +14% | +$236K | 0.52% | 62 |
|
|
2017
Q3 | $1.74M | Buy |
35,371
+2,260
| +7% | +$111K | 0.51% | 61 |
|
|
2017
Q2 | $1.59M | Buy |
33,111
+1,725
| +5% | +$82.6K | 0.49% | 62 |
|
|
2017
Q1 | $1.56M | Buy |
31,386
+2,199
| +8% | +$109K | 0.49% | 61 |
|
|
2016
Q4 | $1.44M | Buy |
29,187
+1,250
| +4% | +$61.5K | 0.5% | 57 |
|
|
2016
Q3 | $1.43M | Buy |
27,937
+2,584
| +10% | +$133K | 0.53% | 57 |
|
|
2016
Q2 | $1.36M | Buy |
25,353
+6,999
| +38% | +$375K | 0.52% | 60 |
|
|
2016
Q1 | $949K | Sell |
18,354
-9,969
| -35% | -$515K | 0.4% | 62 |
|
|
2015
Q4 | $1.33M | Sell |
28,323
-215
| -0.8% | -$10.1K | 0.6% | 57 |
|
|
2015
Q3 | $1.28M | Sell |
28,538
-1,100
| -4% | -$49.2K | 0.62% | 57 |
|
|
2015
Q2 | $1.24M | Sell |
29,638
-756
| -2% | -$31.7K | 0.6% | 56 |
|
|
2015
Q1 | $1.35M | Buy |
30,394
+1,481
| +5% | +$65.6K | 0.62% | 57 |
|
|
2014
Q4 | $1.42M | Sell |
28,913
-1,316
| -4% | -$64.6K | 0.67% | 57 |
|
|
2014
Q3 | $1.32M | Sell |
30,229
-515
| -2% | -$22.5K | 0.66% | 57 |
|
|
2014
Q2 | $1.4M | Buy |
30,744
+485
| +2% | +$22K | 0.72% | 55 |
|
|
2014
Q1 | $1.33M | Sell |
30,259
-400
| -1% | -$17.6K | 0.72% | 55 |
|
|
2013
Q4 | $1.26M | Sell |
30,659
-5,255
| -15% | -$216K | 0.7% | 58 |
|
|
2013
Q3 | $1.48M | Buy |
35,914
+1,120
| +3% | +$46.1K | 0.85% | 55 |
|
|
2013
Q2 | $1.54M | Buy |
+34,794
| New | +$1.54M | 0.94% | 57 |
|