WealthTrust Axiom’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 | $472K | Hold |
5,138
| – | – | 0.14% | 141 |
|
|
2025
Q1 | $472K | Hold |
5,138
| – | – | 0.14% | 134 |
|
|
2024
Q4 | $423K | Hold |
5,138
| – | – | 0.13% | 149 |
|
|
2024
Q3 | $463K | Hold |
5,138
| – | – | 0.14% | 142 |
|
|
2024
Q2 | $399K | Hold |
5,138
| – | – | 0.13% | 153 |
|
|
2024
Q1 | $369K | Buy |
5,138
+1
| +0% | +$72 | 0.12% | 160 |
|
|
2023
Q4 | $360K | Buy |
5,137
+100
| +2% | +$7.01K | 0.12% | 158 |
|
|
2023
Q3 | $326K | Hold |
5,037
| – | – | 0.12% | 160 |
|
|
2023
Q2 | $354K | Hold |
5,037
| – | – | 0.12% | 165 |
|
|
2023
Q1 | $351K | Hold |
5,037
| – | – | 0.12% | 167 |
|
|
2022
Q4 | $360K | Sell |
5,037
-1
| -0% | -$71 | 0.13% | 153 |
|
|
2022
Q3 | $342K | Hold |
5,038
| – | – | 0.13% | 149 |
|
|
2022
Q2 | $359K | Hold |
5,038
| – | – | 0.13% | 149 |
|
|
2022
Q1 | $365K | Buy |
5,038
+200
| +4% | +$14.5K | 0.11% | 161 |
|
|
2021
Q4 | $331K | Hold |
4,838
| – | – | 0.11% | 170 |
|
|
2021
Q3 | $299K | Hold |
4,838
| – | – | 0.1% | 169 |
|
|
2021
Q2 | $292K | Hold |
4,838
| – | – | 0.09% | 181 |
|
|
2021
Q1 | $300K | Hold |
4,838
| – | – | 0.1% | 167 |
|
|
2020
Q4 | $297K | Hold |
4,838
| – | – | 0.11% | 167 |
|
|
2020
Q3 | $262K | Hold |
4,838
| – | – | 0.11% | 147 |
|
|
2020
Q2 | $250K | Hold |
4,838
| – | – | 0.11% | 146 |
|
|
2020
Q1 | $261K | Hold |
4,838
| – | – | 0.13% | 138 |
|
|
2019
Q4 | $308K | Hold |
4,838
| – | – | 0.1% | 152 |
|
|
2019
Q3 | $298K | Hold |
4,838
| – | – | 0.11% | 151 |
|
|
2019
Q2 | $267K | Hold |
4,838
| – | – | 0.09% | 168 |
|
|
2019
Q1 | $250K | Hold |
4,838
| – | – | 0.09% | 174 |
|
|
2018
Q4 | $212K | Hold |
4,838
| – | – | 0.09% | 175 |
|
|
2018
Q3 | $210K | Hold |
4,838
| – | – | 0.07% | 202 |
|
|
2018
Q2 | $224K | Hold |
4,838
| – | – | 0.08% | 192 |
|
|
2018
Q1 | $216K | Sell |
4,838
-252
| -5% | -$11.3K | 0.08% | 194 |
|
|
2017
Q4 | $244K | Hold |
5,090
| – | – | 0.09% | 185 |
|
|
2017
Q3 | $250K | Sell |
5,090
-200
| -4% | -$9.82K | 0.1% | 178 |
|
|
2017
Q2 | $253K | Sell |
5,290
-80
| -1% | -$3.83K | 0.1% | 182 |
|
|
2017
Q1 | $267K | Sell |
5,370
-1,018
| -16% | -$50.6K | 0.1% | 176 |
|
|
2016
Q4 | $314K | Hold |
6,388
| – | – | 0.11% | 152 |
|
|
2016
Q3 | $327K | Hold |
6,388
| – | – | 0.12% | 140 |
|
|
2016
Q2 | $342K | Hold |
6,388
| – | – | 0.13% | 134 |
|
|
2016
Q1 | $330K | Hold |
6,388
| – | – | 0.13% | 136 |
|
|
2015
Q4 | $298K | Hold |
6,388
| – | – | 0.12% | 140 |
|
|
2015
Q3 | $285K | Hold |
6,388
| – | – | 0.12% | 137 |
|
|
2015
Q2 | $267K | Hold |
6,388
| – | – | 0.1% | 163 |
|
|
2015
Q1 | $282K | Hold |
6,388
| – | – | 0.1% | 155 |
|
|
2014
Q4 | $313K | Sell |
6,388
-200
| -3% | -$9.8K | 0.11% | 145 |
|
|
2014
Q3 | $287K | Hold |
6,588
| – | – | 0.1% | 149 |
|
|
2014
Q2 | $298K | Hold |
6,588
| – | – | 0.1% | 149 |
|
|
2014
Q1 | $289K | Buy |
6,588
+622
| +10% | +$27.3K | 0.1% | 137 |
|
|
2013
Q4 | $245K | Hold |
5,966
| – | – | 0.09% | 145 |
|
|
2013
Q3 | $245K | Sell |
5,966
-780
| -12% | -$32K | 0.1% | 138 |
|
|
2013
Q2 | $297K | Buy |
+6,746
| New | +$297K | 0.13% | 121 |
|