Wellington Shields & Co’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 | $1.58M | Sell |
17,234
-100
| -0.6% | -$9.18K | 0.45% | 55 |
|
|
2025
Q1 | $1.59M | Hold |
17,334
| – | – | 0.5% | 48 |
|
|
2024
Q4 | $1.43M | Hold |
17,334
| – | – | 0.44% | 51 |
|
|
2024
Q3 | $1.56M | Hold |
17,334
| – | – | 0.48% | 51 |
|
|
2024
Q2 | $1.34M | Buy |
17,334
+50
| +0.3% | +$3.88K | 0.44% | 51 |
|
|
2024
Q1 | $1.24M | Sell |
17,284
-3,202
| -16% | -$230K | 0.42% | 55 |
|
|
2023
Q4 | $1.44M | Sell |
20,486
-260
| -1% | -$18.2K | 0.53% | 43 |
|
|
2023
Q3 | $1.34M | Buy |
20,746
+5,521
| +36% | +$357K | 0.34% | 45 |
|
|
2023
Q2 | $1.07M | Sell |
15,225
-5,466
| -26% | -$384K | 0.25% | 59 |
|
|
2023
Q1 | $1.44M | Sell |
20,691
-469
| -2% | -$32.6K | 0.32% | 44 |
|
|
2022
Q4 | $1.51M | Buy |
21,160
+254
| +1% | +$18.1K | 0.34% | 39 |
|
|
2022
Q3 | $1.42M | Buy |
20,906
+46
| +0.2% | +$3.13K | 0.62% | 39 |
|
|
2022
Q2 | $1.49M | Buy |
20,860
+2,035
| +11% | +$145K | 0.36% | 40 |
|
|
2022
Q1 | $1.37M | Buy |
18,825
+50
| +0.3% | +$3.63K | 0.45% | 55 |
|
|
2021
Q4 | $1.29M | Buy |
18,775
+54
| +0.3% | +$3.71K | 0.26% | 59 |
|
|
2021
Q3 | $1.16M | Buy |
18,721
+50
| +0.3% | +$3.1K | 0.4% | 63 |
|
|
2021
Q2 | $1.13M | Buy |
18,671
+52
| +0.3% | +$3.15K | 0.37% | 66 |
|
|
2021
Q1 | $1.16M | Buy |
18,619
+54
| +0.3% | +$3.36K | 0.41% | 65 |
|
|
2020
Q4 | $1.14M | Buy |
18,565
+52
| +0.3% | +$3.19K | 0.41% | 59 |
|
|
2020
Q3 | $1M | Buy |
18,513
+59
| +0.3% | +$3.2K | 0.42% | 58 |
|
|
2020
Q2 | $957K | Buy |
18,454
+53
| +0.3% | +$2.75K | 0.42% | 56 |
|
|
2020
Q1 | $996K | Buy |
18,401
+46
| +0.3% | +$2.49K | 0.55% | 49 |
|
|
2019
Q4 | $1.17M | Buy |
+18,355
| New | +$1.17M | 0.52% | 56 |
|
|
2019
Q3 | – | Sell |
-18,159
| Closed | -$1M | – | 188 |
|
|
2019
Q2 | $1M | Buy |
18,159
+890
| +5% | +$49.2K | 0.47% | 60 |
|
|
2019
Q1 | $892K | Buy |
17,269
+55
| +0.3% | +$2.84K | 0.45% | 62 |
|
|
2018
Q4 | $756K | Buy |
17,214
+782
| +5% | +$34.3K | 0.43% | 64 |
|
|
2018
Q3 | $716K | Sell |
16,432
-345
| -2% | -$15K | 0.39% | 66 |
|
|
2018
Q2 | $777K | Buy |
16,777
+765
| +5% | +$35.4K | 0.4% | 60 |
|
|
2018
Q1 | $715K | Buy |
16,012
+62
| +0.4% | +$2.77K | 0.39% | 62 |
|
|
2017
Q4 | $767K | Buy |
15,950
+54
| +0.3% | +$2.6K | 0.41% | 60 |
|
|
2017
Q3 | $781K | Buy |
15,896
+54
| +0.3% | +$2.65K | 0.26% | 58 |
|
|
2017
Q2 | $759K | Buy |
15,842
+52
| +0.3% | +$2.49K | 0.26% | 51 |
|
|
2017
Q1 | $786K | Sell |
15,790
-549
| -3% | -$27.3K | 0.24% | 45 |
|
|
2016
Q4 | $804K | Buy |
16,339
+53
| +0.3% | +$2.61K | 0.42% | 42 |
|
|
2016
Q3 | $835K | Buy |
16,286
+48
| +0.3% | +$2.46K | 0.42% | 41 |
|
|
2016
Q2 | $871K | Buy |
16,238
+48
| +0.3% | +$2.58K | 0.54% | 38 |
|
|
2016
Q1 | $837K | Buy |
16,190
+49
| +0.3% | +$2.53K | 0.56% | 37 |
|
|
2015
Q4 | $755K | Buy |
16,141
+3,984
| +33% | +$186K | 0.5% | 35 |
|
|
2015
Q3 | $543K | Buy |
12,157
+5
| +0% | +$223 | 0.41% | 46 |
|
|
2015
Q2 | $509K | Buy |
12,152
+4
| +0% | +$168 | 0.17% | 54 |
|
|
2015
Q1 | $538K | Buy |
12,148
+4
| +0% | +$177 | 0.32% | 52 |
|
|
2014
Q4 | $596K | Buy |
12,144
+1,004
| +9% | +$49.3K | 0.34% | 50 |
|
|
2014
Q3 | $486K | Sell |
11,140
-996
| -8% | -$43.5K | 0.31% | 55 |
|
|
2014
Q2 | $551K | Buy |
12,136
+4
| +0% | +$182 | 0.34% | 55 |
|
|
2014
Q1 | $533K | Buy |
12,132
+4
| +0% | +$176 | 0.34% | 56 |
|
|
2013
Q4 | $499K | Sell |
12,128
-528
| -4% | -$21.7K | 0.34% | 63 |
|
|
2013
Q3 | $521K | Buy |
12,656
+4
| +0% | +$165 | 0.41% | 54 |
|
|
2013
Q2 | $558 | Buy |
+12,652
| New | +$558 | 0.02% | 56 |
|