Westside Investment Management’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 | $274K | Buy |
2,984
+302
| +11% | +$27.7K | 0.05% | 220 |
|
|
2025
Q1 | $247K | Hold |
2,682
| – | – | 0.05% | 213 |
|
|
2024
Q4 | $221K | Buy |
2,682
+229
| +9% | +$18.9K | 0.05% | 219 |
|
|
2024
Q3 | $221K | Hold |
2,453
| – | – | 0.05% | 223 |
|
|
2024
Q2 | $190K | Hold |
2,453
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $176K | Hold |
2,453
| – | – | 0.04% | 243 |
|
|
2023
Q4 | $172K | Hold |
2,453
| – | – | 0.04% | 226 |
|
|
2023
Q3 | $159K | Hold |
2,453
| – | – | 0.05% | 223 |
|
|
2023
Q2 | $172K | Sell |
2,453
-57
| -2% | -$4K | 0.05% | 219 |
|
|
2023
Q1 | $175K | Hold |
2,510
| – | – | 0.05% | 221 |
|
|
2022
Q4 | $179 | Hold |
2,510
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $170 | Hold |
2,510
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $178 | Hold |
2,510
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $182 | Buy |
2,510
+2,353
| +1,499% | +$171 | ﹤0.01% | 327 |
|
|
2021
Q4 | $10 | Hold |
157
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $9 | Hold |
157
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $9 | Hold |
157
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $9 | Hold |
157
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $9 | Hold |
157
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $8 | Sell |
157
-57
| -27% | -$3 | ﹤0.01% | 513 |
|
|
2020
Q2 | $11 | Hold |
214
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $11 | Buy |
+214
| New | +$11 | ﹤0.01% | 458 |
|
|
2019
Q2 | $11 | Buy |
+214
| New | +$11 | ﹤0.01% | 463 |
|
|
2018
Q4 | $12.9K | Sell |
294
-84
| -22% | -$3.69K | ﹤0.01% | 427 |
|
|
2018
Q3 | $16.3K | Sell |
378
-120
| -24% | -$5.18K | 0.01% | 396 |
|
|
2018
Q2 | $23.4K | Hold |
498
| – | – | 0.01% | 386 |
|
|
2018
Q1 | $22K | Sell |
498
-100
| -17% | -$4.42K | 0.01% | 370 |
|
|
2017
Q4 | $28.2K | Buy |
598
+84
| +16% | +$3.97K | 0.02% | 346 |
|
|
2017
Q3 | $25.5K | Hold |
514
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $24.3K | Hold |
514
| – | – | 0.02% | 354 |
|
|
2017
Q1 | $25.9K | Buy |
514
+80
| +18% | +$4.04K | 0.01% | 324 |
|
|
2016
Q4 | $21.2K | Buy |
+434
| New | +$21.2K | 0.01% | 276 |
|