White Lighthouse 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 | $753K | Buy |
8,205
+46
| +0.6% | +$4.22K | 0.12% | 77 |
|
|
2025
Q1 | $750K | Sell |
8,159
-2,070
| -20% | -$190K | 0.13% | 76 |
|
|
2024
Q4 | $842K | Hold |
10,229
| – | – | 0.15% | 71 |
|
|
2024
Q3 | $922K | Sell |
10,229
-3,880
| -28% | -$350K | 0.17% | 69 |
|
|
2024
Q2 | $1.09M | Buy |
14,109
+9
| +0.1% | +$698 | 0.21% | 63 |
|
|
2024
Q1 | $1.01M | Buy |
14,100
+6
| +0% | +$430 | 0.21% | 63 |
|
|
2023
Q4 | $988K | Buy |
14,094
+9
| +0.1% | +$631 | 0.22% | 64 |
|
|
2023
Q3 | $912K | Sell |
14,085
-9
| -0.1% | -$582 | 0.22% | 65 |
|
|
2023
Q2 | $990K | Hold |
14,094
| – | – | 0.24% | 61 |
|
|
2023
Q1 | $981K | Hold |
14,094
| – | – | 0.25% | 61 |
|
|
2022
Q4 | $1.01M | Hold |
14,094
| – | – | 0.27% | 58 |
|
|
2022
Q3 | $958K | Buy |
14,094
+120
| +0.9% | +$8.16K | 0.28% | 56 |
|
|
2022
Q2 | $996K | Sell |
13,974
-8
| -0.1% | -$570 | 0.29% | 56 |
|
|
2022
Q1 | $1.01M | Hold |
13,982
| – | – | 0.26% | 57 |
|
|
2021
Q4 | $959K | Buy |
13,982
+8
| +0.1% | +$549 | 0.24% | 61 |
|
|
2021
Q3 | $866K | Sell |
13,974
-150
| -1% | -$9.3K | 0.23% | 61 |
|
|
2021
Q2 | $855K | Hold |
14,124
| – | – | 0.23% | 61 |
|
|
2021
Q1 | $878K | Hold |
14,124
| – | – | 0.27% | 60 |
|
|
2020
Q4 | $868K | Sell |
14,124
-500
| -3% | -$30.7K | 0.28% | 63 |
|
|
2020
Q3 | $793K | Hold |
14,624
| – | – | 0.27% | 64 |
|
|
2020
Q2 | $758K | Buy |
14,624
+4,000
| +38% | +$207K | 0.28% | 63 |
|
|
2020
Q1 | $575K | Buy |
10,624
+150
| +1% | +$8.12K | 0.24% | 68 |
|
|
2019
Q4 | $667K | Buy |
10,474
+3,400
| +48% | +$217K | 0.24% | 68 |
|
|
2019
Q3 | $437K | Buy |
7,074
+369
| +6% | +$22.8K | 0.18% | 84 |
|
|
2019
Q2 | $371K | Sell |
6,705
-600
| -8% | -$33.2K | 0.15% | 88 |
|
|
2019
Q1 | $378K | Sell |
7,305
-982
| -12% | -$50.8K | 0.17% | 85 |
|
|
2018
Q4 | $364K | Buy |
8,287
+857
| +12% | +$37.6K | 0.2% | 84 |
|
|
2018
Q3 | $324K | Sell |
7,430
-950
| -11% | -$41.4K | 0.17% | 89 |
|
|
2018
Q2 | $388K | Hold |
8,380
| – | – | 0.21% | 80 |
|
|
2018
Q1 | $374K | Hold |
8,380
| – | – | 0.21% | 81 |
|
|
2017
Q4 | $403K | Buy |
+8,380
| New | +$403K | 0.23% | 81 |
|