Willis Johnson & Associates’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 | $306K | Sell |
3,330
-3
| -0.1% | -$275 | 0.02% | 128 |
|
|
2025
Q1 | $306K | Buy |
3,333
+4
| +0.1% | +$368 | 0.02% | 123 |
|
|
2024
Q4 | $274K | Sell |
3,329
-800
| -19% | -$65.9K | 0.02% | 122 |
|
|
2024
Q3 | $372K | Hold |
4,129
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $320K | Buy |
4,129
+15
| +0.4% | +$1.16K | 0.03% | 114 |
|
|
2024
Q1 | $295K | Sell |
4,114
-251
| -6% | -$18K | 0.03% | 116 |
|
|
2023
Q4 | $306K | Buy |
4,365
+151
| +4% | +$10.6K | 0.03% | 106 |
|
|
2023
Q3 | $273K | Sell |
4,214
-216
| -5% | -$14K | 0.03% | 101 |
|
|
2023
Q2 | $311K | Sell |
4,430
-112
| -2% | -$7.87K | 0.03% | 99 |
|
|
2023
Q1 | $316K | Buy |
4,542
+379
| +9% | +$26.4K | 0.04% | 94 |
|
|
2022
Q4 | $297K | Hold |
4,163
| – | – | 0.04% | 89 |
|
|
2022
Q3 | $283K | Buy |
4,163
+51
| +1% | +$3.47K | 0.04% | 84 |
|
|
2022
Q2 | $293K | Buy |
4,112
+55
| +1% | +$3.92K | 0.04% | 86 |
|
|
2022
Q1 | $294K | Buy |
4,057
+87
| +2% | +$6.31K | 0.04% | 82 |
|
|
2021
Q4 | $272K | Sell |
3,970
-400
| -9% | -$27.4K | 0.04% | 78 |
|
|
2021
Q3 | $271K | Hold |
4,370
| – | – | 0.04% | 75 |
|
|
2021
Q2 | $264K | Sell |
4,370
-140
| -3% | -$8.46K | 0.04% | 74 |
|
|
2021
Q1 | $280K | Buy |
4,510
+140
| +3% | +$8.69K | 0.04% | 70 |
|
|
2020
Q4 | $268K | Buy |
+4,370
| New | +$268K | 0.04% | 70 |
|