Wills Financial Group’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 | $3.99M | Buy |
43,461
+1,994
| +5% | +$183K | 1.73% | 23 |
|
|
2025
Q1 | $3.81M | Buy |
41,467
+3,102
| +8% | +$285K | 1.69% | 24 |
|
|
2024
Q4 | $3.16M | Buy |
38,365
+8,347
| +28% | +$687K | 1.36% | 29 |
|
|
2024
Q3 | $2.71M | Buy |
30,018
+98
| +0.3% | +$8.84K | 1.14% | 31 |
|
|
2024
Q2 | $2.32M | Buy |
29,920
+33
| +0.1% | +$2.56K | 1.07% | 29 |
|
|
2024
Q1 | $2.14M | Buy |
29,887
+119
| +0.4% | +$8.54K | 1.01% | 28 |
|
|
2023
Q4 | $2.09M | Sell |
29,768
-1,840
| -6% | -$129K | 1.05% | 28 |
|
|
2023
Q3 | $2.05M | Sell |
31,608
-154
| -0.5% | -$9.97K | 1.11% | 28 |
|
|
2023
Q2 | $2.23M | Buy |
31,762
+10
| +0% | +$703 | 1.13% | 27 |
|
|
2023
Q1 | $2.21M | Buy |
31,752
+125
| +0.4% | +$8.7K | 1.19% | 25 |
|
|
2022
Q4 | $2.26M | Buy |
31,627
+188
| +0.6% | +$13.4K | 1.26% | 26 |
|
|
2022
Q3 | $2.14M | Sell |
31,439
-21
| -0.1% | -$1.43K | 1.19% | 27 |
|
|
2022
Q2 | $2.24M | Sell |
31,460
-3,468
| -10% | -$247K | 1.1% | 30 |
|
|
2022
Q1 | $2.53M | Buy |
34,928
+2,194
| +7% | +$159K | 1.06% | 31 |
|
|
2021
Q4 | $2.24M | Sell |
32,734
-51
| -0.2% | -$3.5K | 0.89% | 33 |
|
|
2021
Q3 | $2.03M | Sell |
32,785
-7,155
| -18% | -$443K | 0.91% | 34 |
|
|
2021
Q2 | $2.42M | Buy |
39,940
+1,906
| +5% | +$115K | 1.05% | 31 |
|
|
2021
Q1 | $2.36M | Sell |
38,034
-5,698
| -13% | -$354K | 1.15% | 29 |
|
|
2020
Q4 | $2.69M | Sell |
43,732
-2,243
| -5% | -$138K | 1.34% | 26 |
|
|
2020
Q3 | $2.49M | Sell |
45,975
-179
| -0.4% | -$9.71K | 1.45% | 25 |
|
|
2020
Q2 | $2.39M | Buy |
46,154
+40
| +0.1% | +$2.07K | 1.49% | 23 |
|
|
2020
Q1 | $2.5M | Sell |
46,114
-47
| -0.1% | -$2.55K | 1.78% | 21 |
|
|
2019
Q4 | $2.94M | Buy |
46,161
+456
| +1% | +$29K | 1.69% | 22 |
|
|
2019
Q3 | $2.82M | Sell |
45,705
-90
| -0.2% | -$5.56K | 1.81% | 20 |
|
|
2019
Q2 | $2.53M | Buy |
45,795
+114
| +0.2% | +$6.3K | 1.65% | 25 |
|
|
2019
Q1 | $2.36M | Sell |
45,681
-1,143
| -2% | -$59.1K | 1.6% | 26 |
|
|
2018
Q4 | $2.06M | Sell |
46,824
-5,402
| -10% | -$237K | 1.58% | 26 |
|
|
2018
Q3 | $2.28M | Buy |
52,226
+176
| +0.3% | +$7.67K | 1.5% | 26 |
|
|
2018
Q2 | $2.41M | Buy |
52,050
+78
| +0.2% | +$3.61K | 1.75% | 24 |
|
|
2018
Q1 | $2.32M | Sell |
51,972
-5,334
| -9% | -$238K | 1.72% | 23 |
|
|
2017
Q4 | $2.76M | Sell |
57,306
-1,311
| -2% | -$63K | 1.92% | 20 |
|
|
2017
Q3 | $2.88M | Buy |
58,617
+4,561
| +8% | +$224K | 2.12% | 14 |
|
|
2017
Q2 | $2.59M | Buy |
54,056
+1,531
| +3% | +$73.3K | 1.92% | 16 |
|
|
2017
Q1 | $2.62M | Buy |
52,525
+3,183
| +6% | +$158K | 2% | 16 |
|
|
2016
Q4 | $2.43M | Buy |
49,342
+3,036
| +7% | +$149K | 1.97% | 18 |
|
|
2016
Q3 | $2.38M | Sell |
46,306
-2,938
| -6% | -$151K | 2.08% | 17 |
|
|
2016
Q2 | $2.64M | Buy |
49,244
+222
| +0.5% | +$11.9K | 2.2% | 14 |
|
|
2016
Q1 | $2.54M | Buy |
49,022
+220
| +0.5% | +$11.4K | 2.19% | 14 |
|
|
2015
Q4 | $2.28M | Buy |
48,802
+5,879
| +14% | +$275K | 2.01% | 15 |
|
|
2015
Q3 | $1.92M | Buy |
42,923
+3,732
| +10% | +$167K | 1.77% | 18 |
|
|
2015
Q2 | $1.64M | Buy |
39,191
+11,999
| +44% | +$503K | 1.4% | 25 |
|
|
2015
Q1 | $1.2M | Buy |
27,192
+463
| +2% | +$20.5K | 0.99% | 32 |
|
|
2014
Q4 | $1.31M | Buy |
26,729
+108
| +0.4% | +$5.3K | 1.06% | 29 |
|
|
2014
Q3 | $1.16M | Buy |
26,621
+984
| +4% | +$42.9K | 0.98% | 34 |
|
|
2014
Q2 | $1.16M | Buy |
25,637
+1,026
| +4% | +$46.5K | 0.96% | 35 |
|
|
2014
Q1 | $1.08M | Buy |
24,611
+214
| +0.9% | +$9.4K | 1.03% | 35 |
|
|
2013
Q4 | $1M | Buy |
+24,397
| New | +$1M | 1.03% | 34 |
|