Winch Advisory Services’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 | $60.4K | Buy |
658
+5
| +0.8% | +$459 | 0.01% | 149 |
|
|
2025
Q1 | $60K | Buy |
653
+6
| +0.9% | +$551 | 0.02% | 145 |
|
|
2024
Q4 | $53.3K | Buy |
647
+431
| +200% | +$35.5K | 0.01% | 153 |
|
|
2024
Q3 | $19.4K | Buy |
216
+2
| +0.9% | +$180 | 0.01% | 220 |
|
|
2024
Q2 | $16.6K | Sell |
214
-69
| -24% | -$5.35K | ﹤0.01% | 220 |
|
|
2024
Q1 | $20.3K | Buy |
283
+73
| +35% | +$5.24K | 0.01% | 207 |
|
|
2023
Q4 | $14.7K | Buy |
210
+2
| +1% | +$140 | ﹤0.01% | 226 |
|
|
2023
Q3 | $13K | Buy |
208
+2
| +1% | +$125 | ﹤0.01% | 234 |
|
|
2023
Q2 | $14K | Buy |
206
+2
| +1% | +$136 | 0.01% | 221 |
|
|
2023
Q1 | $14K | Buy |
204
+3
| +1% | +$206 | 0.01% | 220 |
|
|
2022
Q4 | $14K | Buy |
201
+2
| +1% | +$139 | 0.01% | 213 |
|
|
2022
Q3 | $14K | Buy |
199
+1
| +0.5% | +$70 | 0.01% | 201 |
|
|
2022
Q2 | $14K | Buy |
198
+99
| +100% | +$7K | 0.01% | 205 |
|
|
2022
Q1 | $7K | Sell |
99
-1
| -1% | -$71 | ﹤0.01% | 287 |
|
|
2021
Q4 | $7K | Buy |
100
+1
| +1% | +$70 | ﹤0.01% | 305 |
|
|
2021
Q3 | $6K | Buy |
99
+1
| +1% | +$61 | ﹤0.01% | 314 |
|
|
2021
Q2 | $6K | Buy |
98
+1
| +1% | +$61 | ﹤0.01% | 322 |
|
|
2021
Q1 | $6K | Buy |
97
+1
| +1% | +$62 | ﹤0.01% | 295 |
|
|
2020
Q4 | $6K | Buy |
96
+1
| +1% | +$63 | ﹤0.01% | 284 |
|
|
2020
Q3 | $5K | Buy |
95
+1
| +1% | +$53 | ﹤0.01% | 263 |
|
|
2020
Q2 | $5K | Buy |
94
+1
| +1% | +$53 | ﹤0.01% | 262 |
|
|
2020
Q1 | $5K | Buy |
93
+1
| +1% | +$54 | ﹤0.01% | 229 |
|
|
2019
Q4 | $6K | Buy |
92
+1
| +1% | +$65 | ﹤0.01% | 248 |
|
|
2019
Q3 | $6K | Buy |
91
+1
| +1% | +$66 | ﹤0.01% | 232 |
|
|
2019
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 257 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$9K | – | 361 |
|
|
2018
Q3 | $9K | Hold |
202
| – | – | ﹤0.01% | 186 |
|
|
2018
Q2 | $9K | Sell |
202
-159
| -44% | -$7.08K | ﹤0.01% | 202 |
|
|
2018
Q1 | $16K | Sell |
361
-369
| -51% | -$16.4K | 0.01% | 169 |
|
|
2017
Q4 | $35K | Buy |
730
+163
| +29% | +$7.82K | 0.02% | 127 |
|
|
2017
Q3 | $28K | Buy |
567
+7
| +1% | +$346 | 0.02% | 121 |
|
|
2017
Q2 | $27K | Buy |
560
+360
| +180% | +$17.4K | 0.02% | 143 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | 0.01% | 177 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | 0.01% | 157 |
|
|
2016
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 141 |
|