Woodley Farra Manion Portfolio 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 | $4.38M | Buy |
47,746
+192
| +0.4% | +$17.6K | 0.21% | 49 |
|
|
2025
Q1 | $4.37M | Buy |
47,554
+844
| +2% | +$77.6K | 0.22% | 48 |
|
|
2024
Q4 | $3.85M | Buy |
46,710
+502
| +1% | +$41.3K | 0.19% | 49 |
|
|
2024
Q3 | $4.17M | Sell |
46,208
-85
| -0.2% | -$7.67K | 0.21% | 47 |
|
|
2024
Q2 | $3.59M | Buy |
46,293
+531
| +1% | +$41.2K | 0.19% | 49 |
|
|
2024
Q1 | $3.28M | Sell |
45,762
-3,236
| -7% | -$232K | 0.18% | 54 |
|
|
2023
Q4 | $3.44M | Buy |
48,998
+5,321
| +12% | +$373K | 0.21% | 51 |
|
|
2023
Q3 | $2.83M | Sell |
43,677
-1,552
| -3% | -$100K | 0.19% | 53 |
|
|
2023
Q2 | $3.18M | Sell |
45,229
-2,032
| -4% | -$143K | 0.2% | 54 |
|
|
2023
Q1 | $3.29M | Sell |
47,261
-58
| -0.1% | -$4.04K | 0.22% | 55 |
|
|
2022
Q4 | $3.38M | Sell |
47,319
-2,519
| -5% | -$180K | 0.25% | 50 |
|
|
2022
Q3 | $3.39M | Sell |
49,838
-7,971
| -14% | -$542K | 0.28% | 49 |
|
|
2022
Q2 | $4.12M | Buy |
57,809
+106
| +0.2% | +$7.56K | 0.34% | 48 |
|
|
2022
Q1 | $4.18M | Sell |
57,703
-1,503
| -3% | -$109K | 0.31% | 51 |
|
|
2021
Q4 | $4.06M | Buy |
59,206
+4,492
| +8% | +$308K | 0.28% | 48 |
|
|
2021
Q3 | $3.39M | Sell |
54,714
-3,221
| -6% | -$200K | 0.28% | 51 |
|
|
2021
Q2 | $3.51M | Buy |
57,935
+1,223
| +2% | +$74K | 0.27% | 51 |
|
|
2021
Q1 | $3.53M | Sell |
56,712
-1,048
| -2% | -$65.1K | 0.29% | 51 |
|
|
2020
Q4 | $3.55M | Buy |
57,760
+5,727
| +11% | +$352K | 0.32% | 47 |
|
|
2020
Q3 | $2.82M | Sell |
52,033
-3,026
| -5% | -$164K | 0.29% | 47 |
|
|
2020
Q2 | $2.86M | Buy |
55,059
+2,148
| +4% | +$111K | 0.3% | 45 |
|
|
2020
Q1 | $2.87M | Sell |
52,911
-9,007
| -15% | -$488K | 0.34% | 45 |
|
|
2019
Q4 | $3.94M | Sell |
61,918
-212
| -0.3% | -$13.5K | 0.37% | 43 |
|
|
2019
Q3 | $3.84M | Sell |
62,130
-3,600
| -5% | -$222K | 0.39% | 44 |
|
|
2019
Q2 | $3.63M | Sell |
65,730
-97
| -0.1% | -$5.36K | 0.37% | 45 |
|
|
2019
Q1 | $3.4M | Sell |
65,827
-4,769
| -7% | -$246K | 0.37% | 43 |
|
|
2018
Q4 | $3.1M | Sell |
70,596
-1,844
| -3% | -$81K | 0.38% | 42 |
|
|
2018
Q3 | $3.16M | Sell |
72,440
-2,071
| -3% | -$90.3K | 0.33% | 45 |
|
|
2018
Q2 | $3.45M | Buy |
74,511
+194
| +0.3% | +$8.99K | 0.39% | 46 |
|
|
2018
Q1 | $3.32M | Sell |
74,317
-2,137
| -3% | -$95.4K | 0.37% | 46 |
|
|
2017
Q4 | $3.68M | Buy |
76,454
+4,818
| +7% | +$232K | 0.4% | 46 |
|
|
2017
Q3 | $3.52M | Sell |
71,636
-1,072
| -1% | -$52.7K | 0.41% | 46 |
|
|
2017
Q2 | $3.48M | Buy |
72,708
+593
| +0.8% | +$28.4K | 0.45% | 45 |
|
|
2017
Q1 | $3.59M | Buy |
72,115
+4,105
| +6% | +$204K | 0.47% | 45 |
|
|
2016
Q4 | $3.35M | Buy |
68,010
+4,735
| +7% | +$233K | 0.45% | 42 |
|
|
2016
Q3 | $3.25M | Buy |
63,275
+3,287
| +5% | +$169K | 0.48% | 39 |
|
|
2016
Q2 | $3.22M | Sell |
59,988
-120
| -0.2% | -$6.44K | 0.5% | 39 |
|
|
2016
Q1 | $3.11M | Buy |
60,108
+7,500
| +14% | +$388K | 0.51% | 32 |
|
|
2015
Q4 | $2.46M | Buy |
52,608
+3,075
| +6% | +$144K | 0.43% | 34 |
|
|
2015
Q3 | $2.21M | Buy |
49,533
+820
| +2% | +$36.7K | 0.44% | 31 |
|
|
2015
Q2 | $2.04M | Buy |
48,713
+1,185
| +2% | +$49.7K | 0.39% | 34 |
|
|
2015
Q1 | $2.11M | Buy |
47,528
+6,010
| +14% | +$266K | 0.37% | 35 |
|
|
2014
Q4 | $2.04M | Buy |
41,518
+950
| +2% | +$46.7K | 0.37% | 31 |
|
|
2014
Q3 | $1.77M | Buy |
40,568
+550
| +1% | +$24K | 0.33% | 34 |
|
|
2014
Q2 | $1.82M | Buy |
40,018
+2,120
| +6% | +$96.2K | 0.34% | 34 |
|
|
2014
Q1 | $1.67M | Buy |
37,898
+715
| +2% | +$31.4K | 0.33% | 34 |
|
|
2013
Q4 | $1.53M | Buy |
37,183
+470
| +1% | +$19.3K | 0.28% | 38 |
|
|
2013
Q3 | $1.51M | Buy |
36,713
+3,200
| +10% | +$132K | 0.31% | 33 |
|
|
2013
Q2 | $1.48M | Buy |
+33,513
| New | +$1.48M | 0.32% | 35 |
|