Advisornet Financial’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 | $954K | Buy |
10,389
+867
| +9% | +$79.6K | 0.06% | 255 |
|
|
2025
Q1 | $876K | Buy |
9,522
+1,573
| +20% | +$145K | 0.07% | 247 |
|
|
2024
Q4 | $654K | Buy |
7,949
+655
| +9% | +$53.9K | 0.05% | 258 |
|
|
2024
Q3 | $658K | Buy |
7,294
+560
| +8% | +$50.5K | 0.05% | 281 |
|
|
2024
Q2 | $522K | Buy |
6,734
+109
| +2% | +$8.46K | 0.05% | 299 |
|
|
2024
Q1 | $475K | Sell |
6,625
-1,062
| -14% | -$76.2K | 0.05% | 314 |
|
|
2023
Q4 | $539K | Sell |
7,687
-1,341
| -15% | -$94K | 0.05% | 304 |
|
|
2023
Q3 | $584K | Sell |
9,028
-3,176
| -26% | -$206K | 0.05% | 281 |
|
|
2023
Q2 | $857K | Buy |
12,204
+121
| +1% | +$8.5K | 0.07% | 227 |
|
|
2023
Q1 | $841K | Sell |
12,083
-462
| -4% | -$32.1K | 0.08% | 232 |
|
|
2022
Q4 | $896K | Sell |
12,545
-701
| -5% | -$50.1K | 0.09% | 219 |
|
|
2022
Q3 | $901K | Sell |
13,246
-1,400
| -10% | -$95.2K | 0.09% | 224 |
|
|
2022
Q2 | $1.04M | Buy |
14,646
+428
| +3% | +$30.5K | 0.1% | 203 |
|
|
2022
Q1 | $1.03M | Buy |
14,218
+1,136
| +9% | +$82.4K | 0.06% | 244 |
|
|
2021
Q4 | $897K | Buy |
13,082
+157
| +1% | +$10.8K | 0.06% | 283 |
|
|
2021
Q3 | $801K | Buy |
12,925
+2,496
| +24% | +$155K | 0.06% | 279 |
|
|
2021
Q2 | $631K | Sell |
10,429
-822
| -7% | -$49.7K | 0.04% | 343 |
|
|
2021
Q1 | $699K | Buy |
11,251
+141
| +1% | +$8.76K | 0.05% | 304 |
|
|
2020
Q4 | $683K | Sell |
11,110
-5
| -0% | -$307 | 0.06% | 290 |
|
|
2020
Q3 | $603K | Sell |
11,115
-10,746
| -49% | -$583K | 0.05% | 310 |
|
|
2020
Q2 | $1.13M | Buy |
21,861
+3,860
| +21% | +$200K | 0.09% | 196 |
|
|
2020
Q1 | $975K | Buy |
18,001
+1,292
| +8% | +$70K | 0.09% | 193 |
|
|
2019
Q4 | $1.06M | Sell |
16,709
-1,838
| -10% | -$117K | 0.09% | 209 |
|
|
2019
Q3 | $1.15M | Buy |
18,547
+2,095
| +13% | +$129K | 0.11% | 185 |
|
|
2019
Q2 | $909K | Buy |
16,452
+6,953
| +73% | +$384K | 0.1% | 203 |
|
|
2019
Q1 | $491K | Buy |
9,499
+1,186
| +14% | +$61.3K | 0.06% | 279 |
|
|
2018
Q4 | $365K | Buy |
8,313
+4
| +0% | +$176 | 0.05% | 297 |
|
|
2018
Q3 | $362K | Sell |
8,309
-211
| -2% | -$9.19K | 0.05% | 316 |
|
|
2018
Q2 | $395K | Sell |
8,520
-306
| -3% | -$14.2K | 0.05% | 274 |
|
|
2018
Q1 | $394K | Sell |
8,826
-265
| -3% | -$11.8K | 0.05% | 265 |
|
|
2017
Q4 | $437K | Buy |
+9,091
| New | +$437K | 0.07% | 218 |
|