Advisory Alpha’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 | $353K | Sell |
3,840
-104
| -3% | -$9.55K | 0.01% | 334 |
|
|
2025
Q1 | $363K | Buy |
3,944
+80
| +2% | +$7.36K | 0.01% | 307 |
|
|
2024
Q4 | $318K | Sell |
3,864
-752
| -16% | -$61.9K | 0.01% | 306 |
|
|
2024
Q3 | $416K | Buy |
4,616
+667
| +17% | +$60.2K | 0.01% | 259 |
|
|
2024
Q2 | $306K | Sell |
3,949
-176
| -4% | -$13.7K | 0.01% | 286 |
|
|
2024
Q1 | $296K | Sell |
4,125
-388
| -9% | -$27.8K | 0.01% | 302 |
|
|
2023
Q4 | $317K | Sell |
4,513
-19
| -0.4% | -$1.33K | 0.01% | 252 |
|
|
2023
Q3 | $293K | Buy |
4,532
+263
| +6% | +$17K | 0.02% | 239 |
|
|
2023
Q2 | $300K | Buy |
4,269
+128
| +3% | +$8.99K | 0.02% | 256 |
|
|
2023
Q1 | $288K | Buy |
4,141
+335
| +9% | +$23.3K | 0.02% | 227 |
|
|
2022
Q4 | $272K | Sell |
3,806
-152
| -4% | -$10.9K | 0.02% | 219 |
|
|
2022
Q3 | $269K | Buy |
3,958
+112
| +3% | +$7.61K | 0.02% | 209 |
|
|
2022
Q2 | $274K | Sell |
3,846
-276
| -7% | -$19.7K | 0.02% | 210 |
|
|
2022
Q1 | $299K | Sell |
4,122
-7,090
| -63% | -$514K | 0.02% | 213 |
|
|
2021
Q4 | $769K | Sell |
11,212
-626
| -5% | -$42.9K | 0.04% | 140 |
|
|
2021
Q3 | $734K | Buy |
11,838
+574
| +5% | +$35.6K | 0.05% | 130 |
|
|
2021
Q2 | $682K | Buy |
11,264
+1,005
| +10% | +$60.9K | 0.06% | 109 |
|
|
2021
Q1 | $638K | Sell |
10,259
-472
| -4% | -$29.4K | 0.06% | 95 |
|
|
2020
Q4 | $659K | Buy |
10,731
+482
| +5% | +$29.6K | 0.13% | 45 |
|
|
2020
Q3 | $592K | Buy |
10,249
+166
| +2% | +$9.59K | 0.13% | 44 |
|
|
2020
Q2 | $553K | Sell |
10,083
-52
| -0.5% | -$2.85K | 0.12% | 57 |
|
|
2020
Q1 | $576K | Sell |
10,135
-10
| -0.1% | -$568 | 0.16% | 50 |
|
|
2019
Q4 | $655K | Buy |
10,145
+148
| +1% | +$9.55K | 0.16% | 57 |
|
|
2019
Q3 | $619K | Buy |
+9,997
| New | +$619K | 0.18% | 57 |
|
|
2019
Q2 | – | Sell |
-819
| Closed | -$42.9K | – | 559 |
|
|
2019
Q1 | $42.9K | Buy |
+819
| New | +$42.9K | 0.02% | 252 |
|