AlphaCore Capital’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 | $722K | Buy |
7,867
+654
| +9% | +$60.1K | 0.03% | 310 |
|
|
2025
Q1 | $663K | Buy |
7,213
+1,318
| +22% | +$121K | 0.06% | 227 |
|
|
2024
Q4 | $485K | Buy |
5,895
+369
| +7% | +$30.4K | 0.1% | 120 |
|
|
2024
Q3 | $498K | Buy |
5,526
+29
| +0.5% | +$2.62K | 0.11% | 112 |
|
|
2024
Q2 | $426K | Buy |
5,497
+16
| +0.3% | +$1.24K | 0.1% | 116 |
|
|
2024
Q1 | $393K | Buy |
5,481
+163
| +3% | +$11.7K | 0.1% | 108 |
|
|
2023
Q4 | $373K | Sell |
5,318
-1,042
| -16% | -$73.1K | 0.05% | 171 |
|
|
2023
Q3 | $412K | Buy |
6,360
+75
| +1% | +$4.85K | 0.06% | 159 |
|
|
2023
Q2 | $441K | Buy |
+6,285
| New | +$441K | 0.07% | 149 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$11K | – | 267 |
|
|
2020
Q1 | $11K | Buy |
+200
| New | +$11K | 0.01% | 206 |
|