American Capital Advisory’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 | $89.4K | Buy |
974
+15
| +2% | +$1.38K | 0.04% | 132 |
|
|
2025
Q1 | $88.2K | Buy |
959
+9
| +0.9% | +$828 | 0.05% | 129 |
|
|
2024
Q4 | $78.2K | Sell |
950
-200
| -17% | -$16.5K | 0.04% | 137 |
|
|
2024
Q3 | $104K | Hold |
1,150
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $80.6K | Buy |
1,150
+1,000
| +667% | +$70.1K | 0.06% | 127 |
|
|
2024
Q1 | $10.4K | Sell |
150
-1,000
| -87% | -$69.6K | 0.01% | 246 |
|
|
2023
Q4 | $80.6K | Buy |
+1,150
| New | +$80.6K | 0.06% | 127 |
|