Americana Partners’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 | $2.16M | Sell |
23,478
-52,171
| -69% | -$4.79M | 0.07% | 188 |
|
|
2025
Q1 | $6.96M | Buy |
75,649
+1,165
| +2% | +$107K | 0.27% | 84 |
|
|
2024
Q4 | $6.13M | Buy |
74,484
+3,784
| +5% | +$312K | 0.25% | 94 |
|
|
2024
Q3 | $6.38M | Buy |
70,700
+5,096
| +8% | +$460K | 0.43% | 64 |
|
|
2024
Q2 | $5.09M | Buy |
65,604
+37,983
| +138% | +$2.95M | 0.4% | 69 |
|
|
2024
Q1 | $1.98M | Buy |
27,621
+16,967
| +159% | +$1.22M | 0.17% | 131 |
|
|
2023
Q4 | $737K | Sell |
10,654
-3,155
| -23% | -$218K | 0.07% | 179 |
|
|
2023
Q3 | $886K | Sell |
13,809
-4,806
| -26% | -$308K | 0.1% | 165 |
|
|
2023
Q2 | $1.31M | Buy |
18,615
+9,799
| +111% | +$688K | 0.17% | 121 |
|
|
2023
Q1 | $613K | Buy |
8,816
+72
| +0.8% | +$5.01K | 0.1% | 161 |
|
|
2022
Q4 | $999K | Sell |
8,744
-4,558
| -34% | -$521K | 0.17% | 120 |
|
|
2022
Q3 | $896K | Buy |
13,302
+386
| +3% | +$26K | 0.16% | 121 |
|
|
2022
Q2 | $879K | Buy |
12,916
+7,156
| +124% | +$487K | 0.16% | 118 |
|
|
2022
Q1 | $411K | Buy |
+5,760
| New | +$411K | 0.13% | 150 |
|