Ameritas Advisory Services’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 | $1.79M | Buy |
19,537
+2,511
| +15% | +$231K | 0.09% | 214 |
|
|
2025
Q1 | $1.53M | Buy |
17,026
+9,966
| +141% | +$895K | 0.06% | 287 |
|
|
2024
Q4 | $581K | Sell |
7,060
-570
| -7% | -$46.9K | 0.02% | 554 |
|
|
2024
Q3 | $688K | Sell |
7,630
-242
| -3% | -$21.8K | 0.03% | 469 |
|
|
2024
Q2 | $611K | Sell |
7,872
-638
| -7% | -$49.5K | 0.02% | 527 |
|
|
2024
Q1 | $629K | Sell |
8,510
-720
| -8% | -$53.2K | 0.03% | 487 |
|
|
2023
Q4 | $637K | Buy |
9,230
+842
| +10% | +$58.1K | 0.04% | 380 |
|
|
2023
Q3 | $552K | Buy |
8,388
+3,305
| +65% | +$218K | 0.03% | 480 |
|
|
2023
Q2 | $359K | Sell |
5,083
-2,866
| -36% | -$203K | 0.05% | 368 |
|
|
2023
Q1 | $565K | Sell |
7,949
-1,575
| -17% | -$112K | 0.03% | 448 |
|
|
2022
Q4 | $680K | Buy |
9,524
+1,889
| +25% | +$135K | 0.03% | 447 |
|
|
2022
Q3 | $519K | Buy |
7,635
+133
| +2% | +$9.04K | 0.03% | 423 |
|
|
2022
Q2 | $535K | Buy |
7,502
+649
| +9% | +$46.3K | 0.03% | 433 |
|
|
2022
Q1 | $497K | Buy |
6,853
+90
| +1% | +$6.53K | 0.02% | 503 |
|
|
2021
Q4 | $464K | Buy |
+6,763
| New | +$464K | 0.02% | 521 |
|