Annex 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 | $4.44M | Sell |
48,378
-12,206
| -20% | -$1.12M | 0.11% | 93 |
|
|
2025
Q1 | $5.57M | Buy |
60,584
+57,080
| +1,629% | +$5.25M | 0.16% | 83 |
|
|
2024
Q4 | $288K | Buy |
3,504
+977
| +39% | +$80.4K | 0.01% | 255 |
|
|
2024
Q3 | $228K | Buy |
+2,527
| New | +$228K | 0.01% | 264 |
|
|
2023
Q3 | – | Sell |
-3,104
| Closed | -$218K | – | 268 |
|
|
2023
Q2 | $218K | Buy |
+3,104
| New | +$218K | 0.01% | 236 |
|
|
2022
Q4 | – | Sell |
-3,447
| Closed | -$234K | – | 266 |
|
|
2022
Q3 | $234K | Sell |
3,447
-31
| -0.9% | -$2.1K | 0.02% | 203 |
|
|
2022
Q2 | $248K | Buy |
+3,478
| New | +$248K | 0.02% | 213 |
|