Apella 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 | $1.02M | Buy |
11,152
+100
| +0.9% | +$9.17K | 0.03% | 217 |
|
|
2025
Q1 | $970K | Buy |
11,052
+4,961
| +81% | +$436K | 0.03% | 190 |
|
|
2024
Q4 | $501K | Buy |
6,091
+200
| +3% | +$16.5K | 0.02% | 233 |
|
|
2024
Q3 | $540K | Buy |
5,891
+69
| +1% | +$6.32K | 0.02% | 210 |
|
|
2024
Q2 | $455K | Buy |
5,822
+1,705
| +41% | +$133K | 0.02% | 219 |
|
|
2024
Q1 | $291K | Sell |
4,117
-75
| -2% | -$5.3K | 0.01% | 249 |
|
|
2023
Q4 | $301K | Buy |
+4,192
| New | +$301K | 0.02% | 241 |
|
|
2023
Q3 | – | Sell |
-2,847
| Closed | -$200K | – | 265 |
|
|
2023
Q2 | $200K | Buy |
+2,847
| New | +$200K | 0.01% | 248 |
|