Aptus Capital Advisors’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 | $34.3M | Buy |
373,438
+40,245
| +12% | +$3.7M | 0.28% | 61 |
|
|
2025
Q1 | $30.6M | Buy |
333,193
+23,889
| +8% | +$2.2M | 0.32% | 62 |
|
|
2024
Q4 | $25.5M | Buy |
309,304
+41,935
| +16% | +$3.45M | 0.27% | 70 |
|
|
2024
Q3 | $24.1M | Buy |
267,369
+45,936
| +21% | +$4.14M | 0.36% | 66 |
|
|
2024
Q2 | $17.2M | Buy |
221,433
+39,294
| +22% | +$3.05M | 0.3% | 74 |
|
|
2024
Q1 | $13.1M | Buy |
182,139
+18,624
| +11% | +$1.34M | 0.24% | 80 |
|
|
2023
Q4 | $11.5M | Sell |
163,515
-11,991
| -7% | -$841K | 0.31% | 77 |
|
|
2023
Q3 | $11.4M | Buy |
175,506
+9,192
| +6% | +$595K | 0.31% | 72 |
|
|
2023
Q2 | $11.7M | Sell |
166,314
-8,946
| -5% | -$628K | 0.28% | 69 |
|
|
2023
Q1 | $12.2M | Sell |
175,260
-7,956
| -4% | -$554K | 0.33% | 64 |
|
|
2022
Q4 | $13.1M | Buy |
183,216
+129,213
| +239% | +$9.23M | 0.4% | 48 |
|
|
2022
Q3 | $3.67M | Buy |
54,003
+3,236
| +6% | +$220K | 0.09% | 131 |
|
|
2022
Q2 | $3.62M | Buy |
50,767
+2,765
| +6% | +$197K | 0.09% | 119 |
|
|
2022
Q1 | $3.48M | Buy |
48,002
+13,100
| +38% | +$950K | 0.09% | 123 |
|
|
2021
Q4 | $2.39M | Sell |
34,902
-3,252
| -9% | -$223K | 0.07% | 169 |
|
|
2021
Q3 | $2.36M | Buy |
38,154
+7,693
| +25% | +$477K | 0.06% | 127 |
|
|
2021
Q2 | $1.84M | Buy |
30,461
+5,613
| +23% | +$340K | 0.05% | 131 |
|
|
2021
Q1 | $1.55M | Buy |
24,848
+359
| +1% | +$22.3K | 0.06% | 135 |
|
|
2020
Q4 | $1.5M | Sell |
24,489
-1,996
| -8% | -$123K | 0.07% | 111 |
|
|
2020
Q3 | $1.44M | Buy |
26,485
+720
| +3% | +$39K | 0.08% | 107 |
|
|
2020
Q2 | $1.34M | Buy |
25,765
+28
| +0.1% | +$1.45K | 0.08% | 102 |
|
|
2020
Q1 | $1.39M | Sell |
25,737
-1,178
| -4% | -$63.8K | 0.12% | 103 |
|
|
2019
Q4 | $1.71M | Buy |
26,915
+2,880
| +12% | +$183K | 0.12% | 105 |
|
|
2019
Q3 | $1.48M | Buy |
24,035
+142
| +0.6% | +$8.77K | 0.08% | 99 |
|
|
2019
Q2 | $1.32M | Buy |
23,893
+640
| +3% | +$35.4K | 0.19% | 109 |
|
|
2019
Q1 | $1.2M | Buy |
23,253
+2,975
| +15% | +$154K | 0.21% | 104 |
|
|
2018
Q4 | $890K | Buy |
+20,278
| New | +$890K | 0.23% | 67 |
|