Archer Investment Corporation’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 | $735K | Hold |
8,007
| – | – | 0.18% | 113 |
|
2025
Q1 | $736K | Hold |
8,007
| – | – | 0.19% | 102 |
|
2024
Q4 | $659K | Hold |
8,007
| – | – | 0.18% | 108 |
|
2024
Q3 | $722K | Buy |
8,007
+550
| +7% | +$49.6K | 0.19% | 96 |
|
2024
Q2 | $578K | Buy |
7,457
+107
| +1% | +$8.3K | 0.17% | 119 |
|
2024
Q1 | $527K | Hold |
7,350
| – | – | 0.16% | 129 |
|
2023
Q4 | $515K | Hold |
7,350
| – | – | 0.17% | 128 |
|
2023
Q3 | $476K | Hold |
7,350
| – | – | 0.17% | 131 |
|
2023
Q2 | $516K | Sell |
7,350
-1,450
| -16% | -$102K | 0.18% | 118 |
|
2023
Q1 | $571K | Hold |
8,800
| – | – | 0.21% | 107 |
|
2022
Q4 | $628K | Sell |
8,800
-333
| -4% | -$23.8K | 0.24% | 99 |
|
2022
Q3 | $621K | Buy |
9,133
+333
| +4% | +$22.6K | 0.26% | 95 |
|
2022
Q2 | $628K | Hold |
8,800
| – | – | 0.25% | 95 |
|
2022
Q1 | $639K | Hold |
8,800
| – | – | 0.23% | 107 |
|
2021
Q4 | $604K | Buy |
8,800
+1,000
| +13% | +$68.6K | 0.2% | 121 |
|
2021
Q3 | $483K | Buy |
7,800
+500
| +7% | +$31K | 0.18% | 137 |
|
2021
Q2 | $442K | Sell |
7,300
-500
| -6% | -$30.3K | 0.17% | 141 |
|
2021
Q1 | $485K | Sell |
7,800
-807
| -9% | -$50.2K | 0.2% | 116 |
|
2020
Q4 | $529K | Buy |
8,607
+500
| +6% | +$30.7K | 0.25% | 102 |
|
2020
Q3 | $440K | Buy |
8,107
+7,316
| +925% | +$397K | 0.23% | 105 |
|
2020
Q2 | $41K | Buy |
791
+385
| +95% | +$20K | 0.02% | 265 |
|
2020
Q1 | $22K | Sell |
406
-406
| -50% | -$22K | 0.01% | 344 |
|
2019
Q4 | $52K | Buy |
+812
| New | +$52K | 0.03% | 255 |
|