Archford Capital Strategies’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 | $1.33M | Buy |
14,496
+896
| +7% | +$82.3K | 0.17% | 121 |
|
|
2025
Q1 | $1.25M | Sell |
13,600
-154
| -1% | -$14.2K | 0.18% | 129 |
|
|
2024
Q4 | $1.13M | Sell |
13,754
-9
| -0.1% | -$741 | 0.17% | 129 |
|
|
2024
Q3 | $1.24M | Sell |
13,763
-1,093
| -7% | -$98.2K | 0.19% | 122 |
|
|
2024
Q2 | $1.15M | Sell |
14,856
-219
| -1% | -$17K | 0.19% | 120 |
|
|
2024
Q1 | $1.08M | Sell |
15,075
-204
| -1% | -$14.6K | 0.18% | 126 |
|
|
2023
Q4 | $1.07M | Sell |
15,279
-1,485
| -9% | -$104K | 0.2% | 122 |
|
|
2023
Q3 | $1.08M | Buy |
16,764
+3,380
| +25% | +$219K | 0.22% | 113 |
|
|
2023
Q2 | $976K | Buy |
13,384
+3,074
| +30% | +$224K | 0.19% | 130 |
|
|
2023
Q1 | $737K | Buy |
10,310
+10
| +0.1% | +$715 | 0.15% | 153 |
|
|
2022
Q4 | $736K | Buy |
10,300
+466
| +5% | +$33.3K | 0.17% | 143 |
|
|
2022
Q3 | $669K | Sell |
9,834
-23
| -0.2% | -$1.57K | 0.17% | 141 |
|
|
2022
Q2 | $703K | Buy |
9,857
+246
| +3% | +$17.5K | 0.18% | 143 |
|
|
2022
Q1 | $715K | Buy |
9,611
+1,915
| +25% | +$142K | 0.16% | 146 |
|
|
2021
Q4 | $528K | Buy |
7,696
+1,349
| +21% | +$92.6K | 0.12% | 177 |
|
|
2021
Q3 | $393K | Sell |
6,347
-66
| -1% | -$4.09K | 0.09% | 218 |
|
|
2021
Q2 | $388K | Sell |
6,413
-1,583
| -20% | -$95.8K | 0.1% | 211 |
|
|
2021
Q1 | $516K | Sell |
7,996
-8,630
| -52% | -$557K | 0.14% | 164 |
|
|
2020
Q4 | $1.02M | Buy |
16,626
+41
| +0.2% | +$2.53K | 0.24% | 126 |
|
|
2020
Q3 | $899K | Buy |
16,585
+14
| +0.1% | +$759 | 0.24% | 119 |
|
|
2020
Q2 | $859K | Buy |
16,571
+108
| +0.7% | +$5.6K | 0.26% | 115 |
|
|
2020
Q1 | $891K | Buy |
16,463
+360
| +2% | +$19.5K | 0.35% | 94 |
|
|
2019
Q4 | $1.03M | Sell |
16,103
-94
| -0.6% | -$5.99K | 0.35% | 85 |
|
|
2019
Q3 | $1M | Sell |
16,197
-322
| -2% | -$19.9K | 0.37% | 84 |
|
|
2019
Q2 | $913K | Sell |
16,519
-119
| -0.7% | -$6.58K | 0.33% | 89 |
|
|
2019
Q1 | $860K | Sell |
16,638
-84
| -0.5% | -$4.34K | 0.32% | 94 |
|
|
2018
Q4 | $734K | Sell |
16,722
-245
| -1% | -$10.8K | 0.29% | 101 |
|
|
2018
Q3 | $740K | Sell |
16,967
-1,239
| -7% | -$54K | 0.27% | 108 |
|
|
2018
Q2 | $843K | Sell |
18,206
-369
| -2% | -$17.1K | 0.3% | 99 |
|
|
2018
Q1 | $893K | Hold |
18,575
| – | – | 0.37% | 89 |
|
|
2017
Q4 | $893K | Sell |
18,575
-371
| -2% | -$17.8K | 0.33% | 100 |
|
|
2017
Q3 | $931K | Buy |
18,946
+120
| +0.6% | +$5.9K | 0.35% | 103 |
|
|
2017
Q2 | $901K | Buy |
18,826
+273
| +1% | +$13.1K | 0.36% | 101 |
|
|
2017
Q1 | $926K | Sell |
18,553
-1,990
| -10% | -$99.3K | 0.35% | 103 |
|
|
2016
Q4 | $1.01M | Buy |
20,543
+2,619
| +15% | +$129K | 0.43% | 85 |
|
|
2016
Q3 | $919K | Buy |
17,924
+11,878
| +196% | +$609K | 0.38% | 93 |
|
|
2016
Q2 | $324K | Sell |
6,046
-11,276
| -65% | -$604K | 0.17% | 130 |
|
|
2016
Q1 | $896K | Buy |
17,322
+461
| +3% | +$23.8K | 0.43% | 82 |
|
|
2015
Q4 | $826K | Buy |
16,861
+12,906
| +326% | +$632K | 0.38% | 91 |
|
|
2015
Q3 | $177K | Buy |
3,955
+444
| +13% | +$19.9K | 0.13% | 119 |
|
|
2015
Q2 | $147K | Sell |
3,511
-766
| -18% | -$32.1K | 0.1% | 129 |
|
|
2015
Q1 | $189K | Buy |
4,277
+51
| +1% | +$2.26K | 0.13% | 120 |
|
|
2014
Q4 | $208K | Buy |
4,226
+1,297
| +44% | +$63.8K | 0.15% | 120 |
|
|
2014
Q3 | $128K | Buy |
2,929
+1,015
| +53% | +$44.4K | 0.1% | 138 |
|
|
2014
Q2 | $86.9K | Buy |
1,914
+849
| +80% | +$38.5K | 0.07% | 165 |
|
|
2014
Q1 | $46.8K | Buy |
+1,065
| New | +$46.8K | 0.04% | 227 |
|