Arcus Capital Partners’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 | $538K | Sell |
5,864
-129
| -2% | -$11.8K | 0.23% | 72 |
|
|
2025
Q1 | $551K | Buy |
5,993
+451
| +8% | +$41.5K | 0.22% | 72 |
|
|
2024
Q4 | $398K | Sell |
5,542
-75
| -1% | -$5.38K | 0.13% | 72 |
|
|
2024
Q3 | $507K | Buy |
5,617
+36
| +0.6% | +$3.25K | 0.18% | 68 |
|
|
2024
Q2 | $433K | Buy |
5,581
+39
| +0.7% | +$3.03K | 0.17% | 74 |
|
|
2024
Q1 | $398K | Buy |
5,542
+44
| +0.8% | +$3.16K | 0.13% | 72 |
|
|
2023
Q4 | $386K | Buy |
5,498
+41
| +0.8% | +$2.88K | 0.14% | 70 |
|
|
2023
Q3 | $353K | Buy |
5,457
+44
| +0.8% | +$2.85K | 0.11% | 79 |
|
|
2023
Q2 | $380K | Buy |
5,413
+42
| +0.8% | +$2.95K | 0.11% | 76 |
|
|
2023
Q1 | $374K | Buy |
5,371
+44
| +0.8% | +$3.06K | 0.13% | 75 |
|
|
2022
Q4 | $380K | Buy |
5,327
+40
| +0.8% | +$2.86K | 0.15% | 65 |
|
|
2022
Q3 | $360K | Buy |
5,287
+35
| +0.7% | +$2.38K | 0.15% | 71 |
|
|
2022
Q2 | $375K | Buy |
5,252
+37
| +0.7% | +$2.64K | 0.16% | 66 |
|
|
2022
Q1 | $378K | Sell |
5,215
-70
| -1% | -$5.07K | 0.13% | 70 |
|
|
2021
Q4 | $362K | Buy |
5,285
+1,331
| +34% | +$91.2K | 0.12% | 74 |
|
|
2021
Q3 | $245K | Buy |
3,954
+38
| +1% | +$2.36K | 0.09% | 87 |
|
|
2021
Q2 | $237K | Buy |
3,916
+40
| +1% | +$2.42K | 0.11% | 96 |
|
|
2021
Q1 | $241K | Buy |
3,876
+41
| +1% | +$2.55K | 0.02% | 97 |
|
|
2020
Q4 | $236K | Buy |
+3,835
| New | +$236K | 0.04% | 94 |
|