Arete Wealth 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 | $2.8M | Buy |
30,532
+470
| +2% | +$43.2K | 0.2% | 104 |
|
|
2025
Q1 | $2.76M | Buy |
30,062
+11,611
| +63% | +$1.07M | 0.21% | 105 |
|
|
2024
Q4 | $1.51M | Buy |
18,451
+242
| +1% | +$19.9K | 0.11% | 191 |
|
|
2024
Q3 | $1.64M | Buy |
18,209
+125
| +0.7% | +$11.2K | 0.14% | 151 |
|
|
2024
Q2 | $1.4M | Sell |
18,084
-426
| -2% | -$33K | 0.11% | 177 |
|
|
2024
Q1 | $1.33M | Buy |
18,510
+49
| +0.3% | +$3.52K | 0.12% | 176 |
|
|
2023
Q4 | $1.29M | Buy |
18,461
+1,450
| +9% | +$102K | 0.1% | 202 |
|
|
2023
Q3 | $1.1M | Sell |
17,011
-6,194
| -27% | -$401K | 0.19% | 118 |
|
|
2023
Q2 | $1.63M | Buy |
23,205
+9,815
| +73% | +$689K | 0.14% | 150 |
|
|
2023
Q1 | $932K | Buy |
13,390
+1,143
| +9% | +$79.6K | 0.08% | 227 |
|
|
2022
Q4 | $875M | Buy |
12,247
+3,472
| +40% | +$248M | 0.08% | 230 |
|
|
2022
Q3 | $597K | Buy |
8,775
+5,347
| +156% | +$364K | 0.06% | 267 |
|
|
2022
Q2 | $360K | Sell |
3,428
-3,458
| -50% | -$363K | 0.04% | 302 |
|
|
2022
Q1 | $499K | Buy |
6,886
+619
| +10% | +$44.9K | 0.04% | 278 |
|
|
2021
Q4 | $428K | Buy |
6,267
+1,174
| +23% | +$80.2K | 0.04% | 314 |
|
|
2021
Q3 | $316K | Buy |
5,093
+756
| +17% | +$46.9K | 0.03% | 321 |
|
|
2021
Q2 | $209K | Buy |
4,337
+216
| +5% | +$10.4K | 0.03% | 329 |
|
|
2021
Q1 | $256K | Buy |
+4,121
| New | +$256K | 0.03% | 345 |
|
|
2020
Q1 | – | Sell |
-3,604
| Closed | -$230K | – | 402 |
|
|
2019
Q4 | $230K | Sell |
3,604
-2,001
| -36% | -$128K | 0.04% | 347 |
|
|
2019
Q3 | $346K | Buy |
5,605
+43
| +0.8% | +$2.65K | 0.07% | 272 |
|
|
2019
Q2 | $307K | Buy |
5,562
+199
| +4% | +$11K | 0.06% | 293 |
|
|
2019
Q1 | $277K | Sell |
5,363
-1,820
| -25% | -$94K | 0.06% | 297 |
|
|
2018
Q4 | $315K | Sell |
7,183
-57
| -0.8% | -$2.5K | 0.08% | 263 |
|
|
2018
Q3 | $316K | Sell |
7,240
-2,282
| -24% | -$99.6K | 0.07% | 261 |
|
|
2018
Q2 | $441K | Buy |
9,522
+1,224
| +15% | +$56.7K | 0.11% | 210 |
|
|
2018
Q1 | $371K | Sell |
8,298
-226
| -3% | -$10.1K | 0.12% | 209 |
|
|
2017
Q4 | $410K | Buy |
8,524
+837
| +11% | +$40.3K | 0.13% | 195 |
|
|
2017
Q3 | $378K | Hold |
7,687
| – | – | 0.15% | 186 |
|
|
2017
Q2 | $368K | Buy |
7,687
+568
| +8% | +$27.2K | 0.17% | 168 |
|
|
2017
Q1 | $354K | Buy |
7,119
+491
| +7% | +$24.4K | 0.15% | 137 |
|
|
2016
Q4 | $326K | Buy |
+6,628
| New | +$326K | 0.15% | 124 |
|