Argent 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 | $463K | Buy |
5,040
+38
| +0.8% | +$3.49K | 0.14% | 109 |
|
|
2025
Q1 | $460K | Buy |
5,002
+315
| +7% | +$29K | 0.15% | 109 |
|
|
2024
Q4 | $386K | Hold |
4,687
| – | – | 0.14% | 105 |
|
|
2024
Q3 | $423K | Hold |
4,687
| – | – | 0.16% | 107 |
|
|
2024
Q2 | $364K | Hold |
4,687
| – | – | 0.14% | 104 |
|
|
2024
Q1 | $336K | Buy |
4,687
+360
| +8% | +$25.8K | 0.13% | 109 |
|
|
2023
Q4 | $303K | Hold |
4,327
| – | – | 0.13% | 111 |
|
|
2023
Q3 | $281K | Buy |
+4,327
| New | +$281K | 0.13% | 110 |
|
|
2022
Q2 | – | Sell |
-2,927
| Closed | -$212K | – | 142 |
|
|
2022
Q1 | $212K | Hold |
2,927
| – | – | 0.11% | 136 |
|
|
2021
Q4 | $201K | Buy |
+2,927
| New | +$201K | 0.11% | 132 |
|
|
2020
Q2 | – | Sell |
-8,068
| Closed | -$437K | – | 143 |
|
|
2020
Q1 | $437K | Sell |
8,068
-7,867
| -49% | -$426K | 0.44% | 62 |
|
|
2019
Q4 | $1.02M | Buy |
+15,935
| New | +$1.02M | 0.77% | 28 |
|