Ashton Thomas Private Wealth’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 | $1.53M | Sell |
16,697
-1,287
| -7% | -$118K | 0.05% | 329 |
|
|
2025
Q1 | $1.65M | Buy |
17,984
+131
| +0.7% | +$12K | 0.06% | 285 |
|
|
2024
Q4 | $1.47M | Sell |
17,853
-1,412
| -7% | -$116K | 0.06% | 310 |
|
|
2024
Q3 | $1.74M | Buy |
19,265
+1,666
| +9% | +$150K | 0.09% | 232 |
|
|
2024
Q2 | $1.37M | Buy |
17,599
+6,500
| +59% | +$504K | 0.07% | 252 |
|
|
2024
Q1 | $796K | Sell |
11,099
-1,197
| -10% | -$85.9K | 0.05% | 341 |
|
|
2023
Q4 | $862K | Sell |
12,296
-546
| -4% | -$38.3K | 0.05% | 318 |
|
|
2023
Q3 | $831K | Sell |
12,842
-1,097
| -8% | -$71K | 0.06% | 318 |
|
|
2023
Q2 | $979K | Buy |
13,939
+3,580
| +35% | +$251K | 0.07% | 273 |
|
|
2023
Q1 | $721K | Sell |
10,359
-8,965
| -46% | -$624K | 0.06% | 297 |
|
|
2022
Q4 | $1.38M | Buy |
19,324
+12,278
| +174% | +$877K | 0.14% | 193 |
|
|
2022
Q3 | $479K | Sell |
7,046
-237
| -3% | -$16.1K | 0.05% | 327 |
|
|
2022
Q2 | $519K | Buy |
7,283
+987
| +16% | +$70.4K | 0.06% | 308 |
|
|
2022
Q1 | $457K | Buy |
6,296
+337
| +6% | +$24.4K | 0.04% | 355 |
|
|
2021
Q4 | $409K | Buy |
+5,959
| New | +$409K | 0.04% | 347 |
|
|
2021
Q1 | – | Sell |
-3,344
| Closed | -$205K | – | 325 |
|
|
2020
Q4 | $205K | Buy |
+3,344
| New | +$205K | 0.04% | 290 |
|