Atlas Capital 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 | $4.32K | Hold |
47
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $4.32K | Hold |
47
| – | – | ﹤0.01% | 858 |
|
|
2024
Q4 | $3.87K | Hold |
47
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $4.24K | Hold |
47
| – | – | ﹤0.01% | 789 |
|
|
2024
Q2 | $3.65K | Hold |
47
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $3.37K | Hold |
47
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $3.3K | Hold |
47
| – | – | ﹤0.01% | 806 |
|
|
2023
Q3 | $3.04K | Hold |
47
| – | – | ﹤0.01% | 787 |
|
|
2023
Q2 | $3.3K | Hold |
47
| – | – | ﹤0.01% | 803 |
|
|
2023
Q1 | $3.27K | Hold |
47
| – | – | ﹤0.01% | 811 |
|
|
2022
Q4 | $3.36K | Hold |
47
| – | – | ﹤0.01% | 811 |
|
|
2022
Q3 | $3.2K | Sell |
47
-350
| -88% | -$23.8K | ﹤0.01% | 810 |
|
|
2022
Q2 | $28.3K | Hold |
397
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $28.8K | Hold |
397
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $27.2K | Hold |
397
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $24.6K | Sell |
397
-87
| -18% | -$5.39K | ﹤0.01% | 615 |
|
|
2021
Q2 | $29.3K | Buy |
484
+134
| +38% | +$8.11K | ﹤0.01% | 603 |
|
|
2021
Q1 | $21.8K | Buy |
+350
| New | +$21.8K | ﹤0.01% | 593 |
|
|
2020
Q3 | – | Sell |
-920
| Closed | -$47.7K | – | 549 |
|
|
2020
Q2 | $47.7K | Buy |
920
+584
| +174% | +$30.3K | 0.01% | 485 |
|
|
2020
Q1 | $18.2K | Buy |
336
+126
| +60% | +$6.82K | 0.01% | 527 |
|
|
2019
Q4 | $13.4K | Hold |
210
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $13K | Buy |
210
+95
| +83% | +$5.87K | ﹤0.01% | 559 |
|
|
2019
Q2 | $6.36K | Buy |
+115
| New | +$6.36K | ﹤0.01% | 614 |
|