Atria Investments’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 | $9.15M | Sell |
99,626
-19,773
| -17% | -$1.82M | 0.11% | 210 |
|
|
2025
Q1 | $11M | Sell |
119,399
-2,503
| -2% | -$230K | 0.14% | 169 |
|
|
2024
Q4 | $10M | Sell |
121,902
-3,790
| -3% | -$312K | 0.12% | 186 |
|
|
2024
Q3 | $11.3M | Sell |
125,692
-19,851
| -14% | -$1.79M | 0.14% | 159 |
|
|
2024
Q2 | $11.3M | Buy |
145,543
+190
| +0.1% | +$14.7K | 0.15% | 153 |
|
|
2024
Q1 | $10.4M | Buy |
145,353
+5,163
| +4% | +$370K | 0.14% | 165 |
|
|
2023
Q4 | $9.83M | Buy |
140,190
+10,093
| +8% | +$708K | 0.15% | 160 |
|
|
2023
Q3 | $8.42M | Buy |
130,097
+14,611
| +13% | +$946K | 0.15% | 159 |
|
|
2023
Q2 | $8.11M | Sell |
115,486
-7,001
| -6% | -$492K | 0.15% | 161 |
|
|
2023
Q1 | $8.52M | Buy |
122,487
+18,477
| +18% | +$1.29M | 0.16% | 156 |
|
|
2022
Q4 | $7.43M | Buy |
104,010
+4,373
| +4% | +$312K | 0.15% | 169 |
|
|
2022
Q3 | $6.78M | Buy |
99,637
+436
| +0.4% | +$29.6K | 0.15% | 168 |
|
|
2022
Q2 | $7.07M | Buy |
99,201
+9,867
| +11% | +$704K | 0.15% | 169 |
|
|
2022
Q1 | $6.48M | Buy |
89,334
+8,395
| +10% | +$609K | 0.11% | 212 |
|
|
2021
Q4 | $5.55M | Buy |
80,939
+5,106
| +7% | +$350K | 0.1% | 253 |
|
|
2021
Q3 | $4.7M | Buy |
75,833
+5,561
| +8% | +$345K | 0.08% | 267 |
|
|
2021
Q2 | $4.25M | Sell |
70,272
-1,901
| -3% | -$115K | 0.08% | 270 |
|
|
2021
Q1 | $4.49M | Sell |
72,173
-23
| -0% | -$1.43K | 0.1% | 238 |
|
|
2020
Q4 | $4.44M | Buy |
72,196
+8,228
| +13% | +$505K | 0.11% | 212 |
|
|
2020
Q3 | $3.47M | Buy |
63,968
+3,957
| +7% | +$215K | 0.11% | 215 |
|
|
2020
Q2 | $3.11M | Buy |
+60,011
| New | +$3.11M | 0.11% | 228 |
|
|
2020
Q1 | – | Sell |
-34,499
| Closed | -$2.2M | – | 1100 |
|
|
2019
Q4 | $2.2M | Buy |
34,499
+13,313
| +63% | +$848K | 0.06% | 280 |
|
|
2019
Q3 | $1.31M | Sell |
21,186
-6,489
| -23% | -$401K | 0.05% | 334 |
|
|
2019
Q2 | $1.58M | Buy |
27,675
+13,129
| +90% | +$751K | 0.06% | 276 |
|
|
2019
Q1 | $752K | Buy |
14,546
+3,973
| +38% | +$205K | 0.03% | 428 |
|
|
2018
Q4 | $464K | Sell |
10,573
-43,262
| -80% | -$1.9M | 0.02% | 528 |
|
|
2018
Q3 | $2.35M | Sell |
53,835
-5,537
| -9% | -$241K | 0.09% | 195 |
|
|
2018
Q2 | $2.75M | Sell |
59,372
-12,049
| -17% | -$558K | 0.12% | 162 |
|
|
2018
Q1 | $3.19M | Buy |
71,421
+1,791
| +3% | +$80K | 0.15% | 127 |
|
|
2017
Q4 | $3.35M | Buy |
69,630
+5,727
| +9% | +$275K | 0.17% | 126 |
|
|
2017
Q3 | $3.14M | Buy |
63,903
+4,582
| +8% | +$225K | 0.17% | 120 |
|
|
2017
Q2 | $2.84M | Buy |
59,321
+2,765
| +5% | +$132K | 0.17% | 122 |
|
|
2017
Q1 | $2.82M | Buy |
56,556
+13,177
| +30% | +$656K | 0.18% | 111 |
|
|
2016
Q4 | $2.13M | Buy |
43,379
+18,216
| +72% | +$896K | 0.16% | 115 |
|
|
2016
Q3 | $1.29M | Buy |
25,163
+7,691
| +44% | +$395K | 0.12% | 157 |
|
|
2016
Q2 | $929K | Buy |
17,472
+5,204
| +42% | +$277K | 0.1% | 174 |
|
|
2016
Q1 | $635K | Buy |
+12,268
| New | +$635K | 0.07% | 203 |
|