Atria Wealth Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
34,506
-69,073
| -67% | -$6.34M | 0.07% | 303 |
|
|
2025
Q1 | $9.52M | Sell |
103,579
-9,759
| -9% | -$897K | 0.11% | 191 |
|
|
2024
Q4 | $9.33M | Buy |
113,338
+7,390
| +7% | +$608K | 0.1% | 204 |
|
|
2024
Q3 | $9.55M | Buy |
105,948
+2,259
| +2% | +$204K | 0.1% | 203 |
|
|
2024
Q2 | $8.04M | Buy |
103,689
+6,737
| +7% | +$523K | 0.09% | 228 |
|
|
2024
Q1 | $6.96M | Buy |
96,952
+8,562
| +10% | +$614K | 0.08% | 261 |
|
|
2023
Q4 | $6.2M | Buy |
88,390
+2,059
| +2% | +$144K | 0.08% | 253 |
|
|
2023
Q3 | $5.59M | Buy |
86,331
+7,546
| +10% | +$488K | 0.08% | 260 |
|
|
2023
Q2 | $5.53M | Buy |
78,785
+6,528
| +9% | +$459K | 0.08% | 259 |
|
|
2023
Q1 | $5.03M | Buy |
72,257
+3,682
| +5% | +$256K | 0.07% | 265 |
|
|
2022
Q4 | $4.9M | Buy |
68,575
+9,956
| +17% | +$711K | 0.08% | 257 |
|
|
2022
Q3 | $3.99M | Buy |
58,619
+26,298
| +81% | +$1.79M | 0.07% | 282 |
|
|
2022
Q2 | $2.31M | Sell |
32,321
-15,818
| -33% | -$1.13M | 0.04% | 378 |
|
|
2022
Q1 | $3.49M | Buy |
+48,139
| New | +$3.49M | 0.06% | 326 |
|