Ausdal Financial Partners’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 | $2.46M | Buy |
26,837
+21,151
| +372% | +$1.94M | 0.16% | 139 |
|
|
2025
Q1 | $523K | Buy |
5,686
+405
| +8% | +$37.2K | 0.04% | 381 |
|
|
2024
Q4 | $435K | Buy |
5,281
+878
| +20% | +$72.3K | 0.04% | 389 |
|
|
2024
Q3 | $397K | Buy |
4,403
+460
| +12% | +$41.5K | 0.04% | 352 |
|
|
2024
Q2 | $306K | Buy |
3,943
+44
| +1% | +$3.41K | 0.03% | 387 |
|
|
2024
Q1 | $280K | Sell |
3,899
-204
| -5% | -$14.6K | 0.03% | 382 |
|
|
2023
Q4 | $288K | Buy |
4,103
+6
| +0.1% | +$421 | 0.04% | 354 |
|
|
2023
Q3 | $265K | Sell |
4,097
-423
| -9% | -$27.4K | 0.04% | 358 |
|
|
2023
Q2 | $318K | Buy |
4,520
+208
| +5% | +$14.6K | 0.04% | 323 |
|
|
2023
Q1 | $300K | Sell |
4,312
-1,538
| -26% | -$107K | 0.04% | 348 |
|
|
2022
Q4 | $418K | Buy |
5,850
+1,137
| +24% | +$81.2K | 0.06% | 267 |
|
|
2022
Q3 | $320K | Sell |
4,713
-215
| -4% | -$14.6K | 0.05% | 318 |
|
|
2022
Q2 | $351K | Sell |
4,928
-33
| -0.7% | -$2.35K | 0.05% | 312 |
|
|
2022
Q1 | $360K | Sell |
4,961
-1,332
| -21% | -$96.7K | 0.05% | 337 |
|
|
2021
Q4 | $432K | Sell |
6,293
-213
| -3% | -$14.6K | 0.06% | 300 |
|
|
2021
Q3 | $403K | Buy |
6,506
+603
| +10% | +$37.4K | 0.06% | 312 |
|
|
2021
Q2 | $357K | Buy |
5,903
+364
| +7% | +$22K | 0.05% | 320 |
|
|
2021
Q1 | $344K | Sell |
5,539
-276
| -5% | -$17.1K | 0.06% | 317 |
|
|
2020
Q4 | $357K | Sell |
5,815
-287
| -5% | -$17.6K | 0.07% | 276 |
|
|
2020
Q3 | $331K | Buy |
6,102
+418
| +7% | +$22.7K | 0.08% | 241 |
|
|
2020
Q2 | $295K | Buy |
5,684
+785
| +16% | +$40.7K | 0.1% | 205 |
|
|
2020
Q1 | $272K | Buy |
4,899
+64
| +1% | +$3.55K | 0.1% | 205 |
|
|
2019
Q4 | $339K | Buy |
4,835
+642
| +15% | +$45K | 0.1% | 228 |
|
|
2019
Q3 | $259K | Sell |
4,193
-561
| -12% | -$34.7K | 0.09% | 248 |
|
|
2019
Q2 | $263K | Sell |
4,754
-98
| -2% | -$5.42K | 0.1% | 231 |
|
|
2019
Q1 | $251K | Sell |
4,852
-319
| -6% | -$16.5K | 0.1% | 220 |
|
|
2018
Q4 | $227K | Sell |
5,171
-2,362
| -31% | -$104K | 0.11% | 212 |
|
|
2018
Q3 | $328K | Buy |
7,533
+351
| +5% | +$15.3K | 0.09% | 262 |
|
|
2018
Q2 | $333K | Buy |
+7,182
| New | +$333K | 0.1% | 253 |
|
|
2018
Q1 | – | Sell |
-4,810
| Closed | -$231K | – | 387 |
|
|
2017
Q4 | $231K | Sell |
4,810
-181
| -4% | -$8.69K | 0.08% | 305 |
|
|
2017
Q3 | $245K | Buy |
+4,991
| New | +$245K | 0.1% | 268 |
|
|
2017
Q2 | – | Sell |
-4,054
| Closed | -$202K | – | 327 |
|
|
2017
Q1 | $202K | Buy |
+4,054
| New | +$202K | 0.09% | 259 |
|
|
2016
Q4 | – | Sell |
-4,921
| Closed | -$252K | – | 277 |
|
|
2016
Q3 | $252K | Sell |
4,921
-82
| -2% | -$4.2K | 0.13% | 195 |
|
|
2016
Q2 | $268K | Sell |
5,003
-82
| -2% | -$4.39K | 0.14% | 179 |
|
|
2016
Q1 | $263K | Buy |
5,085
+18
| +0.4% | +$931 | 0.15% | 172 |
|
|
2015
Q4 | $237K | Buy |
+5,067
| New | +$237K | 0.12% | 189 |
|