Auxano 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 | $413K | Buy |
4,498
+240
| +6% | +$22K | 0.1% | 107 |
|
|
2025
Q1 | $392K | Buy |
4,258
+457
| +12% | +$42K | 0.1% | 106 |
|
|
2024
Q4 | $313K | Buy |
3,801
+243
| +7% | +$20K | 0.08% | 124 |
|
|
2024
Q3 | $321K | Buy |
3,558
+16
| +0.5% | +$1.44K | 0.08% | 122 |
|
|
2024
Q2 | $275K | Buy |
3,542
+525
| +17% | +$40.7K | 0.08% | 126 |
|
|
2024
Q1 | $216K | Buy |
+3,017
| New | +$216K | 0.06% | 142 |
|
|
2023
Q4 | – | Sell |
-5,183
| Closed | -$335K | – | 135 |
|
|
2023
Q3 | $335K | Sell |
5,183
-17
| -0.3% | -$1.1K | 0.14% | 75 |
|
|
2023
Q2 | $362K | Hold |
5,200
| – | – | 0.14% | 75 |
|
|
2023
Q1 | $362K | Hold |
5,200
| – | – | 0.14% | 75 |
|
|
2022
Q4 | $371K | Hold |
5,200
| – | – | 0.17% | 71 |
|
|
2022
Q3 | $354K | Buy |
+5,200
| New | +$354K | 0.16% | 68 |
|