Avantax Advisory Services’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 | $9.33M | Buy |
101,609
+2,486
| +3% | +$228K | 0.05% | 284 |
|
|
2025
Q1 | $9.11M | Buy |
99,123
+1,134
| +1% | +$104K | 0.06% | 265 |
|
|
2024
Q4 | $8.07M | Sell |
97,989
-1,729
| -2% | -$142K | 0.05% | 275 |
|
|
2024
Q3 | $8.99M | Buy |
99,718
+2,011
| +2% | +$181K | 0.06% | 245 |
|
|
2024
Q2 | $7.58M | Buy |
97,707
+11,644
| +14% | +$903K | 0.05% | 268 |
|
|
2024
Q1 | $6.17M | Sell |
86,063
-2,280
| -3% | -$164K | 0.05% | 258 |
|
|
2023
Q4 | $6.19M | Buy |
88,343
+4,962
| +6% | +$348K | 0.06% | 239 |
|
|
2023
Q3 | $5.4M | Buy |
83,381
+207
| +0.2% | +$13.4K | 0.06% | 238 |
|
|
2023
Q2 | $5.84M | Sell |
83,174
-805
| -1% | -$56.6K | 0.07% | 215 |
|
|
2023
Q1 | $5.84M | Sell |
83,979
-2,831
| -3% | -$197K | 0.07% | 216 |
|
|
2022
Q4 | $6.2M | Buy |
86,810
+7,175
| +9% | +$512K | 0.08% | 188 |
|
|
2022
Q3 | $5.42M | Buy |
79,635
+1,628
| +2% | +$111K | 0.08% | 185 |
|
|
2022
Q2 | $5.56M | Buy |
78,007
+16,261
| +26% | +$1.16M | 0.08% | 178 |
|
|
2022
Q1 | $4.48M | Buy |
61,746
+3,749
| +6% | +$272K | 0.06% | 225 |
|
|
2021
Q4 | $3.98M | Buy |
57,997
+1,135
| +2% | +$77.8K | 0.06% | 236 |
|
|
2021
Q3 | $3.53M | Sell |
56,862
-771
| -1% | -$47.8K | 0.06% | 236 |
|
|
2021
Q2 | $3.48M | Buy |
57,633
+6,783
| +13% | +$409K | 0.06% | 230 |
|
|
2021
Q1 | $3.16M | Buy |
50,850
+4,843
| +11% | +$301K | 0.07% | 212 |
|
|
2020
Q4 | $2.83M | Sell |
46,007
-100,481
| -69% | -$6.17M | 0.07% | 205 |
|
|
2020
Q3 | $7.95M | Buy |
146,488
+104,510
| +249% | +$5.67M | 0.13% | 133 |
|
|
2020
Q2 | $2.18M | Sell |
41,978
-23,477
| -36% | -$1.22M | 0.06% | 206 |
|
|
2020
Q1 | $3.54M | Buy |
65,455
+799
| +1% | +$43.3K | 0.11% | 132 |
|
|
2019
Q4 | $4.12M | Buy |
64,656
+11,729
| +22% | +$748K | 0.1% | 133 |
|
|
2019
Q3 | $3.27M | Buy |
52,927
+2,918
| +6% | +$180K | 0.13% | 83 |
|
|
2019
Q2 | $2.76M | Buy |
50,009
+8,571
| +21% | +$474K | 0.12% | 85 |
|
|
2019
Q1 | $2.14M | Buy |
41,438
+17,235
| +71% | +$891K | 0.11% | 97 |
|
|
2018
Q4 | $1.06M | Buy |
+24,203
| New | +$1.06M | 0.18% | 124 |
|