Avantax Planning 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 | $3.7M | Buy |
40,259
+1,922
| +5% | +$176K | 0.12% | 101 |
|
|
2025
Q1 | $3.53M | Sell |
38,337
-282
| -0.7% | -$25.9K | 0.12% | 96 |
|
|
2024
Q4 | $3.18M | Buy |
38,619
+1,535
| +4% | +$126K | 0.11% | 101 |
|
|
2024
Q3 | $3.34M | Sell |
37,084
-2,110
| -5% | -$190K | 0.12% | 100 |
|
|
2024
Q2 | $3.04M | Sell |
39,194
-4,062
| -9% | -$315K | 0.1% | 110 |
|
|
2024
Q1 | $3.1M | Buy |
43,256
+32,413
| +299% | +$2.33M | 0.1% | 117 |
|
|
2023
Q4 | $760K | Buy |
10,843
+896
| +9% | +$62.8K | 0.03% | 195 |
|
|
2023
Q3 | $644K | Buy |
9,947
+359
| +4% | +$23.2K | 0.03% | 199 |
|
|
2023
Q2 | $674K | Sell |
9,588
-1,779
| -16% | -$125K | 0.03% | 206 |
|
|
2023
Q1 | $791K | Buy |
11,367
+3
| +0% | +$209 | 0.03% | 196 |
|
|
2022
Q4 | $811K | Buy |
11,364
+212
| +2% | +$15.1K | 0.03% | 189 |
|
|
2022
Q3 | $758K | Sell |
11,152
-14
| -0.1% | -$952 | 0.03% | 183 |
|
|
2022
Q2 | $796K | Sell |
11,166
-952
| -8% | -$67.9K | 0.03% | 179 |
|
|
2022
Q1 | $879K | Buy |
12,118
+132
| +1% | +$9.58K | 0.03% | 169 |
|
|
2021
Q4 | $822K | Sell |
11,986
-405
| -3% | -$27.8K | 0.03% | 176 |
|
|
2021
Q3 | $768K | Buy |
12,391
+1,368
| +12% | +$84.8K | 0.04% | 162 |
|
|
2021
Q2 | $667K | Buy |
11,023
+1
| +0% | +$61 | 0.03% | 171 |
|
|
2021
Q1 | $685K | Sell |
11,022
-695
| -6% | -$43.2K | 0.04% | 162 |
|
|
2020
Q4 | $720K | Sell |
11,717
-1,012
| -8% | -$62.2K | 0.04% | 148 |
|
|
2020
Q3 | $690K | Buy |
12,729
+381
| +3% | +$20.7K | 0.04% | 154 |
|
|
2020
Q2 | $640K | Sell |
12,348
-7
| -0.1% | -$363 | 0.04% | 151 |
|
|
2020
Q1 | $669K | Sell |
12,355
-1,455
| -11% | -$78.8K | 0.05% | 130 |
|
|
2019
Q4 | $880K | Sell |
13,810
-590
| -4% | -$37.6K | 0.05% | 121 |
|
|
2019
Q3 | $889K | Buy |
14,400
+220
| +2% | +$13.6K | 0.05% | 116 |
|
|
2019
Q2 | $798K | Sell |
14,180
-117
| -0.8% | -$6.58K | 0.05% | 125 |
|
|
2019
Q1 | $739K | Buy |
14,297
+1,926
| +16% | +$99.6K | 0.05% | 129 |
|
|
2018
Q4 | $543K | Buy |
12,371
+2,027
| +20% | +$89K | 0.04% | 140 |
|
|
2018
Q3 | $451K | Sell |
10,344
-51
| -0.5% | -$2.22K | 0.04% | 146 |
|
|
2018
Q2 | $481K | Sell |
10,395
-3,652
| -26% | -$169K | 0.04% | 132 |
|
|
2018
Q1 | $627K | Sell |
14,047
-2,851
| -17% | -$127K | 0.05% | 153 |
|
|
2017
Q4 | $813K | Sell |
16,898
-5,904
| -26% | -$284K | 0.07% | 114 |
|
|
2017
Q3 | $1.12M | Buy |
22,802
+3,866
| +20% | +$190K | 0.09% | 106 |
|
|
2017
Q2 | $907K | Buy |
18,936
+2,694
| +17% | +$129K | 0.08% | 118 |
|
|
2017
Q1 | $809K | Sell |
16,242
-270
| -2% | -$13.4K | 0.07% | 132 |
|
|
2016
Q4 | $812K | Buy |
+16,512
| New | +$812K | 0.09% | 112 |
|