Aveo Capital 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
Q1 | – | Sell |
-3,257
| Closed | -$268K | – | 302 |
|
|
2024
Q4 | $268K | Buy |
3,257
+635
| +24% | +$52.3K | 0.03% | 304 |
|
|
2024
Q3 | $236K | Buy |
2,622
+1
| +0% | +$90 | 0.03% | 309 |
|
|
2024
Q2 | $203K | Sell |
2,621
-554
| -17% | -$43K | 0.02% | 312 |
|
|
2024
Q1 | $241K | Sell |
3,175
-143
| -4% | -$10.8K | 0.03% | 322 |
|
|
2023
Q4 | $233K | Buy |
+3,318
| New | +$233K | 0.03% | 303 |
|
|
2023
Q3 | – | Sell |
-3,220
| Closed | -$226K | – | 351 |
|
|
2023
Q2 | $226K | Buy |
3,220
+281
| +10% | +$19.7K | 0.03% | 310 |
|
|
2023
Q1 | $204K | Buy |
2,939
+12
| +0.4% | +$835 | 0.03% | 322 |
|
|
2022
Q4 | $209K | Buy |
+2,927
| New | +$209K | 0.03% | 313 |
|
|
2022
Q3 | – | Sell |
-2,901
| Closed | -$207K | – | 293 |
|
|
2022
Q2 | $207K | Buy |
2,901
+39
| +1% | +$2.78K | 0.03% | 256 |
|
|
2022
Q1 | $208K | Sell |
2,862
-288
| -9% | -$20.9K | 0.04% | 258 |
|
|
2021
Q4 | $216K | Buy |
+3,150
| New | +$216K | 0.04% | 261 |
|
|
2017
Q1 | – | Sell |
-6,325
| Closed | -$311K | – | 215 |
|
|
2016
Q4 | $311K | Buy |
+6,325
| New | +$311K | 0.09% | 142 |
|