Avestar Capital’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 | $891K | Buy |
9,706
+4,638
| +92% | +$426K | 0.06% | 207 |
|
|
2025
Q1 | $466K | Sell |
5,068
-1,224
| -19% | -$113K | 0.04% | 254 |
|
|
2024
Q4 | $518K | Buy |
6,292
+586
| +10% | +$48.2K | 0.04% | 257 |
|
|
2024
Q3 | $515K | Buy |
5,706
+332
| +6% | +$29.9K | 0.05% | 235 |
|
|
2024
Q2 | $417K | Buy |
5,374
+740
| +16% | +$57.4K | 0.04% | 249 |
|
|
2024
Q1 | $332K | Buy |
4,634
+273
| +6% | +$19.6K | 0.03% | 294 |
|
|
2023
Q4 | $306K | Buy |
4,361
+900
| +26% | +$63.1K | 0.03% | 268 |
|
|
2023
Q3 | $224K | Buy |
+3,461
| New | +$224K | 0.03% | 285 |
|
|
2019
Q3 | – | Sell |
-120
| Closed | -$3K | – | 734 |
|
|
2019
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 648 |
|
|
2019
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 625 |
|
|
2018
Q4 | $3K | Buy |
120
+16
| +15% | +$400 | ﹤0.01% | 603 |
|
|
2018
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $3K | Buy |
104
+14
| +16% | +$404 | ﹤0.01% | 654 |
|
|
2018
Q1 | $3K | Sell |
90
-99
| -52% | -$3.3K | ﹤0.01% | 610 |
|
|
2017
Q4 | $7K | Buy |
+189
| New | +$7K | 0.01% | 510 |
|