B. Riley Wealth 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 | $1.54M | Buy |
+16,764
| New | +$1.54M | 0.07% | 244 |
|
|
2024
Q4 | $6.12M | Sell |
74,315
-3,728
| -5% | -$307K | 0.2% | 115 |
|
|
2024
Q3 | $7.05M | Buy |
78,043
+4,323
| +6% | +$391K | 0.2% | 113 |
|
|
2024
Q2 | $5.72M | Sell |
73,720
-4,916
| -6% | -$381K | 0.15% | 145 |
|
|
2024
Q1 | $5.09M | Buy |
78,636
+3,343
| +4% | +$216K | 0.14% | 156 |
|
|
2023
Q4 | $5.28M | Sell |
75,293
-3,343
| -4% | -$234K | 0.14% | 167 |
|
|
2023
Q3 | $5.09M | Buy |
78,636
+6,315
| +9% | +$409K | 0.14% | 156 |
|
|
2023
Q2 | $5.08M | Buy |
72,321
+1,088
| +2% | +$76.4K | 0.11% | 185 |
|
|
2023
Q1 | $4.96M | Buy |
71,233
+16,777
| +31% | +$1.17M | 0.13% | 176 |
|
|
2022
Q4 | $3.89M | Buy |
54,456
+1,870
| +4% | +$134K | 0.11% | 204 |
|
|
2022
Q3 | $3.58M | Buy |
52,586
+22,775
| +76% | +$1.55M | 0.11% | 195 |
|
|
2022
Q2 | $2.13M | Sell |
29,811
-3,825
| -11% | -$273K | 0.09% | 230 |
|
|
2022
Q1 | $2.44M | Sell |
33,636
-145
| -0.4% | -$10.5K | 0.08% | 256 |
|
|
2021
Q4 | $2.32M | Buy |
33,781
+3,236
| +11% | +$222K | 0.07% | 320 |
|
|
2021
Q3 | $1.89M | Buy |
30,545
+4,073
| +15% | +$252K | 0.06% | 350 |
|
|
2021
Q2 | $1.6M | Sell |
26,472
-942
| -3% | -$57K | 0.05% | 390 |
|
|
2021
Q1 | $1.71M | Buy |
27,414
+10,057
| +58% | +$626K | 0.06% | 347 |
|
|
2020
Q4 | $1.07M | Sell |
17,357
-5,034
| -22% | -$310K | 0.06% | 306 |
|
|
2020
Q3 | $1.21M | Buy |
22,391
+1,542
| +7% | +$83.3K | 0.06% | 282 |
|
|
2020
Q2 | $1.08M | Buy |
20,849
+271
| +1% | +$14.1K | 0.07% | 268 |
|
|
2020
Q1 | $1.12M | Sell |
20,578
-16,035
| -44% | -$870K | 0.1% | 216 |
|
|
2019
Q4 | $2.33M | Buy |
36,613
+9,650
| +36% | +$615K | 0.2% | 114 |
|
|
2019
Q3 | $1.67M | Buy |
26,963
+3,591
| +15% | +$222K | 0.16% | 139 |
|
|
2019
Q2 | $1.29M | Buy |
23,372
+8,394
| +56% | +$464K | 0.14% | 155 |
|
|
2019
Q1 | $769K | Buy |
14,978
+993
| +7% | +$51K | 0.1% | 229 |
|
|
2018
Q4 | $615K | Buy |
13,985
+167
| +1% | +$7.34K | 0.09% | 246 |
|
|
2018
Q3 | $604K | Buy |
13,818
+3,666
| +36% | +$160K | 0.07% | 303 |
|
|
2018
Q2 | $471K | Buy |
10,152
+174
| +2% | +$8.07K | 0.06% | 339 |
|
|
2018
Q1 | $447K | Buy |
9,978
+1,325
| +15% | +$59.4K | 0.06% | 338 |
|
|
2017
Q4 | $417K | Buy |
8,653
+190
| +2% | +$9.16K | 0.06% | 360 |
|
|
2017
Q3 | $416K | Buy |
8,463
+657
| +8% | +$32.3K | 0.07% | 301 |
|
|
2017
Q2 | $375K | Sell |
7,806
-721
| -8% | -$34.6K | 0.07% | 310 |
|
|
2017
Q1 | $425K | Sell |
8,527
-1,463
| -15% | -$72.9K | 0.08% | 267 |
|
|
2016
Q4 | $492K | Buy |
9,990
+571
| +6% | +$28.1K | 0.1% | 232 |
|
|
2016
Q3 | $484K | Sell |
9,419
-752
| -7% | -$38.6K | 0.09% | 272 |
|
|
2016
Q2 | $547K | Sell |
10,171
-312
| -3% | -$16.8K | 0.11% | 229 |
|
|
2016
Q1 | $542K | Buy |
10,483
+1,283
| +14% | +$66.3K | 0.13% | 208 |
|
|
2015
Q4 | $431K | Sell |
9,200
-321
| -3% | -$15K | 0.09% | 278 |
|
|
2015
Q3 | $426K | Buy |
9,521
+1,343
| +16% | +$60.1K | 0.1% | 263 |
|
|
2015
Q2 | $345K | Sell |
8,178
-4,574
| -36% | -$193K | 0.09% | 298 |
|
|
2015
Q1 | $565K | Buy |
12,752
+130
| +1% | +$5.76K | 0.14% | 194 |
|
|
2014
Q4 | $3.38K | Buy |
12,622
+5,970
| +90% | +$1.6K | 0.07% | 342 |
|
|
2014
Q3 | $290K | Sell |
6,652
-7,772
| -54% | -$339K | 0.08% | 372 |
|
|
2014
Q2 | $340K | Buy |
14,424
+7,178
| +99% | +$169K | 0.08% | 281 |
|
|
2014
Q1 | $318K | Buy |
7,246
+484
| +7% | +$21.2K | 0.1% | 250 |
|
|
2013
Q4 | $278K | Buy |
6,762
+399
| +6% | +$16.4K | 0.09% | 257 |
|
|
2013
Q3 | $262K | Sell |
6,363
-728
| -10% | -$30K | 0.09% | 254 |
|
|
2013
Q2 | $313K | Buy |
+7,091
| New | +$313K | 0.11% | 221 |
|