Ballew 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 | $525K | Buy |
5,738
+8
| +0.1% | +$732 | 0.31% | 68 |
|
|
2025
Q1 | $515K | Sell |
5,730
-119
| -2% | -$10.7K | 0.35% | 65 |
|
|
2024
Q4 | $479K | Buy |
5,849
+8
| +0.1% | +$655 | 0.31% | 65 |
|
|
2024
Q3 | $519K | Sell |
5,841
-644
| -10% | -$57.3K | 0.35% | 62 |
|
|
2024
Q2 | $519K | Sell |
6,485
-33
| -0.5% | -$2.64K | 0.34% | 64 |
|
|
2024
Q1 | $455K | Buy |
6,518
+17
| +0.3% | +$1.19K | 0.31% | 70 |
|
|
2023
Q4 | $457K | Sell |
6,501
-230
| -3% | -$16.2K | 0.34% | 64 |
|
|
2023
Q3 | $435K | Buy |
6,731
+16
| +0.2% | +$1.03K | 0.36% | 68 |
|
|
2023
Q2 | $475K | Hold |
6,715
| – | – | 0.34% | 70 |
|
|
2023
Q1 | $469K | Sell |
6,715
-374
| -5% | -$26.1K | 0.34% | 71 |
|
|
2022
Q4 | $499K | Buy |
7,089
+806
| +13% | +$56.7K | 0.38% | 61 |
|
|
2022
Q3 | $402K | Buy |
+6,283
| New | +$402K | 0.36% | 61 |
|
|
2018
Q4 | – | Sell |
-1,583
| Closed | -$71K | – | 387 |
|
|
2018
Q3 | $71K | Buy |
1,583
+14
| +0.9% | +$628 | 0.07% | 134 |
|
|
2018
Q2 | $73K | Buy |
1,569
+16
| +1% | +$744 | 0.08% | 127 |
|
|
2018
Q1 | $69K | Buy |
+1,553
| New | +$69K | 0.06% | 135 |
|