CIA
Cape Investment Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
24,045
+575
| +2% | +$52.8K | 0.81% | 24 |
|
|
2025
Q1 | $2.16M | Buy |
23,470
+513
| +2% | +$47.2K | 0.86% | 23 |
|
|
2024
Q4 | $1.89M | Buy |
22,957
+1,212
| +6% | +$99.8K | 0.74% | 28 |
|
|
2024
Q3 | $1.96M | Buy |
21,745
+375
| +2% | +$33.8K | 0.79% | 27 |
|
|
2024
Q2 | $1.66M | Buy |
21,370
+5,820
| +37% | +$451K | 0.74% | 31 |
|
|
2024
Q1 | $1.12M | Buy |
15,550
+1,493
| +11% | +$107K | 0.52% | 40 |
|
|
2023
Q4 | $986K | Sell |
14,057
-545
| -4% | -$38.2K | 0.48% | 42 |
|
|
2023
Q3 | $945K | Buy |
14,602
+4,375
| +43% | +$283K | 0.54% | 42 |
|
|
2023
Q2 | $718K | Buy |
10,227
+695
| +7% | +$48.8K | 0.4% | 53 |
|
|
2023
Q1 | $663K | Buy |
+9,532
| New | +$663K | 0.4% | 52 |
|