Capital Advisors Ltd’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 | $170K | Hold |
1,850
| – | – | 0.02% | 289 |
|
|
2025
Q1 | $170K | Buy |
1,850
+748
| +68% | +$68.7K | 0.02% | 289 |
|
|
2024
Q4 | $91K | Buy |
1,102
+1
| +0.1% | +$83 | 0.01% | 351 |
|
|
2024
Q3 | $99K | Hold |
1,101
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $85K | Sell |
1,101
-6
| -0.5% | -$463 | 0.01% | 356 |
|
|
2024
Q1 | $79K | Sell |
1,107
-65
| -6% | -$4.64K | 0.01% | 367 |
|
|
2023
Q4 | $82K | Buy |
1,172
+52
| +5% | +$3.64K | 0.01% | 352 |
|
|
2023
Q3 | $72K | Sell |
1,120
-44
| -4% | -$2.83K | 0.01% | 363 |
|
|
2023
Q2 | $82K | Buy |
1,164
+209
| +22% | +$14.7K | 0.01% | 362 |
|
|
2023
Q1 | $66K | Sell |
955
-30
| -3% | -$2.07K | 0.01% | 349 |
|
|
2022
Q4 | $53K | Buy |
985
+133
| +16% | +$7.16K | 0.01% | 368 |
|
|
2022
Q3 | $58K | Buy |
852
+111
| +15% | +$7.56K | 0.01% | 354 |
|
|
2022
Q2 | $53K | Buy |
741
+15
| +2% | +$1.07K | 0.01% | 357 |
|
|
2022
Q1 | $53K | Buy |
726
+27
| +4% | +$1.97K | 0.01% | 364 |
|
|
2021
Q4 | $48K | Buy |
699
+9
| +1% | +$618 | 0.01% | 361 |
|
|
2021
Q3 | $43K | Hold |
690
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $42K | Hold |
690
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $43K | Hold |
690
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $42K | Hold |
690
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $37K | Hold |
690
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $36K | Hold |
690
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $37K | Hold |
690
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $44K | Sell |
690
-90
| -12% | -$5.74K | 0.01% | 267 |
|
|
2019
Q3 | $48K | Buy |
780
+180
| +30% | +$11.1K | 0.01% | 260 |
|
|
2019
Q2 | $33K | Buy |
600
+400
| +200% | +$22K | 0.01% | 305 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 372 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 338 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 328 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 308 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 293 |
|
|
2016
Q2 | $11K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | 0.01% | 271 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 270 |
|
|
2015
Q3 | $9K | Sell |
200
-340
| -63% | -$15.3K | 0.01% | 261 |
|
|
2015
Q2 | $23K | Buy |
540
+340
| +170% | +$14.5K | 0.01% | 239 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
|
2014
Q4 | $10K | Hold |
200
| – | – | 0.01% | 256 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 267 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 252 |
|