Capital Analysts LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53K | Buy |
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|
2025
Q2 | $51K | Hold |
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|
2025
Q1 | $51K | Sell |
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|
2024
Q4 | $82K | Buy |
|
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|
2024
Q3 | $47K | Hold |
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|
2024
Q2 | $41K | Buy |
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|
2024
Q1 | $36K | Hold |
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|
2023
Q4 | $35K | Sell |
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|
2023
Q3 | $35K | Sell |
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|
2023
Q2 | $40K | Sell |
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|
2023
Q1 | $60K | Buy |
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|
2022
Q4 | $41K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $570K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9.31K | Buy |
|