Capital Analysts LLC’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 | $51K | Hold |
556
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $51K | Sell |
556
-444
| -44% | -$40.7K | ﹤0.01% | 786 |
|
|
2024
Q4 | $82K | Buy |
1,000
+476
| +91% | +$39K | ﹤0.01% | 654 |
|
|
2024
Q3 | $47K | Hold |
524
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $41K | Buy |
524
+24
| +5% | +$1.88K | ﹤0.01% | 748 |
|
|
2024
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $35K | Sell |
500
-43
| -8% | -$3.01K | ﹤0.01% | 726 |
|
|
2023
Q3 | $35K | Sell |
543
-32
| -6% | -$2.06K | ﹤0.01% | 684 |
|
|
2023
Q2 | $40K | Sell |
575
-286
| -33% | -$19.9K | ﹤0.01% | 626 |
|
|
2023
Q1 | $60K | Buy |
861
+286
| +50% | +$19.9K | ﹤0.01% | 560 |
|
|
2022
Q4 | $41K | Sell |
575
-182
| -24% | -$13K | ﹤0.01% | 655 |
|
|
2022
Q3 | $52K | Buy |
757
+30
| +4% | +$2.06K | ﹤0.01% | 560 |
|
|
2022
Q2 | $52K | Buy |
727
+52
| +8% | +$3.72K | ﹤0.01% | 549 |
|
|
2022
Q1 | $49K | Sell |
675
-74
| -10% | -$5.37K | ﹤0.01% | 549 |
|
|
2021
Q4 | $51K | Buy |
749
+1
| +0.1% | +$68 | ﹤0.01% | 572 |
|
|
2021
Q3 | $46K | Buy |
748
+248
| +50% | +$15.3K | ﹤0.01% | 587 |
|
|
2021
Q2 | $30K | Sell |
500
-8,668
| -95% | -$520K | ﹤0.01% | 618 |
|
|
2021
Q1 | $570K | Buy |
+9,168
| New | +$570K | 0.04% | 242 |
|
|
2016
Q2 | – | Sell |
-180
| Closed | -$9.31K | – | 376 |
|
|
2016
Q1 | $9.31K | Buy |
+180
| New | +$9.31K | ﹤0.01% | 341 |
|