Capital Asset Advisory Services’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 | $405K | Sell |
4,383
-1,257
| -22% | -$116K | 0.02% | 192 |
|
|
2025
Q1 | $515K | Buy |
5,640
+98
| +2% | +$8.95K | 0.03% | 166 |
|
|
2024
Q4 | $456K | Buy |
5,542
+19
| +0.3% | +$1.56K | 0.02% | 191 |
|
|
2024
Q3 | $493K | Buy |
5,523
+104
| +2% | +$9.29K | 0.02% | 185 |
|
|
2024
Q2 | $423K | Sell |
5,419
-808
| -13% | -$63.1K | 0.02% | 199 |
|
|
2024
Q1 | $435K | Sell |
6,227
-845
| -12% | -$59.1K | 0.02% | 199 |
|
|
2023
Q4 | $496K | Sell |
7,072
-1,104
| -14% | -$77.4K | 0.03% | 195 |
|
|
2023
Q3 | $549K | Sell |
8,176
-1,764
| -18% | -$118K | 0.04% | 180 |
|
|
2023
Q2 | $710K | Sell |
9,940
-342
| -3% | -$24.4K | 0.05% | 162 |
|
|
2023
Q1 | $715K | Sell |
10,282
-322
| -3% | -$22.4K | 0.05% | 157 |
|
|
2022
Q4 | $791K | Sell |
10,604
-1,846
| -15% | -$138K | 0.06% | 154 |
|
|
2022
Q3 | $847K | Sell |
12,450
-2,151
| -15% | -$146K | 0.11% | 104 |
|
|
2022
Q2 | $1.04M | Buy |
14,601
+199
| +1% | +$14.2K | 0.11% | 120 |
|
|
2022
Q1 | $1.04M | Buy |
14,402
+789
| +6% | +$57.2K | 0.11% | 140 |
|
|
2021
Q4 | $934K | Sell |
13,613
-1,317
| -9% | -$90.4K | 0.1% | 150 |
|
|
2021
Q3 | $925K | Buy |
14,930
+739
| +5% | +$45.8K | 0.1% | 147 |
|
|
2021
Q2 | $859K | Buy |
14,191
+307
| +2% | +$18.6K | 0.09% | 159 |
|
|
2021
Q1 | $863K | Buy |
13,884
+1,659
| +14% | +$103K | 0.13% | 151 |
|
|
2020
Q4 | $751K | Buy |
12,225
+2,333
| +24% | +$143K | 0.13% | 126 |
|
|
2020
Q3 | $536K | Buy |
9,892
+115
| +1% | +$6.23K | 0.11% | 149 |
|
|
2020
Q2 | $530K | Buy |
9,777
+1,064
| +12% | +$57.7K | 0.11% | 160 |
|
|
2020
Q1 | $469K | Sell |
8,713
-1,366
| -14% | -$73.5K | 0.12% | 139 |
|
|
2019
Q4 | $691K | Buy |
+10,079
| New | +$691K | 0.16% | 123 |
|