Capital Investment 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 | $1.94M | Buy |
21,173
+106
| +0.5% | +$9.73K | 0.16% | 147 |
|
|
2025
Q1 | $1.94M | Buy |
21,067
+652
| +3% | +$60K | 0.17% | 136 |
|
|
2024
Q4 | $1.68M | Sell |
20,415
-449
| -2% | -$37K | 0.16% | 140 |
|
|
2024
Q3 | $1.88M | Buy |
20,864
+116
| +0.6% | +$10.5K | 0.18% | 131 |
|
|
2024
Q2 | $1.61M | Sell |
20,748
-818
| -4% | -$63.5K | 0.17% | 132 |
|
|
2024
Q1 | $1.55M | Sell |
21,566
-2,845
| -12% | -$204K | 0.17% | 144 |
|
|
2023
Q4 | $1.71M | Buy |
24,411
+4,351
| +22% | +$305K | 0.16% | 117 |
|
|
2023
Q3 | $1.3M | Buy |
20,060
+547
| +3% | +$35.4K | 0.13% | 145 |
|
|
2023
Q2 | $1.37M | Sell |
19,513
-28
| -0.1% | -$1.97K | 0.14% | 137 |
|
|
2023
Q1 | $1.36M | Sell |
19,541
-3,654
| -16% | -$254K | 0.16% | 128 |
|
|
2022
Q4 | $1.66M | Buy |
23,195
+1,870
| +9% | +$134K | 0.2% | 97 |
|
|
2022
Q3 | $1.45M | Buy |
21,325
+947
| +5% | +$64.4K | 0.19% | 102 |
|
|
2022
Q2 | $1.45M | Sell |
20,378
-361
| -2% | -$25.7K | 0.18% | 120 |
|
|
2022
Q1 | $1.5M | Buy |
20,739
+32
| +0.2% | +$2.32K | 0.16% | 129 |
|
|
2021
Q4 | $1.42M | Buy |
20,707
+1,771
| +9% | +$121K | 0.17% | 130 |
|
|
2021
Q3 | $1.17M | Sell |
18,936
-11
| -0.1% | -$681 | 0.15% | 136 |
|
|
2021
Q2 | $1.15M | Buy |
18,947
+759
| +4% | +$45.9K | 0.14% | 139 |
|
|
2021
Q1 | $1.13M | Buy |
18,188
+2,423
| +15% | +$151K | 0.16% | 135 |
|
|
2020
Q4 | $968K | Buy |
15,765
+967
| +7% | +$59.4K | 0.14% | 149 |
|
|
2020
Q3 | $802K | Buy |
14,798
+1,820
| +14% | +$98.6K | 0.15% | 140 |
|
|
2020
Q2 | $673K | Buy |
12,978
+225
| +2% | +$11.7K | 0.14% | 143 |
|
|
2020
Q1 | $690K | Buy |
12,753
+5
| +0% | +$271 | 0.17% | 121 |
|
|
2019
Q4 | $812K | Buy |
12,748
+326
| +3% | +$20.8K | 0.22% | 101 |
|
|
2019
Q3 | $767K | Buy |
12,422
+208
| +2% | +$12.8K | 0.21% | 96 |
|
|
2019
Q2 | $678K | Buy |
12,214
+951
| +8% | +$52.8K | 0.21% | 102 |
|
|
2019
Q1 | $582K | Buy |
11,263
+962
| +9% | +$49.7K | 0.22% | 95 |
|
|
2018
Q4 | $452K | Sell |
10,301
-464
| -4% | -$20.4K | 0.19% | 102 |
|
|
2018
Q3 | $469K | Buy |
10,765
+90
| +0.8% | +$3.92K | 0.22% | 111 |
|
|
2018
Q2 | $494K | Buy |
10,675
+452
| +4% | +$20.9K | 0.25% | 101 |
|
|
2018
Q1 | $457K | Buy |
10,223
+2,368
| +30% | +$106K | 0.26% | 100 |
|
|
2017
Q4 | $378K | Sell |
7,855
-503
| -6% | -$24.2K | 0.22% | 116 |
|
|
2017
Q3 | $411K | Sell |
8,358
-250
| -3% | -$12.3K | 0.25% | 96 |
|
|
2017
Q2 | $412K | Buy |
8,608
+454
| +6% | +$21.7K | 0.27% | 92 |
|
|
2017
Q1 | $406K | Buy |
8,154
+1,901
| +30% | +$94.7K | 0.3% | 85 |
|
|
2016
Q4 | $308K | Buy |
+6,253
| New | +$308K | 0.27% | 93 |
|