Capital Square’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 | $2.37M | Buy |
25,586
+159
| +0.6% | +$14.7K | 1.26% | 18 |
|
|
2025
Q1 | $2.34M | Buy |
25,427
+627
| +3% | +$57.7K | 1.37% | 14 |
|
|
2024
Q4 | $2.07M | Buy |
24,800
+953
| +4% | +$79.6K | 1.18% | 19 |
|
|
2024
Q3 | $2.15M | Sell |
23,847
-1,617
| -6% | -$146K | 1.31% | 15 |
|
|
2024
Q2 | $2.08M | Buy |
25,464
+185
| +0.7% | +$15.1K | 1.36% | 18 |
|
|
2024
Q1 | $1.81M | Buy |
25,279
+782
| +3% | +$56.1K | 1.28% | 20 |
|
|
2023
Q4 | $1.72M | Sell |
24,497
-499
| -2% | -$35K | 1.94% | 19 |
|
|
2023
Q3 | $1.66M | Buy |
24,996
+197
| +0.8% | +$13.1K | 2.24% | 13 |
|
|
2023
Q2 | $1.74M | Buy |
24,799
+63
| +0.3% | +$4.43K | 1.61% | 16 |
|
|
2023
Q1 | $1.79M | Buy |
24,736
+67
| +0.3% | +$4.85K | 1.65% | 15 |
|
|
2022
Q4 | $1.76M | Buy |
24,669
+108
| +0.4% | +$7.71K | 1.59% | 14 |
|
|
2022
Q3 | $1.67M | Buy |
24,561
+1,604
| +7% | +$109K | 1.52% | 17 |
|
|
2022
Q2 | $1.64M | Buy |
22,957
+840
| +4% | +$59.9K | 1.36% | 15 |
|
|
2022
Q1 | $1.6M | Buy |
22,117
+751
| +4% | +$54.4K | 1.14% | 21 |
|
|
2021
Q4 | $1.46M | Buy |
21,366
+5
| +0% | +$341 | 1.01% | 33 |
|
|
2021
Q3 | $1.32M | Buy |
21,361
+1,147
| +6% | +$70.8K | 0.94% | 37 |
|
|
2021
Q2 | $1.27M | Buy |
20,214
+2,753
| +16% | +$173K | 0.94% | 34 |
|
|
2021
Q1 | $1.1M | Buy |
17,461
+408
| +2% | +$25.6K | 0.81% | 38 |
|
|
2020
Q4 | $1.05M | Sell |
17,053
-137
| -0.8% | -$8.41K | 0.88% | 37 |
|
|
2020
Q3 | $932K | Sell |
17,190
-163
| -0.9% | -$8.84K | 0.97% | 30 |
|
|
2020
Q2 | $899K | Buy |
17,353
+58
| +0.3% | +$3.01K | 0.96% | 26 |
|
|
2020
Q1 | $936K | Buy |
17,295
+491
| +3% | +$26.6K | 1.09% | 20 |
|
|
2019
Q4 | $1.07M | Buy |
+16,804
| New | +$1.07M | 1.02% | 25 |
|