CA
Carson Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
69,033
-377
| -0.5% | -$34.6K | 4.03% | 3 |
|
|
2025
Q1 | $6.38M | Buy |
69,410
+4
| +0% | +$368 | 4.3% | 3 |
|
|
2024
Q4 | $5.71M | Sell |
69,406
-1,301
| -2% | -$107K | 3.97% | 3 |
|
|
2024
Q3 | $6.38M | Buy |
70,707
+739
| +1% | +$66.6K | 4% | 3 |
|
|
2024
Q2 | $5.43M | Buy |
69,968
+23
| +0% | +$1.78K | 3.81% | 3 |
|
|
2024
Q1 | $5.02M | Sell |
69,945
-283
| -0.4% | -$20.3K | 3.53% | 3 |
|
|
2023
Q4 | $4.92M | Sell |
70,228
-539
| -0.8% | -$37.8K | 3.83% | 3 |
|
|
2023
Q3 | $4.58M | Sell |
70,767
-206
| -0.3% | -$13.3K | 4.01% | 2 |
|
|
2023
Q2 | $4.99M | Sell |
70,973
-798
| -1% | -$56.1K | 4.21% | 1 |
|
|
2023
Q1 | $4.99M | Sell |
71,771
-1,145
| -2% | -$79.7K | 4.44% | 1 |
|
|
2022
Q4 | $5.21M | Buy |
72,916
+2,618
| +4% | +$187K | 4.99% | 1 |
|
|
2022
Q3 | $4.78M | Buy |
70,298
+194
| +0.3% | +$13.2K | 5.3% | 1 |
|
|
2022
Q2 | $5M | Sell |
70,104
-2,638
| -4% | -$188K | 5.58% | 1 |
|
|
2022
Q1 | $5.28M | Buy |
72,742
+1,524
| +2% | +$111K | 5.25% | 1 |
|
|
2021
Q4 | $4.88M | Buy |
+71,218
| New | +$4.88M | 4.95% | 1 |
|