Cary Street Partners Investment Advisory’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 | $247K | Buy |
2,685
+205
| +8% | +$18.8K | 0.12% | 189 |
|
|
2025
Q1 | $228K | Buy |
2,480
+242
| +11% | +$22.3K | 0.13% | 190 |
|
|
2024
Q4 | $184K | Sell |
2,238
-41,224
| -95% | -$3.39M | 0.12% | 190 |
|
|
2024
Q3 | $3.92M | Sell |
43,462
-264
| -0.6% | -$23.8K | 0.14% | 163 |
|
|
2024
Q2 | $3.39M | Buy |
43,726
+1,336
| +3% | +$104K | 0.14% | 174 |
|
|
2024
Q1 | $3.04M | Sell |
42,390
-640
| -1% | -$45.9K | 0.13% | 182 |
|
|
2023
Q4 | $3.02M | Buy |
43,030
+940
| +2% | +$65.9K | 0.14% | 172 |
|
|
2023
Q3 | $2.72M | Sell |
42,090
-1,559
| -4% | -$101K | 0.15% | 176 |
|
|
2023
Q2 | $3.07M | Buy |
43,649
+1,467
| +3% | +$103K | 0.2% | 138 |
|
|
2023
Q1 | $2.94M | Sell |
42,182
-4,372
| -9% | -$304K | 0.21% | 130 |
|
|
2022
Q4 | $3.32M | Sell |
46,554
-965
| -2% | -$68.9K | 0.24% | 105 |
|
|
2022
Q3 | $3.23M | Buy |
47,519
+3,143
| +7% | +$214K | 0.27% | 95 |
|
|
2022
Q2 | $3.16M | Buy |
44,376
+38,836
| +701% | +$2.77M | 0.27% | 100 |
|
|
2022
Q1 | $401K | Buy |
+5,540
| New | +$401K | 0.11% | 173 |
|
|
2021
Q2 | – | Sell |
-21,030
| Closed | -$158K | – | 342 |
|
|
2021
Q1 | $158K | Sell |
21,030
-4,564
| -18% | -$34.3K | 0.07% | 223 |
|
|
2020
Q4 | $1.57M | Buy |
25,594
+22,029
| +618% | +$1.35M | 0.3% | 86 |
|
|
2020
Q3 | $193K | Buy |
+3,565
| New | +$193K | 0.04% | 266 |
|
|
2020
Q1 | – | Sell |
-3,375
| Closed | -$215K | – | 122 |
|
|
2019
Q4 | $215K | Buy |
+3,375
| New | +$215K | 0.24% | 109 |
|