Centerpoint Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40K | Hold |
417
| – | – | 0.01% | 164 |
|
|
2025
Q4 | $36K | Sell |
417
-8
| -2% | -$730 | 0.01% | 185 |
|
|
2025
Q3 | $40K | Buy |
425
+71
| +20% | +$6.63K | 0.01% | 183 |
|
|
2025
Q2 | $33K | Buy |
354
+8
| +2% | +$719 | 0.01% | 181 |
|
|
2025
Q1 | $32K | Hold |
346
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $28K | Hold |
346
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $31K | Hold |
346
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $27K | Hold |
346
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $25K | Hold |
346
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $24K | Sell |
346
-16
| -4% | -$1.1K | 0.01% | 209 |
|
|
2023
Q3 | $23K | Buy |
362
+346
| +2,163% | +$24K | 0.01% | 211 |
|
|
2023
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $1K | Buy |
+16
| New | +$1.08K | ﹤0.01% | 533 |
|
|
2022
Q2 | – | Sell |
-67
| Closed | -$5K | – | 438 |
|
|
2022
Q1 | $5K | Sell |
67
-133
| -67% | -$9.01K | ﹤0.01% | 273 |
|
|
2021
Q4 | $14K | Buy |
+200
| New | +$12.8K | 0.01% | 200 |
|
|
2020
Q1 | – | Sell |
-304
| Closed | -$19K | – | 282 |
|
|
2019
Q4 | $19K | Hold |
304
| – | – | 0.01% | 142 |
|
|
2019
Q3 | $19K | Hold |
304
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $17K | Hold |
304
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $16K | Hold |
304
| – | – | 0.01% | 138 |
|
|
2018
Q4 | $13K | Hold |
304
| – | – | 0.01% | 148 |
|
|
2018
Q3 | $13K | Sell |
304
-442
| -59% | -$20.4K | 0.01% | 144 |
|
|
2018
Q2 | $35K | Buy |
746
+442
| +145% | +$19.8K | 0.03% | 110 |
|
|
2018
Q1 | $14K | Hold |
304
| – | – | 0.01% | 149 |
|
|
2017
Q4 | $15K | Buy |
+304
| New | +$15.5K | 0.01% | 131 |
|
Other funds holding SO
VCM
VPM
