Certified Advisory Corp’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 | $798K | Buy |
8,686
+4
| +0% | +$367 | 0.08% | 168 |
|
|
2025
Q1 | $798K | Sell |
8,682
-1,303
| -13% | -$120K | 0.09% | 160 |
|
|
2024
Q4 | $822K | Sell |
9,985
-9
| -0.1% | -$741 | 0.09% | 155 |
|
|
2024
Q3 | $901K | Buy |
9,994
+2,207
| +28% | +$199K | 0.1% | 151 |
|
|
2024
Q2 | $604K | Buy |
+7,787
| New | +$604K | 0.08% | 171 |
|
|
2023
Q4 | – | Sell |
-1,302
| Closed | -$84.3K | – | 310 |
|
|
2023
Q3 | $84.3K | Buy |
1,302
+3
| +0.2% | +$194 | 0.02% | 245 |
|
|
2023
Q2 | $91.2K | Buy |
1,299
+4
| +0.3% | +$281 | 0.02% | 227 |
|
|
2023
Q1 | $90.1K | Buy |
+1,295
| New | +$90.1K | 0.02% | 242 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$3K | – | 252 |
|
|
2022
Q2 | $3K | Sell |
42
-969
| -96% | -$69.2K | ﹤0.01% | 209 |
|
|
2022
Q1 | $73K | Buy |
+1,011
| New | +$73K | 0.02% | 221 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$3K | – | 252 |
|
|
2021
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 220 |
|
|
2021
Q2 | – | Sell |
-887
| Closed | -$56K | – | 650 |
|
|
2021
Q1 | $56K | Buy |
+887
| New | +$56K | 0.01% | 333 |
|
|
2020
Q2 | $42K | Buy |
823
+3
| +0.4% | +$153 | 0.01% | 329 |
|
|
2020
Q1 | $44K | Buy |
820
+3
| +0.4% | +$161 | 0.02% | 299 |
|
|
2019
Q4 | $52K | Buy |
817
+3
| +0.4% | +$191 | 0.02% | 312 |
|
|
2019
Q3 | $51K | Buy |
814
+4
| +0.5% | +$251 | 0.02% | 315 |
|
|
2019
Q2 | $44K | Buy |
810
+3
| +0.4% | +$163 | 0.02% | 340 |
|
|
2019
Q1 | $42K | Buy |
807
+42
| +5% | +$2.19K | 0.02% | 319 |
|
|
2018
Q4 | $34K | Sell |
765
-7,004
| -90% | -$311K | 0.02% | 333 |
|
|
2018
Q3 | $339K | Sell |
7,769
-707
| -8% | -$30.9K | 0.16% | 113 |
|
|
2018
Q2 | $393K | Buy |
8,476
+1
| +0% | +$46 | 0.22% | 99 |
|
|
2018
Q1 | $378K | Hold |
8,475
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $407K | Buy |
+8,475
| New | +$407K | 0.29% | 74 |
|