Certuity’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 | $433K | Sell |
4,719
-231
| -5% | -$21.2K | 0.04% | 228 |
|
|
2025
Q1 | $455K | Buy |
4,950
+57
| +1% | +$5.24K | 0.05% | 199 |
|
|
2024
Q4 | $403K | Buy |
4,893
+493
| +11% | +$40.6K | 0.04% | 210 |
|
|
2024
Q3 | $397K | Sell |
4,400
-219
| -5% | -$19.7K | 0.04% | 207 |
|
|
2024
Q2 | $358K | Sell |
4,619
-150
| -3% | -$11.6K | 0.03% | 226 |
|
|
2024
Q1 | $342K | Sell |
4,769
-412
| -8% | -$29.6K | 0.03% | 226 |
|
|
2023
Q4 | $363K | Buy |
+5,181
| New | +$363K | 0.04% | 217 |
|
|
2022
Q2 | – | Sell |
-6,920
| Closed | -$502K | – | 281 |
|
|
2022
Q1 | $502K | Sell |
6,920
-8,098
| -54% | -$587K | 0.11% | 134 |
|
|
2021
Q4 | $1.03M | Sell |
15,018
-420
| -3% | -$28.8K | 0.22% | 69 |
|
|
2021
Q3 | $957K | Buy |
15,438
+3,900
| +34% | +$242K | 0.19% | 88 |
|
|
2021
Q2 | $698K | Buy |
11,538
+2,896
| +34% | +$175K | 0.16% | 89 |
|
|
2021
Q1 | $537K | Buy |
+8,642
| New | +$537K | 0.14% | 102 |
|