Checchi Capital Advisers’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 | $1.22M | Sell |
13,249
-713
| -5% | -$65.5K | 0.07% | 184 |
|
|
2025
Q1 | $1.28M | Buy |
13,962
+474
| +4% | +$43.6K | 0.07% | 173 |
|
|
2024
Q4 | $1.11M | Buy |
13,488
+259
| +2% | +$21.3K | 0.06% | 178 |
|
|
2024
Q3 | $1.19M | Buy |
13,229
+80
| +0.6% | +$7.21K | 0.07% | 174 |
|
|
2024
Q2 | $1.02M | Sell |
13,149
-242
| -2% | -$18.8K | 0.05% | 182 |
|
|
2024
Q1 | $961K | Buy |
13,391
+102
| +0.8% | +$7.32K | 0.08% | 202 |
|
|
2023
Q4 | $932K | Sell |
13,289
-215
| -2% | -$15.1K | 0.08% | 193 |
|
|
2023
Q3 | $874K | Buy |
13,504
+482
| +4% | +$31.2K | 0.08% | 189 |
|
|
2023
Q2 | $915K | Buy |
13,022
+432
| +3% | +$30.3K | 0.08% | 184 |
|
|
2023
Q1 | $876K | Sell |
12,590
-43
| -0.3% | -$2.99K | 0.08% | 185 |
|
|
2022
Q4 | $902K | Sell |
12,633
-1,530
| -11% | -$109K | 0.09% | 170 |
|
|
2022
Q3 | $963K | Buy |
14,163
+118
| +0.8% | +$8.02K | 0.09% | 154 |
|
|
2022
Q2 | $1.08M | Buy |
14,045
+2,620
| +23% | +$201K | 0.09% | 151 |
|
|
2022
Q1 | $828K | Buy |
11,425
+272
| +2% | +$19.7K | 0.07% | 176 |
|
|
2021
Q4 | $765K | Buy |
11,153
+385
| +4% | +$26.4K | 0.07% | 181 |
|
|
2021
Q3 | $667K | Sell |
10,768
-510
| -5% | -$31.6K | 0.07% | 189 |
|
|
2021
Q2 | $682K | Buy |
11,278
+120
| +1% | +$7.26K | 0.07% | 188 |
|
|
2021
Q1 | $694K | Buy |
11,158
+504
| +5% | +$31.3K | 0.07% | 179 |
|
|
2020
Q4 | $654K | Buy |
10,654
+95
| +0.9% | +$5.83K | 0.07% | 183 |
|
|
2020
Q3 | $573K | Sell |
10,559
-637
| -6% | -$34.6K | 0.06% | 183 |
|
|
2020
Q2 | $581K | Buy |
11,196
+309
| +3% | +$16K | 0.07% | 176 |
|
|
2020
Q1 | $589K | Buy |
10,887
+1,194
| +12% | +$64.6K | 0.06% | 143 |
|
|
2019
Q4 | $617K | Buy |
9,693
+837
| +9% | +$53.3K | 0.08% | 164 |
|
|
2019
Q3 | $547K | Sell |
8,856
-77
| -0.9% | -$4.76K | 0.07% | 173 |
|
|
2019
Q2 | $494K | Sell |
8,933
-7
| -0.1% | -$387 | 0.06% | 186 |
|
|
2019
Q1 | $462K | Buy |
8,940
+140
| +2% | +$7.24K | 0.05% | 184 |
|
|
2018
Q4 | $387K | Sell |
8,800
-799
| -8% | -$35.1K | 0.05% | 202 |
|
|
2018
Q3 | $419K | Buy |
9,599
+953
| +11% | +$41.6K | 0.05% | 240 |
|
|
2018
Q2 | $400K | Buy |
8,646
+20
| +0.2% | +$925 | 0.05% | 233 |
|
|
2018
Q1 | $385K | Sell |
8,626
-188
| -2% | -$8.39K | 0.05% | 228 |
|
|
2017
Q4 | $424K | Buy |
8,814
+343
| +4% | +$16.5K | 0.06% | 222 |
|
|
2017
Q3 | $416K | Sell |
8,471
-1,006
| -11% | -$49.4K | 0.04% | 198 |
|
|
2017
Q2 | $454K | Sell |
9,477
-669
| -7% | -$32K | 0.05% | 181 |
|
|
2017
Q1 | $505K | Sell |
10,146
-571
| -5% | -$28.4K | 0.06% | 169 |
|
|
2016
Q4 | $527K | Buy |
10,717
+640
| +6% | +$31.5K | 0.07% | 156 |
|
|
2016
Q3 | $517K | Buy |
10,077
+1,108
| +12% | +$56.8K | 0.06% | 147 |
|
|
2016
Q2 | $481K | Sell |
8,969
-615
| -6% | -$33K | 0.05% | 151 |
|
|
2016
Q1 | $496K | Buy |
9,584
+661
| +7% | +$34.2K | 0.11% | 148 |
|
|
2015
Q4 | $418K | Buy |
8,923
+278
| +3% | +$13K | 0.11% | 171 |
|
|
2015
Q3 | $386K | Buy |
8,645
+62
| +0.7% | +$2.77K | 0.1% | 164 |
|
|
2015
Q2 | $360K | Hold |
8,583
| – | – | 0.09% | 191 |
|
|
2015
Q1 | $380K | Buy |
8,583
+100
| +1% | +$4.43K | 0.11% | 172 |
|
|
2014
Q4 | $417K | Buy |
8,483
+1,854
| +28% | +$91.1K | 0.16% | 137 |
|
|
2014
Q3 | $289K | Buy |
6,629
+1,024
| +18% | +$44.6K | 0.12% | 181 |
|
|
2014
Q2 | $254K | Buy |
+5,605
| New | +$254K | 0.12% | 180 |
|