Childress Capital Advisors’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 | $594K | Buy |
6,467
+1,038
| +19% | +$95.3K | 0.15% | 106 |
|
|
2025
Q1 | $499K | Buy |
5,429
+250
| +5% | +$23K | 0.14% | 104 |
|
|
2024
Q4 | $426K | Buy |
5,179
+42
| +0.8% | +$3.46K | 0.12% | 115 |
|
|
2024
Q3 | $463K | Sell |
5,137
-32
| -0.6% | -$2.89K | 0.13% | 120 |
|
|
2024
Q2 | $401K | Buy |
5,169
+466
| +10% | +$36.1K | 0.11% | 123 |
|
|
2024
Q1 | $337K | Sell |
4,703
-438
| -9% | -$31.4K | 0.1% | 134 |
|
|
2023
Q4 | $360K | Buy |
5,141
+32
| +0.6% | +$2.24K | 0.11% | 116 |
|
|
2023
Q3 | $326K | Buy |
+5,109
| New | +$326K | 0.11% | 113 |
|
|
2023
Q1 | – | Sell |
-5,106
| Closed | -$365K | – | 160 |
|
|
2022
Q4 | $365K | Buy |
5,106
+1,217
| +31% | +$86.9K | 0.12% | 114 |
|
|
2022
Q3 | $269K | Buy |
3,889
+61
| +2% | +$4.22K | 0.1% | 131 |
|
|
2022
Q2 | $273K | Buy |
3,828
+28
| +0.7% | +$2K | 0.11% | 127 |
|
|
2022
Q1 | $277K | Sell |
3,800
-147
| -4% | -$10.7K | 0.1% | 143 |
|
|
2021
Q4 | $271K | Buy |
3,947
+366
| +10% | +$25.1K | 0.11% | 139 |
|
|
2021
Q3 | $221K | Buy |
+3,581
| New | +$221K | 0.09% | 167 |
|
|
2021
Q1 | – | Sell |
-2,112
| Closed | -$130K | – | 832 |
|
|
2020
Q4 | $130K | Buy |
+2,112
| New | +$130K | 0.08% | 123 |
|