Cladis Investment Advisory’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 | $474K | Hold |
5,160
| – | – | 0.3% | 92 |
|
|
2025
Q1 | $474K | Hold |
5,160
| – | – | 0.34% | 83 |
|
|
2024
Q4 | $425K | Hold |
5,160
| – | – | 0.3% | 84 |
|
|
2024
Q3 | $465K | Hold |
5,160
| – | – | 0.32% | 84 |
|
|
2024
Q2 | $400K | Hold |
5,160
| – | – | 0.29% | 91 |
|
|
2024
Q1 | $370K | Hold |
5,160
| – | – | 0.27% | 95 |
|
|
2023
Q4 | $362K | Hold |
5,160
| – | – | 0.28% | 88 |
|
|
2023
Q3 | $334K | Hold |
5,160
| – | – | 0.29% | 88 |
|
|
2023
Q2 | $362K | Buy |
5,160
+160
| +3% | +$11.2K | 0.32% | 82 |
|
|
2023
Q1 | $348K | Hold |
5,000
| – | – | 0.31% | 87 |
|
|
2022
Q4 | $357K | Hold |
5,000
| – | – | 0.36% | 82 |
|
|
2022
Q3 | $340K | Hold |
5,000
| – | – | 0.37% | 86 |
|
|
2022
Q2 | $357K | Hold |
5,000
| – | – | 0.36% | 85 |
|
|
2022
Q1 | $363K | Hold |
5,000
| – | – | 0.29% | 97 |
|
|
2021
Q4 | $343K | Buy |
+5,000
| New | +$343K | 0.28% | 110 |
|