Clarius Group LLC’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 | $543K | Sell |
5,915
-587
| -9% | -$53.9K | 0.03% | 234 |
|
|
2025
Q1 | $598K | Sell |
6,502
-39
| -0.6% | -$3.59K | 0.04% | 211 |
|
|
2024
Q4 | $538K | Buy |
6,541
+13
| +0.2% | +$1.07K | 0.04% | 208 |
|
|
2024
Q3 | $586K | Sell |
6,528
-228
| -3% | -$20.5K | 0.04% | 195 |
|
|
2024
Q2 | $524K | Sell |
6,756
-305
| -4% | -$23.7K | 0.04% | 204 |
|
|
2024
Q1 | $507K | Sell |
7,061
-2,032
| -22% | -$146K | 0.04% | 224 |
|
|
2023
Q4 | $638K | Sell |
9,093
-413
| -4% | -$29K | 0.05% | 197 |
|
|
2023
Q3 | $615K | Sell |
9,506
-3,412
| -26% | -$221K | 0.06% | 182 |
|
|
2023
Q2 | $907K | Buy |
12,918
+828
| +7% | +$58.2K | 0.07% | 148 |
|
|
2023
Q1 | $841K | Buy |
12,090
+347
| +3% | +$24.1K | 0.07% | 153 |
|
|
2022
Q4 | $839K | Buy |
11,743
+738
| +7% | +$52.7K | 0.08% | 156 |
|
|
2022
Q3 | $748K | Buy |
11,005
+184
| +2% | +$12.5K | 0.07% | 157 |
|
|
2022
Q2 | $772K | Buy |
10,821
+209
| +2% | +$14.9K | 0.08% | 152 |
|
|
2022
Q1 | $728K | Hold |
10,612
| – | – | 0.06% | 177 |
|
|
2021
Q4 | $728K | Buy |
10,612
+152
| +1% | +$10.4K | 0.06% | 177 |
|
|
2021
Q3 | $648K | Buy |
10,460
+290
| +3% | +$18K | 0.06% | 176 |
|
|
2021
Q2 | $615K | Buy |
+10,170
| New | +$615K | 0.06% | 178 |
|
|
2021
Q1 | – | Sell |
-8,202
| Closed | -$504K | – | 393 |
|
|
2020
Q4 | $504K | Buy |
8,202
+1,142
| +16% | +$70.2K | 0.05% | 177 |
|
|
2020
Q3 | $383K | Sell |
7,060
-1,137
| -14% | -$61.7K | 0.05% | 178 |
|
|
2020
Q2 | $425K | Buy |
8,197
+429
| +6% | +$22.2K | 0.06% | 160 |
|
|
2020
Q1 | $421K | Buy |
7,768
+172
| +2% | +$9.32K | 0.08% | 129 |
|
|
2019
Q4 | $498K | Buy |
7,596
+959
| +14% | +$62.9K | 0.08% | 128 |
|
|
2019
Q3 | $410K | Buy |
6,637
+423
| +7% | +$26.1K | 0.08% | 145 |
|
|
2019
Q2 | $343K | Buy |
6,214
+1,291
| +26% | +$71.3K | 0.07% | 149 |
|
|
2019
Q1 | $254K | Buy |
+4,923
| New | +$254K | 0.06% | 165 |
|