Claro 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 | $1.01M | Sell |
10,996
-10,656
| -49% | -$979K | 0.17% | 117 |
|
|
2025
Q1 | $1.99M | Sell |
21,652
-702
| -3% | -$64.6K | 0.27% | 67 |
|
|
2024
Q4 | $1.84M | Sell |
22,354
-3,883
| -15% | -$320K | 0.25% | 77 |
|
|
2024
Q3 | $2.37M | Buy |
26,237
+1,160
| +5% | +$105K | 0.31% | 61 |
|
|
2024
Q2 | $1.95M | Buy |
25,077
+1,013
| +4% | +$78.6K | 0.3% | 62 |
|
|
2024
Q1 | $1.73M | Buy |
24,064
+864
| +4% | +$62K | 0.3% | 66 |
|
|
2023
Q4 | $1.63M | Sell |
23,200
-1,150
| -5% | -$80.6K | 0.35% | 52 |
|
|
2023
Q3 | $1.58M | Buy |
24,350
+1,610
| +7% | +$104K | 0.39% | 53 |
|
|
2023
Q2 | $1.6M | Buy |
22,740
+1,344
| +6% | +$94.4K | 0.4% | 52 |
|
|
2023
Q1 | $1.49M | Buy |
21,396
+822
| +4% | +$57.2K | 0.44% | 50 |
|
|
2022
Q4 | $1.47M | Buy |
20,574
+8,819
| +75% | +$630K | 0.48% | 49 |
|
|
2022
Q3 | $838K | Hold |
11,755
| – | – | 0.33% | 74 |
|
|
2022
Q2 | $838K | Buy |
11,755
+2,253
| +24% | +$161K | 0.33% | 74 |
|
|
2022
Q1 | $652K | Hold |
9,502
| – | – | 0.23% | 116 |
|
|
2021
Q4 | $652K | Buy |
9,502
+280
| +3% | +$19.2K | 0.23% | 116 |
|
|
2021
Q3 | $571K | Buy |
9,222
+571
| +7% | +$35.4K | 0.24% | 123 |
|
|
2021
Q2 | $523K | Buy |
8,651
+193
| +2% | +$11.7K | 0.24% | 123 |
|
|
2021
Q1 | $526K | Buy |
8,458
+303
| +4% | +$18.8K | 0.27% | 109 |
|
|
2020
Q4 | $501K | Sell |
8,155
-300
| -4% | -$18.4K | 0.27% | 110 |
|
|
2020
Q3 | $458K | Sell |
8,455
-145
| -2% | -$7.86K | 0.29% | 103 |
|
|
2020
Q2 | $446K | Buy |
8,600
+47
| +0.5% | +$2.44K | 0.31% | 95 |
|
|
2020
Q1 | $463K | Buy |
8,553
+270
| +3% | +$14.6K | 0.43% | 69 |
|
|
2019
Q4 | $528K | Buy |
8,283
+2,728
| +49% | +$174K | 0.41% | 71 |
|
|
2019
Q3 | $343K | Buy |
5,555
+18
| +0.3% | +$1.11K | 0.3% | 104 |
|
|
2019
Q2 | $306K | Sell |
5,537
-137
| -2% | -$7.57K | 0.28% | 113 |
|
|
2019
Q1 | $293K | Buy |
5,674
+530
| +10% | +$27.4K | 0.29% | 112 |
|
|
2018
Q4 | $224K | Buy |
+5,144
| New | +$224K | 0.18% | 121 |
|