Clear Creek Financial Management’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 | $827K | Sell |
9,004
-302
| -3% | -$27.7K | 0.08% | 257 |
|
|
2025
Q1 | $856K | Sell |
9,306
-188
| -2% | -$17.3K | 0.09% | 215 |
|
|
2024
Q4 | $782K | Buy |
9,494
+588
| +7% | +$48.4K | 0.08% | 227 |
|
|
2024
Q3 | $803K | Sell |
8,906
-443
| -5% | -$40K | 0.09% | 197 |
|
|
2024
Q2 | $725K | Buy |
9,349
+515
| +6% | +$40K | 0.09% | 201 |
|
|
2024
Q1 | $634K | Buy |
8,834
+1,408
| +19% | +$101K | 0.08% | 211 |
|
|
2023
Q4 | $521K | Buy |
7,426
+518
| +7% | +$36.3K | 0.08% | 190 |
|
|
2023
Q3 | $447K | Buy |
6,908
+13
| +0.2% | +$841 | 0.08% | 182 |
|
|
2023
Q2 | $484K | Sell |
6,895
-1
| -0% | -$70 | 0.08% | 180 |
|
|
2023
Q1 | $480K | Buy |
6,896
+506
| +8% | +$35.2K | 0.09% | 159 |
|
|
2022
Q4 | $456K | Buy |
6,390
+2,039
| +47% | +$146K | 0.1% | 160 |
|
|
2022
Q3 | $296K | Sell |
4,351
-235
| -5% | -$16K | 0.07% | 196 |
|
|
2022
Q2 | $327K | Sell |
4,586
-228
| -5% | -$16.3K | 0.07% | 204 |
|
|
2022
Q1 | $349K | Sell |
4,814
-45
| -0.9% | -$3.26K | 0.05% | 229 |
|
|
2021
Q4 | $333K | Sell |
4,859
-38
| -0.8% | -$2.6K | 0.05% | 236 |
|
|
2021
Q3 | $303K | Sell |
4,897
-7
| -0.1% | -$433 | 0.05% | 238 |
|
|
2021
Q2 | $297K | Buy |
+4,904
| New | +$297K | 0.05% | 232 |
|
|
2021
Q1 | – | Sell |
-5,022
| Closed | -$308K | – | 223 |
|
|
2020
Q4 | $308K | Buy |
+5,022
| New | +$308K | 0.06% | 239 |
|
|
2020
Q3 | – | Sell |
-5,265
| Closed | -$273K | – | 231 |
|
|
2020
Q2 | $273K | Buy |
5,265
+1,031
| +24% | +$53.5K | 0.07% | 191 |
|
|
2020
Q1 | $235K | Buy |
4,234
+389
| +10% | +$21.6K | 0.09% | 136 |
|
|
2019
Q4 | $245K | Sell |
3,845
-153
| -4% | -$9.75K | 0.1% | 110 |
|
|
2019
Q3 | $247K | Sell |
3,998
-1,369
| -26% | -$84.6K | 0.12% | 104 |
|
|
2019
Q2 | $296K | Buy |
+5,367
| New | +$296K | 0.13% | 89 |
|