Clearstead 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 | $5.14M | Buy |
55,947
+522
| +0.9% | +$47.9K | 0.07% | 193 |
|
|
2025
Q1 | $5.1M | Sell |
55,425
-6
| -0% | -$552 | 0.08% | 180 |
|
|
2024
Q4 | $4.56M | Sell |
55,431
-797
| -1% | -$65.6K | 0.07% | 190 |
|
|
2024
Q3 | $5.07M | Sell |
56,228
-1,749
| -3% | -$158K | 0.08% | 179 |
|
|
2024
Q2 | $4.5M | Buy |
57,977
+49,643
| +596% | +$3.85M | 0.08% | 185 |
|
|
2024
Q1 | $656K | Buy |
8,334
+324
| +4% | +$25.5K | 0.03% | 281 |
|
|
2023
Q4 | $562K | Sell |
8,010
-18,867
| -70% | -$1.32M | 0.03% | 293 |
|
|
2023
Q3 | $1.74M | Buy |
26,877
+19,163
| +248% | +$1.24M | 0.05% | 226 |
|
|
2023
Q2 | $542K | Buy |
7,714
+133
| +2% | +$9.34K | 0.03% | 282 |
|
|
2023
Q1 | $527K | Buy |
7,581
+706
| +10% | +$49.1K | 0.04% | 249 |
|
|
2022
Q4 | $491K | Sell |
6,875
-1,048
| -13% | -$74.8K | 0.04% | 256 |
|
|
2022
Q3 | $539K | Sell |
7,923
-10,047
| -56% | -$683K | 0.05% | 211 |
|
|
2022
Q2 | $1.28M | Buy |
17,970
+906
| +5% | +$64.6K | 0.1% | 150 |
|
|
2022
Q1 | $1.24M | Buy |
17,064
+485
| +3% | +$35.2K | 0.08% | 161 |
|
|
2021
Q4 | $1.14M | Sell |
16,579
-118
| -0.7% | -$8.09K | 0.08% | 170 |
|
|
2021
Q3 | $1.04M | Buy |
16,697
+858
| +5% | +$53.2K | 0.08% | 168 |
|
|
2021
Q2 | $958K | Sell |
15,839
-42
| -0.3% | -$2.54K | 0.07% | 172 |
|
|
2021
Q1 | $987K | Buy |
15,881
+72
| +0.5% | +$4.48K | 0.08% | 159 |
|
|
2020
Q4 | $971K | Buy |
15,809
+8,947
| +130% | +$550K | 0.09% | 152 |
|
|
2020
Q3 | $372K | Buy |
6,862
+4,709
| +219% | +$255K | 0.04% | 217 |
|
|
2020
Q2 | $112K | Hold |
2,153
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $117K | Buy |
+2,153
| New | +$117K | 0.02% | 308 |
|