Colonial River Investments’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 | $238K | Sell |
2,553
-59
| -2% | -$5.5K | 0.1% | 193 |
|
|
2025
Q1 | $240K | Sell |
2,612
-1,138
| -30% | -$105K | 0.13% | 165 |
|
|
2024
Q4 | $309K | Sell |
3,750
-483
| -11% | -$39.8K | 0.15% | 141 |
|
|
2024
Q3 | $382K | Sell |
4,233
-2,254
| -35% | -$203K | 0.19% | 121 |
|
|
2024
Q2 | $503K | Sell |
6,487
-1,731
| -21% | -$134K | 0.27% | 83 |
|
|
2024
Q1 | $590K | Buy |
8,218
+1,792
| +28% | +$129K | 0.33% | 77 |
|
|
2023
Q4 | $451K | Sell |
6,426
-1,602
| -20% | -$112K | 0.27% | 107 |
|
|
2023
Q3 | $520K | Buy |
8,028
+4,781
| +147% | +$309K | 0.34% | 87 |
|
|
2023
Q2 | $228K | Buy |
3,247
+31
| +1% | +$2.18K | 0.15% | 154 |
|
|
2023
Q1 | $224K | Sell |
3,216
-151
| -4% | -$10.5K | 0.13% | 179 |
|
|
2022
Q4 | $240K | Sell |
3,367
-286
| -8% | -$20.4K | 0.15% | 157 |
|
|
2022
Q3 | $248K | Sell |
3,653
-592
| -14% | -$40.2K | 0.17% | 141 |
|
|
2022
Q2 | $303K | Buy |
4,245
+286
| +7% | +$20.4K | 0.2% | 133 |
|
|
2022
Q1 | $287K | Sell |
3,959
-527
| -12% | -$38.2K | 0.17% | 153 |
|
|
2021
Q4 | $308K | Buy |
+4,486
| New | +$308K | 0.17% | 154 |
|
|
2021
Q3 | – | Sell |
-4,564
| Closed | -$276K | – | 160 |
|
|
2021
Q2 | $276K | Sell |
4,564
-33
| -0.7% | -$2K | 0.2% | 127 |
|
|
2021
Q1 | $286K | Buy |
4,597
+1,029
| +29% | +$64K | 0.23% | 109 |
|
|
2020
Q4 | $216 | Buy |
+3,568
| New | +$216 | 0.1% | 126 |
|