Constitution Capital’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 | $1.57M | Buy |
17,100
+4,080
| +31% | +$375K | 0.8% | 25 |
|
|
2025
Q1 | $1.2M | Buy |
13,020
+1,800
| +16% | +$166K | 0.66% | 29 |
|
|
2024
Q4 | $924K | Buy |
11,220
+1,350
| +14% | +$111K | 0.52% | 30 |
|
|
2024
Q3 | $890K | Buy |
9,870
+770
| +8% | +$69.4K | 0.48% | 27 |
|
|
2024
Q2 | $706K | Buy |
9,100
+900
| +11% | +$69.8K | 0.37% | 32 |
|
|
2024
Q1 | $588K | Buy |
8,200
+1,392
| +20% | +$99.9K | 0.33% | 37 |
|
|
2023
Q4 | $477K | Buy |
6,808
+300
| +5% | +$21K | 0.29% | 36 |
|
|
2023
Q3 | $421K | Sell |
6,508
-100
| -2% | -$6.47K | 0.29% | 40 |
|
|
2023
Q2 | $464K | Sell |
6,608
-86
| -1% | -$6.04K | 0.26% | 42 |
|
|
2023
Q1 | $466K | Buy |
6,694
+700
| +12% | +$48.7K | 0.28% | 43 |
|
|
2022
Q4 | $428K | Sell |
5,994
-1,500
| -20% | -$107K | 0.26% | 47 |
|
|
2022
Q3 | $510K | Sell |
7,494
-15,400
| -67% | -$1.05M | 0.34% | 37 |
|
|
2022
Q2 | $1.63M | Buy |
22,894
+6,100
| +36% | +$435K | 1.05% | 22 |
|
|
2022
Q1 | $1.22M | Buy |
16,794
+6,500
| +63% | +$471K | 0.67% | 27 |
|
|
2021
Q4 | $706K | Buy |
10,294
+700
| +7% | +$48K | 0.38% | 33 |
|
|
2021
Q3 | $595K | Buy |
9,594
+600
| +7% | +$37.2K | 0.36% | 36 |
|
|
2021
Q2 | $544K | Buy |
8,994
+429
| +5% | +$25.9K | 0.33% | 40 |
|
|
2021
Q1 | $532K | Sell |
8,565
-300
| -3% | -$18.6K | 0.35% | 35 |
|
|
2020
Q4 | $545K | Buy |
+8,865
| New | +$545K | 0.39% | 34 |
|