CA
Continuum Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,763
-143
| -5% | -$13.1K | 0.03% | 370 |
|
|
2025
Q1 | $267K | Buy |
2,906
+1,126
| +63% | +$104K | 0.03% | 341 |
|
|
2024
Q4 | $147K | Sell |
1,780
-235
| -12% | -$19.3K | 0.02% | 447 |
|
|
2024
Q3 | $175K | Buy |
2,015
+4
| +0.2% | +$347 | 0.02% | 418 |
|
|
2024
Q2 | $156K | Buy |
2,011
+5
| +0.2% | +$388 | 0.02% | 409 |
|
|
2024
Q1 | $157K | Sell |
2,006
-1,433
| -42% | -$112K | 0.02% | 411 |
|
|
2023
Q4 | $241K | Sell |
3,439
-1,554
| -31% | -$109K | 0.03% | 411 |
|
|
2023
Q3 | $323K | Sell |
4,993
-702
| -12% | -$45.4K | 0.05% | 348 |
|
|
2023
Q2 | $400K | Sell |
5,695
-574
| -9% | -$40.3K | 0.06% | 320 |
|
|
2023
Q1 | $436K | Buy |
6,269
+29
| +0.5% | +$2.02K | 0.07% | 287 |
|
|
2022
Q4 | $446K | Buy |
6,240
+472
| +8% | +$33.7K | 0.08% | 280 |
|
|
2022
Q3 | $392K | Buy |
5,768
+94
| +2% | +$6.39K | 0.07% | 281 |
|
|
2022
Q2 | $405K | Buy |
5,674
+9
| +0.2% | +$642 | 0.07% | 285 |
|
|
2022
Q1 | $416K | Buy |
5,665
+1,770
| +45% | +$130K | 0.08% | 269 |
|
|
2021
Q4 | $267K | Buy |
3,895
+419
| +12% | +$28.7K | 0.06% | 259 |
|
|
2021
Q3 | $215K | Sell |
3,476
-41
| -1% | -$2.54K | 0.06% | 272 |
|
|
2021
Q2 | $213K | Buy |
+3,517
| New | +$213K | 0.07% | 254 |
|
|
2018
Q1 | – | Sell |
-17,895
| Closed | -$861K | – | 172 |
|
|
2017
Q4 | $861K | Buy |
17,895
+955
| +6% | +$45.9K | 0.66% | 33 |
|
|
2017
Q3 | $832K | Sell |
16,940
-933
| -5% | -$45.8K | 0.73% | 33 |
|
|
2017
Q2 | $856K | Buy |
17,873
+67
| +0.4% | +$3.21K | 0.85% | 28 |
|
|
2017
Q1 | $886K | Buy |
+17,806
| New | +$886K | 1.06% | 25 |
|