Cooper Financial Group’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 | $455K | Buy |
4,953
+977
| +25% | +$89.7K | 0.05% | 252 |
|
|
2025
Q1 | $366K | Buy |
3,976
+337
| +9% | +$31K | 0.05% | 284 |
|
|
2024
Q4 | $300K | Buy |
3,639
+37
| +1% | +$3.05K | 0.04% | 311 |
|
|
2024
Q3 | $325K | Buy |
3,602
+374
| +12% | +$33.7K | 0.04% | 304 |
|
|
2024
Q2 | $250K | Sell |
3,228
-1,064
| -25% | -$82.5K | 0.04% | 332 |
|
|
2024
Q1 | $308K | Sell |
4,292
-5
| -0.1% | -$359 | 0.05% | 283 |
|
|
2023
Q4 | $301K | Sell |
4,297
-201
| -4% | -$14.1K | 0.05% | 271 |
|
|
2023
Q3 | $291K | Sell |
4,498
-4,849
| -52% | -$314K | 0.07% | 260 |
|
|
2023
Q2 | $657K | Sell |
9,347
-58
| -0.6% | -$4.08K | 0.16% | 151 |
|
|
2023
Q1 | $654K | Sell |
9,405
-1,425
| -13% | -$99.2K | 0.18% | 134 |
|
|
2022
Q4 | $773K | Sell |
10,830
-1,883
| -15% | -$134K | 0.24% | 103 |
|
|
2022
Q3 | $864K | Sell |
12,713
-1,095
| -8% | -$74.4K | 0.31% | 79 |
|
|
2022
Q2 | $985K | Buy |
13,808
+1,263
| +10% | +$90.1K | 0.36% | 74 |
|
|
2022
Q1 | $910K | Buy |
12,545
+8,459
| +207% | +$614K | 0.35% | 62 |
|
|
2021
Q4 | $280K | Buy |
4,086
+4
| +0.1% | +$274 | 0.11% | 183 |
|
|
2021
Q3 | $253K | Buy |
+4,082
| New | +$253K | 0.05% | 210 |
|
|
2021
Q1 | – | Sell |
-3,850
| Closed | -$236K | – | 309 |
|
|
2020
Q4 | $236K | Sell |
3,850
-2,095
| -35% | -$128K | 0.05% | 254 |
|
|
2020
Q3 | $322K | Buy |
5,945
+1,492
| +34% | +$80.8K | 0.09% | 144 |
|
|
2020
Q2 | $231K | Buy |
+4,453
| New | +$231K | 0.07% | 166 |
|
|
2020
Q1 | – | Sell |
-3,410
| Closed | -$217K | – | 176 |
|
|
2019
Q4 | $217K | Buy |
3,410
+155
| +5% | +$9.86K | 0.09% | 146 |
|
|
2019
Q3 | $201K | Buy |
+3,255
| New | +$201K | 0.09% | 140 |
|