Coppell Advisory Solutions’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 | $431K | Buy |
4,736
+368
| +8% | +$33.5K | 0.05% | 265 |
|
|
2025
Q1 | $399K | Buy |
4,368
+280
| +7% | +$25.6K | 0.06% | 234 |
|
|
2024
Q4 | $337K | Buy |
4,088
+194
| +5% | +$16K | 0.05% | 201 |
|
|
2024
Q3 | $351K | Sell |
3,894
-14
| -0.4% | -$1.26K | 0.05% | 201 |
|
|
2024
Q2 | $303K | Buy |
+3,908
| New | +$303K | 0.05% | 202 |
|
|
2023
Q4 | $343K | Buy |
4,898
+3,815
| +352% | +$267K | 0.07% | 188 |
|
|
2023
Q3 | $77.3K | Sell |
1,083
-558
| -34% | -$39.8K | 0.03% | 242 |
|
|
2023
Q2 | $113K | Sell |
1,641
-2,291
| -58% | -$158K | 0.03% | 250 |
|
|
2023
Q1 | $272K | Buy |
3,932
+2,849
| +263% | +$197K | 0.09% | 169 |
|
|
2022
Q4 | $77.3K | Buy |
+1,083
| New | +$77.3K | 0.03% | 246 |
|