CoreCap Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Sell |
9,885
-121
| -1% | -$11.1K | 0.04% | 370 |
|
|
2025
Q1 | $920K | Sell |
10,006
-21,315
| -68% | -$1.96M | 0.04% | 348 |
|
|
2024
Q4 | $2.58M | Buy |
31,321
+21,897
| +232% | +$1.8M | 0.12% | 173 |
|
|
2024
Q3 | $850K | Buy |
+9,424
| New | +$850K | 0.04% | 344 |
|
|
2024
Q2 | – | Sell |
-7,423
| Closed | -$533K | – | 2456 |
|
|
2024
Q1 | $533K | Buy |
7,423
+487
| +7% | +$34.9K | 0.03% | 385 |
|
|
2023
Q4 | $486K | Sell |
6,936
-550
| -7% | -$38.6K | 0.03% | 357 |
|
|
2023
Q3 | $484K | Sell |
7,486
-197
| -3% | -$12.7K | 0.03% | 326 |
|
|
2023
Q2 | $540K | Buy |
+7,683
| New | +$540K | 0.04% | 331 |
|
|
2022
Q4 | $609K | Buy |
8,531
+753
| +10% | +$53.8K | 0.04% | 316 |
|
|
2022
Q3 | $529K | Buy |
7,778
+3,402
| +78% | +$231K | 0.04% | 302 |
|
|
2022
Q2 | $312K | Sell |
4,376
-1,480
| -25% | -$106K | 0.02% | 420 |
|
|
2022
Q1 | $425K | Buy |
5,856
+181
| +3% | +$13.1K | 0.03% | 347 |
|
|
2021
Q4 | $389K | Buy |
+5,675
| New | +$389K | 0.03% | 404 |
|