Cornerstone Advisory’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 | $485K | Buy |
5,276
+75
| +1% | +$6.89K | 0.05% | 149 |
|
|
2025
Q1 | $474K | Sell |
5,201
-382
| -7% | -$34.8K | 0.06% | 143 |
|
|
2024
Q4 | $478K | Buy |
5,583
+180
| +3% | +$15.4K | 0.05% | 144 |
|
|
2024
Q3 | $487K | Buy |
5,403
+44
| +0.8% | +$3.97K | 0.06% | 135 |
|
|
2024
Q2 | $416K | Sell |
5,359
-241
| -4% | -$18.7K | 0.06% | 139 |
|
|
2024
Q1 | $402K | Buy |
5,600
+525
| +10% | +$37.7K | 0.06% | 158 |
|
|
2023
Q4 | $356K | Buy |
5,075
+510
| +11% | +$35.8K | 0.06% | 167 |
|
|
2023
Q3 | $295K | Buy |
4,565
+90
| +2% | +$5.82K | 0.05% | 176 |
|
|
2023
Q2 | $314K | Buy |
4,475
+80
| +2% | +$5.62K | 0.06% | 170 |
|
|
2023
Q1 | $306K | Sell |
4,395
-115
| -3% | -$8K | 0.06% | 171 |
|
|
2022
Q4 | $322K | Buy |
4,510
+211
| +5% | +$15.1K | 0.06% | 159 |
|
|
2022
Q3 | $292K | Sell |
4,299
-80
| -2% | -$5.43K | 0.07% | 154 |
|
|
2022
Q2 | $312K | Sell |
4,379
-3,623
| -45% | -$258K | 0.07% | 147 |
|
|
2022
Q1 | $580K | Buy |
8,002
+1,524
| +24% | +$110K | 0.09% | 157 |
|
|
2021
Q4 | $444K | Buy |
6,478
+3,151
| +95% | +$216K | 0.06% | 182 |
|
|
2021
Q3 | $206K | Hold |
3,327
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $201K | Buy |
+3,327
| New | +$201K | 0.03% | 209 |
|