Covestor’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 | $70K | Buy |
765
+18
| +2% | +$1.65K | 0.04% | 745 |
|
|
2025
Q1 | $68K | Buy |
747
+148
| +25% | +$13.5K | 0.05% | 704 |
|
|
2024
Q4 | $49K | Buy |
599
+149
| +33% | +$12.2K | 0.03% | 865 |
|
|
2024
Q3 | $41K | Hold |
450
| – | – | 0.03% | 943 |
|
|
2024
Q2 | $35K | Sell |
450
-1,555
| -78% | -$121K | 0.02% | 999 |
|
|
2024
Q1 | $144K | Buy |
2,005
+1,472
| +276% | +$106K | 0.09% | 297 |
|
|
2023
Q4 | $37K | Buy |
533
+2
| +0.4% | +$139 | 0.03% | 974 |
|
|
2023
Q3 | $34K | Sell |
531
-32
| -6% | -$2.05K | 0.03% | 925 |
|
|
2023
Q2 | $40K | Buy |
563
+14
| +3% | +$995 | 0.03% | 872 |
|
|
2023
Q1 | $38K | Buy |
549
+65
| +13% | +$4.5K | 0.03% | 818 |
|
|
2022
Q4 | $35K | Sell |
484
-5
| -1% | -$362 | 0.03% | 866 |
|
|
2022
Q3 | $33K | Sell |
489
-79
| -14% | -$5.33K | 0.03% | 856 |
|
|
2022
Q2 | $41K | Sell |
568
-1,334
| -70% | -$96.3K | 0.03% | 792 |
|
|
2022
Q1 | $138K | Buy |
1,902
+735
| +63% | +$53.3K | 0.09% | 310 |
|
|
2021
Q4 | $80K | Buy |
+1,167
| New | +$80K | 0.11% | 271 |
|