CreativeOne Wealth’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 | $2.3M | Buy |
25,025
+2,583
| +12% | +$237K | 0.06% | 307 |
|
|
2025
Q1 | $2.06M | Sell |
22,442
-13,526
| -38% | -$1.24M | 0.06% | 295 |
|
|
2024
Q4 | $2.96M | Buy |
35,968
+4,136
| +13% | +$340K | 0.09% | 208 |
|
|
2024
Q3 | $2.87M | Buy |
31,832
+9,855
| +45% | +$889K | 0.1% | 201 |
|
|
2024
Q2 | $1.7M | Buy |
21,977
+343
| +2% | +$26.6K | 0.09% | 219 |
|
|
2024
Q1 | $1.55M | Buy |
21,634
+8,451
| +64% | +$606K | 0.06% | 278 |
|
|
2023
Q4 | $924K | Sell |
13,183
-1,597
| -11% | -$112K | 0.06% | 262 |
|
|
2023
Q3 | $957K | Sell |
14,780
-5,459
| -27% | -$353K | 0.07% | 245 |
|
|
2023
Q2 | $1.42M | Buy |
20,239
+4,660
| +30% | +$327K | 0.07% | 265 |
|
|
2023
Q1 | $1.08M | Buy |
15,579
+4,227
| +37% | +$294K | 0.05% | 293 |
|
|
2022
Q4 | $811K | Buy |
11,352
+1,695
| +18% | +$121K | 0.04% | 323 |
|
|
2022
Q3 | $657K | Sell |
9,657
-15,138
| -61% | -$1.03M | 0.04% | 344 |
|
|
2022
Q2 | $1.77M | Buy |
24,795
+14,430
| +139% | +$1.03M | 0.1% | 164 |
|
|
2022
Q1 | $752K | Buy |
10,365
+1,535
| +17% | +$111K | 0.04% | 335 |
|
|
2021
Q4 | $606K | Sell |
8,830
-1,188
| -12% | -$81.5K | 0.03% | 402 |
|
|
2021
Q3 | $621K | Buy |
10,018
+2,800
| +39% | +$174K | 0.04% | 354 |
|
|
2021
Q2 | $437K | Buy |
7,218
+10
| +0.1% | +$605 | 0.03% | 420 |
|
|
2021
Q1 | $448K | Buy |
+7,208
| New | +$448K | 0.03% | 352 |
|