CVA Family Office’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 | $207K | Sell |
2,253
-83
| -4% | -$7.62K | 0.03% | 286 |
|
|
2025
Q1 | $215K | Buy |
2,336
+212
| +10% | +$19.5K | 0.03% | 269 |
|
|
2024
Q4 | $175K | Buy |
2,124
+86
| +4% | +$7.08K | 0.03% | 288 |
|
|
2024
Q3 | $184K | Buy |
2,038
+29
| +1% | +$2.62K | 0.03% | 278 |
|
|
2024
Q2 | $156K | Buy |
2,009
+63
| +3% | +$4.89K | 0.03% | 283 |
|
|
2024
Q1 | $140K | Buy |
1,946
+7
| +0.4% | +$502 | 0.02% | 302 |
|
|
2023
Q4 | $136K | Buy |
+1,939
| New | +$136K | 0.03% | 292 |
|
|
2023
Q3 | – | Sell |
-2,343
| Closed | -$165K | – | 830 |
|
|
2023
Q2 | $165K | Buy |
2,343
+159
| +7% | +$11.2K | 0.03% | 250 |
|
|
2023
Q1 | $152K | Buy |
2,184
+554
| +34% | +$38.5K | 0.03% | 256 |
|
|
2022
Q4 | $116K | Sell |
1,630
-585
| -26% | -$41.8K | 0.03% | 270 |
|
|
2022
Q3 | $151K | Buy |
2,215
+205
| +10% | +$14K | 0.04% | 197 |
|
|
2022
Q2 | $143K | Buy |
2,010
+300
| +18% | +$21.3K | 0.04% | 197 |
|
|
2022
Q1 | $124K | Hold |
1,710
| – | – | 0.03% | 231 |
|
|
2021
Q4 | $117K | Buy |
1,710
+775
| +83% | +$53K | 0.03% | 225 |
|
|
2021
Q3 | $51K | Sell |
935
-1,910
| -67% | -$104K | 0.04% | 179 |
|
|
2021
Q2 | $172K | Buy |
2,845
+755
| +36% | +$45.6K | 0.05% | 170 |
|
|
2021
Q1 | $130K | Buy |
2,090
+1,155
| +124% | +$71.8K | 0.05% | 152 |
|
|
2020
Q4 | $57K | Hold |
935
| – | – | 0.04% | 176 |
|
|
2020
Q3 | $51K | Buy |
+935
| New | +$51K | 0.04% | 179 |
|