Delos Wealth Advisors’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 | $1.65K | Buy |
+18
| New | +$1.65K | ﹤0.01% | 228 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$776 | – | 332 |
|
|
2024
Q2 | $776 | Hold |
10
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $718 | Sell |
10
-8
| -44% | -$574 | ﹤0.01% | 280 |
|
|
2023
Q4 | $1.26K | Hold |
18
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $1.22K | Hold |
18
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $1.27K | Hold |
18
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $1.25K | Hold |
18
| – | – | ﹤0.01% | 206 |
|
|
2022
Q4 | $1.29K | Hold |
18
| – | – | ﹤0.01% | 222 |
|
|
2022
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 271 |
|