DA
Doliver Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
5,478
-100
| -2% | -$9.18K | 0.14% | 106 |
|
|
2025
Q1 | $513K | Sell |
5,578
-150
| -3% | -$13.8K | 0.14% | 100 |
|
|
2024
Q4 | $472K | Buy |
5,728
+80
| +1% | +$6.59K | 0.13% | 100 |
|
|
2024
Q3 | $509K | Sell |
5,648
-125
| -2% | -$11.3K | 0.14% | 93 |
|
|
2024
Q2 | $448K | Buy |
5,773
+75
| +1% | +$5.82K | 0.13% | 97 |
|
|
2024
Q1 | $409K | Sell |
5,698
-220
| -4% | -$15.8K | 0.12% | 108 |
|
|
2023
Q4 | $415K | Sell |
5,918
-150
| -2% | -$10.5K | 0.13% | 103 |
|
|
2023
Q3 | $393K | Buy |
6,068
+100
| +2% | +$6.47K | 0.12% | 105 |
|
|
2023
Q2 | $419K | Sell |
5,968
-32
| -0.5% | -$2.25K | 0.13% | 110 |
|
|
2023
Q1 | $417K | Buy |
6,000
+2,000
| +50% | +$139K | 0.13% | 100 |
|
|
2022
Q4 | $286K | Buy |
+4,000
| New | +$286K | 0.09% | 124 |
|
|
2022
Q3 | – | Sell |
-5,503
| Closed | -$392K | – | 164 |
|
|
2022
Q2 | $392K | Buy |
5,503
+378
| +7% | +$26.9K | 0.14% | 102 |
|
|
2022
Q1 | $372K | Buy |
5,125
+406
| +9% | +$29.5K | 0.12% | 115 |
|
|
2021
Q4 | $324K | Sell |
4,719
-742
| -14% | -$50.9K | 0.1% | 119 |
|
|
2021
Q3 | $338K | Sell |
5,461
-144
| -3% | -$8.91K | 0.11% | 128 |
|
|
2021
Q2 | $339K | Buy |
5,605
+589
| +12% | +$35.6K | 0.11% | 110 |
|
|
2021
Q1 | $312K | Buy |
5,016
+353
| +8% | +$22K | 0.12% | 102 |
|
|
2020
Q4 | $286K | Buy |
4,663
+844
| +22% | +$51.8K | 0.13% | 106 |
|
|
2020
Q3 | $207K | Buy |
+3,819
| New | +$207K | 0.11% | 133 |
|
|
2018
Q3 | – | Sell |
-4,920
| Closed | -$227K | – | 292 |
|
|
2018
Q2 | $227K | Buy |
4,920
+315
| +7% | +$14.5K | 0.1% | 186 |
|
|
2018
Q1 | $206K | Buy |
+4,605
| New | +$206K | 0.09% | 229 |
|