Drake & Associates’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 | $552K | Buy |
6,015
+797
| +15% | +$73.2K | 0.14% | 70 |
|
|
2025
Q1 | $480K | Buy |
5,218
+1,251
| +32% | +$115K | 0.13% | 63 |
|
|
2024
Q4 | $335K | Sell |
3,967
-387
| -9% | -$32.7K | 0.1% | 75 |
|
|
2024
Q3 | $393K | Buy |
4,354
+531
| +14% | +$47.9K | 0.13% | 58 |
|
|
2024
Q2 | $297K | Buy |
3,823
+169
| +5% | +$13.1K | 0.11% | 59 |
|
|
2024
Q1 | $262K | Sell |
3,654
-94
| -3% | -$6.74K | 0.1% | 69 |
|
|
2023
Q4 | $263K | Buy |
3,748
+326
| +10% | +$22.9K | 0.11% | 67 |
|
|
2023
Q3 | $221K | Sell |
3,422
-42
| -1% | -$2.72K | 0.1% | 67 |
|
|
2023
Q2 | $243K | Sell |
3,464
-101
| -3% | -$7.1K | 0.11% | 64 |
|
|
2023
Q1 | $248K | Buy |
3,565
+3
| +0.1% | +$209 | 0.12% | 62 |
|
|
2022
Q4 | $254K | Sell |
3,562
-112
| -3% | -$8K | 0.13% | 64 |
|
|
2022
Q3 | $250K | Sell |
3,674
-219
| -6% | -$14.9K | 0.14% | 51 |
|
|
2022
Q2 | $278K | Buy |
+3,893
| New | +$278K | 0.16% | 41 |
|