DAS
Dynamic Advisor Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
92,413
+2,350
| +3% | +$216K | 0.26% | 91 |
|
|
2025
Q1 | $8.28M | Buy |
+90,063
| New | +$8.28M | 0.27% | 88 |
|
|
2024
Q4 | – | Sell |
-87,594
| Closed | -$7.9M | – | 805 |
|
|
2024
Q3 | $7.9M | Sell |
87,594
-3,003
| -3% | -$271K | 0.24% | 103 |
|
|
2024
Q2 | $7.03M | Buy |
90,597
+8,814
| +11% | +$684K | 0.22% | 107 |
|
|
2024
Q1 | $5.87M | Buy |
81,783
+5,098
| +7% | +$366K | 0.2% | 136 |
|
|
2023
Q4 | $5.49M | Buy |
76,685
+43,507
| +131% | +$3.12M | 0.2% | 138 |
|
|
2023
Q3 | $2.15M | Buy |
33,178
+5,387
| +19% | +$349K | 0.1% | 225 |
|
|
2023
Q2 | $1.95M | Sell |
27,791
-785
| -3% | -$55.1K | 0.1% | 223 |
|
|
2023
Q1 | $1.99M | Buy |
28,576
+1,938
| +7% | +$135K | 0.12% | 213 |
|
|
2022
Q4 | $1.9M | Buy |
26,638
+2,584
| +11% | +$185K | 0.13% | 182 |
|
|
2022
Q3 | $1.64M | Sell |
24,054
-1,962
| -8% | -$133K | 0.12% | 182 |
|
|
2022
Q2 | $1.86M | Sell |
26,016
-2,991
| -10% | -$213K | 0.14% | 165 |
|
|
2022
Q1 | $2.1M | Buy |
29,007
+4,657
| +19% | +$338K | 0.15% | 158 |
|
|
2021
Q4 | $1.67M | Buy |
24,350
+232
| +1% | +$15.9K | 0.12% | 187 |
|
|
2021
Q3 | $1.5M | Buy |
24,118
+1,807
| +8% | +$112K | 0.11% | 207 |
|
|
2021
Q2 | $1.35M | Sell |
22,311
-1,041
| -4% | -$63K | 0.11% | 223 |
|
|
2021
Q1 | $1.45M | Sell |
23,352
-1,144
| -5% | -$71.1K | 0.13% | 185 |
|
|
2020
Q4 | $1.51M | Buy |
24,496
+630
| +3% | +$38.7K | 0.14% | 173 |
|
|
2020
Q3 | $1.29M | Sell |
23,866
-3,057
| -11% | -$166K | 0.15% | 168 |
|
|
2020
Q2 | $1.4M | Buy |
26,923
+5,630
| +26% | +$292K | 0.19% | 142 |
|
|
2020
Q1 | $1.15M | Sell |
21,293
-1,542
| -7% | -$83.5K | 0.21% | 133 |
|
|
2019
Q4 | $1.46M | Sell |
22,835
-4,614
| -17% | -$294K | 0.2% | 130 |
|
|
2019
Q3 | $1.7M | Buy |
27,449
+2,319
| +9% | +$143K | 0.26% | 102 |
|
|
2019
Q2 | $1.39M | Buy |
25,130
+2,974
| +13% | +$164K | 0.22% | 115 |
|
|
2019
Q1 | $1.15M | Buy |
22,156
+4,539
| +26% | +$235K | 0.22% | 122 |
|
|
2018
Q4 | $837K | Buy |
17,617
+625
| +4% | +$29.7K | 0.18% | 139 |
|
|
2018
Q3 | $741K | Buy |
16,992
+1,468
| +9% | +$64K | 0.15% | 165 |
|
|
2018
Q2 | $719K | Buy |
15,524
+389
| +3% | +$18K | 0.16% | 165 |
|
|
2018
Q1 | $676K | Sell |
15,135
-29,615
| -66% | -$1.32M | 0.17% | 155 |
|
|
2017
Q4 | $2.15M | Buy |
44,750
+1,324
| +3% | +$63.7K | 0.71% | 38 |
|
|
2017
Q3 | $2.13M | Buy |
43,426
+35,970
| +482% | +$1.77M | 0.84% | 30 |
|
|
2017
Q2 | $357K | Sell |
7,456
-288
| -4% | -$13.8K | 0.14% | 166 |
|
|
2017
Q1 | $385K | Sell |
7,744
-276
| -3% | -$13.7K | 0.15% | 157 |
|
|
2016
Q4 | $395K | Sell |
8,020
-10,191
| -56% | -$502K | 0.16% | 156 |
|
|
2016
Q3 | $934K | Buy |
18,211
+212
| +1% | +$10.9K | 0.35% | 86 |
|
|
2016
Q2 | $965K | Sell |
17,999
-64,363
| -78% | -$3.45M | 0.39% | 72 |
|
|
2016
Q1 | $4.26M | Sell |
82,362
-18,537
| -18% | -$959K | 1.81% | 6 |
|
|
2015
Q4 | $4.72M | Buy |
100,899
+15,057
| +18% | +$705K | 1.95% | 6 |
|
|
2015
Q3 | $3.84M | Buy |
85,842
+51,591
| +151% | +$2.31M | 1.94% | 9 |
|
|
2015
Q2 | $1.44M | Buy |
+34,251
| New | +$1.44M | 0.84% | 37 |
|
|
2015
Q1 | – | Sell |
-7,295
| Closed | -$358K | – | 210 |
|
|
2014
Q4 | $358K | Buy |
+7,295
| New | +$358K | 0.19% | 137 |
|