Edge Capital Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $763K | Sell |
18
-9,107
| -100% | -$386M | 0.03% | 183 |
|
|
2024
Q3 | $823K | Hold |
9,125
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $708K | Buy |
9,125
+1,286
| +16% | +$99.8K | 0.03% | 188 |
|
|
2024
Q1 | $562K | Sell |
7,839
-944
| -11% | -$67.7K | 0.03% | 204 |
|
|
2023
Q4 | $616K | Sell |
8,783
-3,461
| -28% | -$243K | 0.03% | 192 |
|
|
2023
Q3 | $792K | Sell |
12,244
-94,330
| -89% | -$6.11M | 0.05% | 164 |
|
|
2023
Q2 | $7.49M | Sell |
106,574
-12,600
| -11% | -$885K | 0.43% | 57 |
|
|
2023
Q1 | $8.29M | Buy |
119,174
+110,876
| +1,336% | +$7.71M | 0.51% | 48 |
|
|
2022
Q4 | $593K | Sell |
8,298
-874
| -10% | -$62.4K | 0.04% | 173 |
|
|
2022
Q3 | $624K | Sell |
9,172
-88,010
| -91% | -$5.99M | 0.05% | 169 |
|
|
2022
Q2 | $12.4M | Buy |
97,182
+88,157
| +977% | +$11.3M | 1.07% | 20 |
|
|
2022
Q1 | $654K | Sell |
9,025
-890
| -9% | -$64.5K | 0.04% | 180 |
|
|
2021
Q4 | $680K | Buy |
9,915
+971
| +11% | +$66.6K | 0.05% | 173 |
|
|
2021
Q3 | $554K | Buy |
8,944
+37
| +0.4% | +$2.29K | 0.04% | 173 |
|
|
2021
Q2 | $539K | Sell |
8,907
-861
| -9% | -$52.1K | 0.04% | 180 |
|
|
2021
Q1 | $607K | Buy |
9,768
+52
| +0.5% | +$3.23K | 0.05% | 165 |
|
|
2020
Q4 | $597K | Sell |
9,716
-3,399
| -26% | -$209K | 0.05% | 160 |
|
|
2020
Q3 | $711K | Sell |
13,115
-510
| -4% | -$27.6K | 0.07% | 133 |
|
|
2020
Q2 | $706K | Sell |
13,625
-467
| -3% | -$24.2K | 0.07% | 130 |
|
|
2020
Q1 | $763K | Buy |
14,092
+445
| +3% | +$24.1K | 0.09% | 120 |
|
|
2019
Q4 | $869K | Buy |
13,647
+43
| +0.3% | +$2.74K | 0.08% | 134 |
|
|
2019
Q3 | $840K | Buy |
13,604
+45
| +0.3% | +$2.78K | 0.09% | 133 |
|
|
2019
Q2 | $750K | Buy |
13,559
+49
| +0.4% | +$2.71K | 0.07% | 144 |
|
|
2019
Q1 | $698K | Buy |
13,510
+1,131
| +9% | +$58.4K | 0.07% | 149 |
|
|
2018
Q4 | $544K | Buy |
+12,379
| New | +$544K | 0.06% | 153 |
|