Element Wealth’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 | $666K | Sell |
7,249
-703
| -9% | -$64.6K | 0.31% | 75 |
|
|
2025
Q1 | $731K | Sell |
7,952
-365
| -4% | -$33.6K | 0.39% | 60 |
|
|
2024
Q4 | $685K | Sell |
8,317
-168
| -2% | -$13.8K | 0.36% | 60 |
|
|
2024
Q3 | $765K | Buy |
8,485
+345
| +4% | +$31.1K | 0.41% | 51 |
|
|
2024
Q2 | $631K | Buy |
8,140
+601
| +8% | +$46.6K | 0.36% | 57 |
|
|
2024
Q1 | $541K | Sell |
7,539
-313
| -4% | -$22.5K | 0.32% | 63 |
|
|
2023
Q4 | $551K | Buy |
7,852
+18
| +0.2% | +$1.26K | 0.34% | 57 |
|
|
2023
Q3 | $507K | Buy |
7,834
+37
| +0.5% | +$2.4K | 0.37% | 53 |
|
|
2023
Q2 | $548K | Buy |
7,797
+582
| +8% | +$40.9K | 0.38% | 50 |
|
|
2023
Q1 | $502K | Sell |
7,215
-356
| -5% | -$24.8K | 0.37% | 50 |
|
|
2022
Q4 | $541K | Sell |
7,571
-175
| -2% | -$12.5K | 0.44% | 41 |
|
|
2022
Q3 | $527K | Buy |
7,746
+39
| +0.5% | +$2.65K | 0.49% | 35 |
|
|
2022
Q2 | $550K | Buy |
7,707
+24
| +0.3% | +$1.71K | 0.55% | 34 |
|
|
2022
Q1 | $557K | Sell |
7,683
-917
| -11% | -$66.5K | 0.45% | 43 |
|
|
2021
Q4 | $590K | Buy |
8,600
+44
| +0.5% | +$3.02K | 0.45% | 40 |
|
|
2021
Q3 | $530K | Buy |
8,556
+29
| +0.3% | +$1.8K | 0.42% | 43 |
|
|
2021
Q2 | $516K | Buy |
8,527
+115
| +1% | +$6.96K | 0.4% | 44 |
|
|
2021
Q1 | $523K | Buy |
8,412
+280
| +3% | +$17.4K | 0.43% | 39 |
|
|
2020
Q4 | $500K | Buy |
8,132
+41
| +0.5% | +$2.52K | 0.46% | 42 |
|
|
2020
Q3 | $439K | Buy |
8,091
+745
| +10% | +$40.4K | 0.47% | 41 |
|
|
2020
Q2 | $381K | Sell |
7,346
-640
| -8% | -$33.2K | 0.44% | 45 |
|
|
2020
Q1 | $432K | Buy |
7,986
+2,402
| +43% | +$130K | 0.6% | 30 |
|
|
2019
Q4 | $356K | Buy |
+5,584
| New | +$356K | 0.36% | 46 |
|