Empowered Funds’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 | $3.4M | Buy |
36,991
+2,988
| +9% | +$274K | 0.04% | 584 |
|
|
2025
Q1 | $3.13M | Buy |
34,003
+5,067
| +18% | +$466K | 0.04% | 529 |
|
|
2024
Q4 | $2.38M | Buy |
28,936
+5,894
| +26% | +$485K | 0.03% | 655 |
|
|
2024
Q3 | $2.08M | Buy |
23,042
+915
| +4% | +$82.5K | 0.03% | 665 |
|
|
2024
Q2 | $1.72M | Buy |
22,127
+2,758
| +14% | +$214K | 0.03% | 656 |
|
|
2024
Q1 | $1.39M | Buy |
19,369
+1,416
| +8% | +$102K | 0.03% | 733 |
|
|
2023
Q4 | $1.26M | Sell |
17,953
-375
| -2% | -$26.3K | 0.03% | 676 |
|
|
2023
Q3 | $1.19M | Sell |
18,328
-536
| -3% | -$34.7K | 0.04% | 611 |
|
|
2023
Q2 | $1.33M | Buy |
18,864
+13,515
| +253% | +$949K | 0.05% | 533 |
|
|
2023
Q1 | $372K | Buy |
+5,349
| New | +$372K | 0.02% | 428 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 424 |
|