Ethic Inc’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 | $2.83M | Sell |
31,141
-35
| -0.1% | -$3.18K | 0.05% | 350 |
|
|
2025
Q1 | $2.86M | Buy |
31,176
+4,600
| +17% | +$422K | 0.06% | 325 |
|
|
2024
Q4 | $2.19M | Buy |
26,576
+7,608
| +40% | +$626K | 0.04% | 398 |
|
|
2024
Q3 | $1.36M | Sell |
18,968
-2,817
| -13% | -$202K | 0.03% | 490 |
|
|
2024
Q2 | $1.69M | Buy |
21,785
+2,817
| +15% | +$219K | 0.04% | 431 |
|
|
2024
Q1 | $1.36M | Sell |
18,968
-1,480
| -7% | -$106K | 0.03% | 490 |
|
|
2023
Q4 | $1.43M | Buy |
20,448
+569
| +3% | +$39.9K | 0.04% | 446 |
|
|
2023
Q3 | $1.29M | Sell |
19,879
-743
| -4% | -$48.1K | 0.05% | 407 |
|
|
2023
Q2 | $1.45M | Buy |
20,622
+788
| +4% | +$55.4K | 0.05% | 371 |
|
|
2023
Q1 | $1.38M | Buy |
19,834
+360
| +2% | +$25K | 0.06% | 363 |
|
|
2022
Q4 | $1.39M | Sell |
19,474
-4,497
| -19% | -$321K | 0.08% | 309 |
|
|
2022
Q3 | $1.63M | Buy |
23,971
+1,811
| +8% | +$123K | 0.11% | 230 |
|
|
2022
Q2 | $1.58M | Buy |
22,160
+9,207
| +71% | +$656K | 0.11% | 238 |
|
|
2022
Q1 | $939K | Buy |
+12,953
| New | +$939K | 0.06% | 322 |
|