Evoke 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
Q1 | – | Sell |
-2,499
| Closed | -$206K | – | 465 |
|
|
2024
Q4 | $206K | Sell |
2,499
-141
| -5% | -$11.6K | 0.01% | 408 |
|
|
2024
Q3 | $238K | Buy |
+2,640
| New | +$238K | 0.01% | 371 |
|
|
2022
Q4 | – | Sell |
-1,256
| Closed | -$85K | – | 1029 |
|
|
2022
Q3 | $85K | Hold |
1,256
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $90K | Buy |
1,256
+9
| +0.7% | +$645 | ﹤0.01% | 426 |
|
|
2022
Q1 | $90K | Buy |
1,247
+238
| +24% | +$17.2K | ﹤0.01% | 447 |
|
|
2021
Q4 | $69K | Buy |
1,009
+7
| +0.7% | +$479 | ﹤0.01% | 493 |
|
|
2021
Q3 | $62K | Sell |
1,002
-59
| -6% | -$3.65K | ﹤0.01% | 486 |
|
|
2021
Q2 | $64K | Sell |
1,061
-93
| -8% | -$5.61K | ﹤0.01% | 498 |
|
|
2021
Q1 | $72K | Buy |
1,154
+120
| +12% | +$7.49K | ﹤0.01% | 412 |
|
|
2020
Q4 | $64K | Buy |
1,034
+56
| +6% | +$3.47K | ﹤0.01% | 351 |
|
|
2020
Q3 | $53K | Sell |
978
-64
| -6% | -$3.47K | ﹤0.01% | 353 |
|
|
2020
Q2 | $54K | Sell |
1,042
-30
| -3% | -$1.56K | 0.01% | 343 |
|
|
2020
Q1 | $58K | Sell |
1,072
-1,879
| -64% | -$102K | 0.01% | 328 |
|
|
2019
Q4 | $188K | Sell |
2,951
-134
| -4% | -$8.54K | 0.02% | 231 |
|
|
2019
Q3 | $191K | Buy |
+3,085
| New | +$191K | 0.02% | 265 |
|