EWG Elevate’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 | $488K | Buy |
5,316
+649
| +14% | +$59.6K | 0.15% | 94 |
|
|
2025
Q1 | $429K | Buy |
4,667
+3
| +0.1% | +$276 | 0.16% | 80 |
|
|
2024
Q4 | $384K | Hold |
4,664
| – | – | 0.12% | 108 |
|
|
2024
Q3 | $421K | Buy |
4,664
+9
| +0.2% | +$812 | 0.17% | 74 |
|
|
2024
Q2 | $361K | Buy |
4,655
+632
| +16% | +$49K | 0.13% | 99 |
|
|
2024
Q1 | $289K | Sell |
4,023
-30
| -0.7% | -$2.15K | 0.11% | 101 |
|
|
2023
Q4 | $284K | Sell |
4,053
-467
| -10% | -$32.7K | 0.12% | 83 |
|
|
2023
Q3 | $293K | Buy |
+4,520
| New | +$293K | 0.13% | 74 |
|
|
2023
Q1 | – | Sell |
-668
| Closed | -$47.7K | – | 656 |
|
|
2022
Q4 | $47.7K | Buy |
+668
| New | +$47.7K | 0.02% | 189 |
|