FDx Advisors’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 | $226K | Sell |
2,461
-430
| -15% | -$39.5K | 0.07% | 161 |
|
|
2025
Q1 | $266K | Sell |
2,891
-451
| -13% | -$41.5K | 0.09% | 141 |
|
|
2024
Q4 | $275K | Sell |
3,342
-224
| -6% | -$18.4K | 0.08% | 141 |
|
|
2024
Q3 | $322K | Sell |
3,566
-907
| -20% | -$81.9K | 0.09% | 142 |
|
|
2024
Q2 | $347K | Sell |
4,473
-1,269
| -22% | -$98.4K | 0.1% | 129 |
|
|
2024
Q1 | $412K | Sell |
5,742
-1,686
| -23% | -$121K | 0.06% | 231 |
|
|
2023
Q4 | $521K | Buy |
7,428
+235
| +3% | +$16.5K | 0.04% | 383 |
|
|
2023
Q3 | $466K | Sell |
7,193
-2,647
| -27% | -$171K | 0.04% | 364 |
|
|
2023
Q2 | $691K | Sell |
9,840
-1,032
| -9% | -$72.5K | 0.04% | 373 |
|
|
2023
Q1 | $776K | Hold |
10,872
| – | – | 0.03% | 344 |
|
|
2022
Q4 | $776K | Buy |
10,872
+44
| +0.4% | +$3.14K | 0.03% | 344 |
|
|
2022
Q3 | $736K | Buy |
10,828
+2
| +0% | +$136 | 0.03% | 333 |
|
|
2022
Q2 | $772K | Sell |
10,826
-902
| -8% | -$64.3K | 0.03% | 372 |
|
|
2022
Q1 | $850K | Buy |
11,728
+162
| +1% | +$11.7K | 0.03% | 361 |
|
|
2021
Q4 | $793K | Sell |
11,566
-237
| -2% | -$16.2K | 0.02% | 414 |
|
|
2021
Q3 | $731K | Buy |
11,803
+323
| +3% | +$20K | 0.02% | 402 |
|
|
2021
Q2 | $695K | Sell |
11,480
-502
| -4% | -$30.4K | 0.02% | 421 |
|
|
2021
Q1 | $745K | Buy |
11,982
+199
| +2% | +$12.4K | 0.03% | 368 |
|
|
2020
Q4 | $724K | Buy |
11,783
+1,804
| +18% | +$111K | 0.03% | 348 |
|
|
2020
Q3 | $541K | Sell |
9,979
-1,320
| -12% | -$71.6K | 0.03% | 359 |
|
|
2020
Q2 | $586K | Buy |
11,299
+4,627
| +69% | +$240K | 0.03% | 313 |
|
|
2020
Q1 | $361K | Sell |
6,672
-2,800
| -30% | -$151K | 0.02% | 352 |
|
|
2019
Q4 | $603K | Sell |
9,472
-1,650
| -15% | -$105K | 0.03% | 311 |
|
|
2019
Q3 | $687K | Sell |
11,122
-55,066
| -83% | -$3.4M | 0.05% | 286 |
|
|
2019
Q2 | $3.66M | Sell |
66,188
-964
| -1% | -$53.3K | 0.14% | 125 |
|
|
2019
Q1 | $3.47M | Buy |
67,152
+50,427
| +302% | +$2.61M | 0.14% | 116 |
|
|
2018
Q4 | $735K | Sell |
16,725
-43,178
| -72% | -$1.9M | 0.06% | 234 |
|
|
2018
Q3 | $2.61M | Sell |
59,903
-13,995
| -19% | -$610K | 0.1% | 165 |
|
|
2018
Q2 | $3.42M | Sell |
73,898
-38,887
| -34% | -$1.8M | 0.12% | 128 |
|
|
2018
Q1 | $5.04M | Sell |
112,785
-4,182
| -4% | -$187K | 0.15% | 114 |
|
|
2017
Q4 | $5.63M | Sell |
116,967
-4,011
| -3% | -$193K | 0.15% | 106 |
|
|
2017
Q3 | $5.95M | Sell |
120,978
-1,239
| -1% | -$60.9K | 0.16% | 103 |
|
|
2017
Q2 | $5.85M | Sell |
122,217
-25,500
| -17% | -$1.22M | 0.17% | 100 |
|
|
2017
Q1 | $7.35M | Sell |
147,717
-26,674
| -15% | -$1.33M | 0.22% | 82 |
|
|
2016
Q4 | $8.58M | Buy |
174,391
+91,328
| +110% | +$4.49M | 0.25% | 82 |
|
|
2016
Q3 | $4.26M | Buy |
83,063
+18,629
| +29% | +$956K | 0.18% | 100 |
|
|
2016
Q2 | $3.46M | Buy |
64,434
+13,572
| +27% | +$728K | 0.16% | 114 |
|
|
2016
Q1 | $2.63M | Buy |
50,862
+4,649
| +10% | +$240K | 0.12% | 147 |
|
|
2015
Q4 | $2.16M | Buy |
46,213
+35,661
| +338% | +$1.67M | 0.1% | 171 |
|
|
2015
Q3 | $472K | Sell |
10,552
-3,763
| -26% | -$168K | 0.04% | 464 |
|
|
2015
Q2 | $600K | Sell |
14,315
-10,485
| -42% | -$439K | 0.03% | 511 |
|
|
2015
Q1 | $1.1M | Buy |
24,800
+7,946
| +47% | +$351K | 0.02% | 558 |
|
|
2014
Q4 | $828K | Buy |
16,854
+10,291
| +157% | +$506K | 0.05% | 368 |
|
|
2014
Q3 | $286K | Buy |
6,563
+291
| +5% | +$12.7K | 0.02% | 800 |
|
|
2014
Q2 | $285K | Sell |
6,272
-466
| -7% | -$21.2K | 0.02% | 803 |
|
|
2014
Q1 | $296K | Buy |
6,738
+61
| +0.9% | +$2.68K | 0.02% | 620 |
|
|
2013
Q4 | $275K | Buy |
6,677
+131
| +2% | +$5.4K | 0.03% | 559 |
|
|
2013
Q3 | $270K | Sell |
6,546
-1,846
| -22% | -$76.1K | 0.03% | 482 |
|
|
2013
Q2 | $370K | Buy |
+8,392
| New | +$370K | 0.05% | 323 |
|