Financial Advocates Investment Management’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 | $685K | Sell |
7,463
-2,279
| -23% | -$209K | 0.06% | 290 |
|
|
2025
Q1 | $896K | Buy |
9,742
+255
| +3% | +$23.4K | 0.06% | 301 |
|
|
2024
Q4 | $781K | Sell |
9,487
-867
| -8% | -$71.4K | 0.04% | 356 |
|
|
2024
Q3 | $934K | Sell |
10,354
-978
| -9% | -$88.2K | 0.05% | 320 |
|
|
2024
Q2 | $879K | Sell |
11,332
-1,030
| -8% | -$79.9K | 0.05% | 314 |
|
|
2024
Q1 | $887K | Buy |
12,362
+285
| +2% | +$20.4K | 0.05% | 328 |
|
|
2023
Q4 | $847K | Buy |
12,077
+448
| +4% | +$31.4K | 0.06% | 317 |
|
|
2023
Q3 | $753K | Buy |
11,629
+857
| +8% | +$55.5K | 0.05% | 322 |
|
|
2023
Q2 | $757K | Sell |
10,772
-114
| -1% | -$8.01K | 0.05% | 313 |
|
|
2023
Q1 | $757K | Buy |
10,886
+16
| +0.1% | +$1.11K | 0.05% | 337 |
|
|
2022
Q4 | $776K | Buy |
10,870
+1,306
| +14% | +$93.3K | 0.06% | 338 |
|
|
2022
Q3 | $544K | Sell |
9,564
-916
| -9% | -$52.1K | 0.04% | 391 |
|
|
2022
Q2 | $748K | Buy |
10,480
+1,259
| +14% | +$89.9K | 0.06% | 314 |
|
|
2022
Q1 | $669K | Sell |
9,221
-267
| -3% | -$19.4K | 0.04% | 386 |
|
|
2021
Q4 | $650K | Sell |
9,488
-442
| -4% | -$30.3K | 0.04% | 424 |
|
|
2021
Q3 | $616K | Sell |
9,930
-131
| -1% | -$8.13K | 0.04% | 430 |
|
|
2021
Q2 | $608K | Sell |
10,061
-1,246
| -11% | -$75.3K | 0.04% | 427 |
|
|
2021
Q1 | $646K | Sell |
11,307
-109
| -1% | -$6.23K | 0.05% | 411 |
|
|
2020
Q4 | $701K | Buy |
11,416
+211
| +2% | +$13K | 0.05% | 375 |
|
|
2020
Q3 | $607K | Sell |
11,205
-1,034
| -8% | -$56K | 0.05% | 331 |
|
|
2020
Q2 | $635K | Buy |
12,239
+5,590
| +84% | +$290K | 0.06% | 312 |
|
|
2020
Q1 | $360K | Sell |
6,649
-5,008
| -43% | -$271K | 0.05% | 319 |
|
|
2019
Q4 | $743K | Sell |
11,657
-82
| -0.7% | -$5.23K | 0.08% | 244 |
|
|
2019
Q3 | $726K | Sell |
11,739
-22
| -0.2% | -$1.36K | 0.08% | 228 |
|
|
2019
Q2 | $650K | Buy |
11,761
+7
| +0.1% | +$387 | 0.08% | 236 |
|
|
2019
Q1 | $607K | Buy |
11,754
+390
| +3% | +$20.1K | 0.08% | 238 |
|
|
2018
Q4 | $500K | Sell |
11,364
-349
| -3% | -$15.4K | 0.07% | 244 |
|
|
2018
Q3 | $511K | Sell |
11,713
-1,597
| -12% | -$69.7K | 0.06% | 282 |
|
|
2018
Q2 | $624K | Buy |
13,310
+3,001
| +29% | +$141K | 0.08% | 234 |
|
|
2018
Q1 | $460K | Sell |
10,309
-3,722
| -27% | -$166K | 0.06% | 268 |
|
|
2017
Q4 | $675K | Buy |
+14,031
| New | +$675K | 0.09% | 217 |
|