FLC Capital 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 | $326K | Sell |
3,548
-292
| -8% | -$26.8K | 0.07% | 146 |
|
|
2025
Q1 | $353K | Hold |
3,840
| – | – | 0.08% | 133 |
|
|
2024
Q4 | $316K | Hold |
3,840
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $346K | Hold |
3,840
| – | – | 0.08% | 127 |
|
|
2024
Q2 | $298K | Hold |
3,840
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $275K | Hold |
3,840
| – | – | 0.07% | 133 |
|
|
2023
Q4 | $269K | Hold |
3,840
| – | – | 0.07% | 127 |
|
|
2023
Q3 | $249K | Sell |
3,840
-100
| -3% | -$6.47K | 0.08% | 128 |
|
|
2023
Q2 | $277K | Hold |
3,940
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $274K | Hold |
3,940
| – | – | 0.08% | 129 |
|
|
2022
Q4 | $281K | Hold |
3,940
| – | – | 0.09% | 133 |
|
|
2022
Q3 | $268K | Hold |
3,940
| – | – | 0.09% | 132 |
|
|
2022
Q2 | $281K | Hold |
3,940
| – | – | 0.09% | 128 |
|
|
2022
Q1 | $286K | Hold |
3,940
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $270K | Hold |
3,940
| – | – | 0.08% | 145 |
|
|
2021
Q3 | $244K | Hold |
3,940
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $238K | Hold |
3,940
| – | – | 0.07% | 156 |
|
|
2021
Q1 | $245K | Hold |
3,940
| – | – | 0.08% | 148 |
|
|
2020
Q4 | $242K | Hold |
3,940
| – | – | 0.08% | 133 |
|
|
2020
Q3 | $231K | Hold |
3,940
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $207K | Hold |
3,940
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $206K | Hold |
3,940
| – | – | 0.1% | 110 |
|
|
2019
Q4 | $251K | Hold |
3,940
| – | – | 0.1% | 103 |
|
|
2019
Q3 | $243K | Hold |
3,940
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $222K | Hold |
3,940
| – | – | 0.09% | 112 |
|
|
2019
Q1 | $204K | Buy |
+3,940
| New | +$204K | 0.09% | 108 |
|