Focus Financial Network’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 | $1.51M | Buy |
16,439
+522
| +3% | +$47.9K | 0.06% | 233 |
|
|
2025
Q1 | $1.46M | Sell |
15,917
-133
| -0.8% | -$12.2K | 0.06% | 229 |
|
|
2024
Q4 | $1.32M | Buy |
16,050
+323
| +2% | +$26.6K | 0.05% | 241 |
|
|
2024
Q3 | $1.42M | Buy |
15,727
+55
| +0.4% | +$4.96K | 0.06% | 224 |
|
|
2024
Q2 | $1.28M | Buy |
15,672
+277
| +2% | +$22.6K | 0.05% | 234 |
|
|
2024
Q1 | $1.09M | Sell |
15,395
-14,523
| -49% | -$1.02M | 0.05% | 241 |
|
|
2023
Q4 | $2.1M | Buy |
29,918
+13,414
| +81% | +$941K | 0.08% | 204 |
|
|
2023
Q3 | $1.07M | Buy |
16,504
+579
| +4% | +$37.5K | 0.06% | 225 |
|
|
2023
Q2 | $1.12M | Buy |
15,925
+447
| +3% | +$31.4K | 0.06% | 219 |
|
|
2023
Q1 | $1.08M | Buy |
15,478
+707
| +5% | +$49.2K | 0.07% | 219 |
|
|
2022
Q4 | $1.05M | Buy |
14,771
+1
| +0% | +$71 | 0.09% | 175 |
|
|
2022
Q3 | $1M | Sell |
14,770
-92
| -0.6% | -$6.26K | 0.09% | 175 |
|
|
2022
Q2 | $1.06M | Buy |
14,862
+1,574
| +12% | +$112K | 0.09% | 180 |
|
|
2022
Q1 | $963K | Sell |
13,288
-404
| -3% | -$29.3K | 0.07% | 203 |
|
|
2021
Q4 | $939K | Buy |
13,692
+1,156
| +9% | +$79.3K | 0.14% | 140 |
|
|
2021
Q3 | $777K | Hold |
12,536
| – | – | 0.1% | 179 |
|
|
2021
Q2 | $759K | Sell |
12,536
-320
| -2% | -$19.4K | 0.1% | 193 |
|
|
2021
Q1 | $799K | Buy |
12,856
+128
| +1% | +$7.96K | 0.09% | 185 |
|
|
2020
Q4 | $782K | Buy |
12,728
+45
| +0.4% | +$2.76K | 0.07% | 211 |
|
|
2020
Q3 | $688K | Buy |
12,683
+47
| +0.4% | +$2.55K | 0.06% | 222 |
|
|
2020
Q2 | $655K | Buy |
12,636
+2,118
| +20% | +$110K | 0.07% | 207 |
|
|
2020
Q1 | $569K | Buy |
10,518
+183
| +2% | +$9.91K | 0.08% | 201 |
|
|
2019
Q4 | $658K | Buy |
10,335
+41
| +0.4% | +$2.61K | 0.08% | 205 |
|
|
2019
Q3 | $636K | Buy |
10,294
+38
| +0.4% | +$2.35K | 0.09% | 191 |
|
|
2019
Q2 | $567K | Sell |
10,256
-45
| -0.4% | -$2.49K | 0.08% | 203 |
|
|
2019
Q1 | $532K | Buy |
+10,301
| New | +$532K | 0.09% | 200 |
|