Fusion Capital’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 | $455K | Buy |
4,953
+1,278
| +35% | +$117K | 0.16% | 63 |
|
|
2025
Q1 | $338K | Sell |
3,675
-35
| -0.9% | -$3.22K | 0.13% | 64 |
|
|
2024
Q4 | $305K | Sell |
3,710
-166
| -4% | -$13.7K | 0.12% | 70 |
|
|
2024
Q3 | $350K | Buy |
3,876
+10
| +0.3% | +$902 | 0.15% | 64 |
|
|
2024
Q2 | $300K | Sell |
3,866
-663
| -15% | -$51.4K | 0.14% | 65 |
|
|
2024
Q1 | $325K | Buy |
4,529
+47
| +1% | +$3.37K | 0.15% | 64 |
|
|
2023
Q4 | $314K | Sell |
4,482
-1,274
| -22% | -$89.3K | 0.16% | 60 |
|
|
2023
Q3 | $373K | Buy |
5,756
+4
| +0.1% | +$259 | 0.21% | 48 |
|
|
2023
Q2 | $404K | Buy |
5,752
+273
| +5% | +$19.2K | 0.23% | 48 |
|
|
2023
Q1 | $381K | Buy |
5,479
+375
| +7% | +$26.1K | 0.22% | 47 |
|
|
2022
Q4 | $365K | Buy |
5,104
+25
| +0.5% | +$1.79K | 0.22% | 46 |
|
|
2022
Q3 | $346K | Sell |
5,079
-70
| -1% | -$4.77K | 0.23% | 49 |
|
|
2022
Q2 | $367K | Buy |
5,149
+42
| +0.8% | +$2.99K | 0.23% | 51 |
|
|
2022
Q1 | $370K | Buy |
5,107
+23
| +0.5% | +$1.67K | 0.19% | 59 |
|
|
2021
Q4 | $349K | Buy |
5,084
+223
| +5% | +$15.3K | 0.18% | 61 |
|
|
2021
Q3 | $301K | Buy |
4,861
+23
| +0.5% | +$1.42K | 0.18% | 60 |
|
|
2021
Q2 | $293K | Buy |
4,838
+245
| +5% | +$14.8K | 0.18% | 61 |
|
|
2021
Q1 | $286K | Sell |
4,593
-2,489
| -35% | -$155K | 0.19% | 58 |
|
|
2020
Q4 | $435K | Buy |
7,082
+1,456
| +26% | +$89.4K | 0.31% | 42 |
|
|
2020
Q3 | $305K | Sell |
5,626
-168
| -3% | -$9.11K | 0.27% | 47 |
|
|
2020
Q2 | $300K | Buy |
5,794
+9
| +0.2% | +$466 | 0.29% | 41 |
|
|
2020
Q1 | $313K | Buy |
+5,785
| New | +$313K | 0.37% | 36 |
|