Geneos Wealth 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 | $2.82M | Sell |
30,683
-21,839
| -42% | -$2.01M | 0.07% | 310 |
|
|
2025
Q1 | $4.83M | Buy |
52,522
+32,431
| +161% | +$2.98M | 0.07% | 309 |
|
|
2024
Q4 | $1.65M | Buy |
20,091
+773
| +4% | +$63.6K | 0.06% | 322 |
|
|
2024
Q3 | $1.74M | Buy |
19,318
+1,451
| +8% | +$131K | 0.07% | 306 |
|
|
2024
Q2 | $1.39M | Sell |
17,867
-437
| -2% | -$33.9K | 0.06% | 309 |
|
|
2024
Q1 | $1.31M | Buy |
18,304
+40
| +0.2% | +$2.87K | 0.06% | 309 |
|
|
2023
Q4 | $1.28M | Sell |
18,264
-5,518
| -23% | -$387K | 0.06% | 290 |
|
|
2023
Q3 | $1.54M | Buy |
23,782
+52
| +0.2% | +$3.37K | 0.08% | 254 |
|
|
2023
Q2 | $1.67M | Buy |
23,730
+7,796
| +49% | +$548K | 0.09% | 233 |
|
|
2023
Q1 | $1.11M | Sell |
15,934
-3,908
| -20% | -$272K | 0.07% | 272 |
|
|
2022
Q4 | $1.42M | Buy |
19,842
+1,091
| +6% | +$77.9K | 0.09% | 221 |
|
|
2022
Q3 | $1.28M | Sell |
18,751
-10,218
| -35% | -$695K | 0.09% | 215 |
|
|
2022
Q2 | $2.12M | Sell |
28,969
-363
| -1% | -$26.5K | 0.1% | 205 |
|
|
2022
Q1 | $2.13M | Buy |
29,332
+317
| +1% | +$23K | 0.09% | 214 |
|
|
2021
Q4 | $1.99M | Sell |
29,015
-3,063
| -10% | -$210K | 0.08% | 254 |
|
|
2021
Q3 | $1.98M | Buy |
32,078
+1,575
| +5% | +$97.2K | 0.08% | 249 |
|
|
2021
Q2 | $1.88M | Sell |
30,503
-8,254
| -21% | -$508K | 0.07% | 251 |
|
|
2021
Q1 | $2.56M | Sell |
38,757
-3,170
| -8% | -$210K | 0.07% | 261 |
|
|
2020
Q4 | $2.19M | Buy |
41,927
+9,895
| +31% | +$517K | 0.09% | 223 |
|
|
2020
Q3 | $1.72M | Buy |
32,032
+512
| +2% | +$27.5K | 0.09% | 215 |
|
|
2020
Q2 | $1.61M | Buy |
31,520
+53
| +0.2% | +$2.7K | 0.09% | 217 |
|
|
2020
Q1 | $1.76M | Sell |
31,467
-3,337
| -10% | -$187K | 0.12% | 183 |
|
|
2019
Q4 | $2.21M | Sell |
34,804
-1,363
| -4% | -$86.5K | 0.12% | 189 |
|
|
2019
Q3 | $2.23M | Sell |
36,167
-658
| -2% | -$40.6K | 0.13% | 170 |
|
|
2019
Q2 | $2.04M | Sell |
36,825
-87,410
| -70% | -$4.83M | 0.13% | 169 |
|
|
2019
Q1 | $6.42M | Sell |
124,235
-3,564
| -3% | -$184K | 0.42% | 52 |
|
|
2018
Q4 | $5.62M | Sell |
127,799
-59
| -0% | -$2.6K | 0.42% | 53 |
|
|
2018
Q3 | $5.57M | Buy |
127,858
+4,539
| +4% | +$198K | 0.37% | 61 |
|
|
2018
Q2 | $5.71M | Buy |
123,319
+2,012
| +2% | +$93.2K | 0.45% | 55 |
|
|
2018
Q1 | $5.42M | Buy |
121,307
+10,071
| +9% | +$450K | 0.47% | 56 |
|
|
2017
Q4 | $5.35M | Buy |
111,236
+2,291
| +2% | +$110K | 0.48% | 54 |
|
|
2017
Q3 | $5.36M | Sell |
108,945
-2,398
| -2% | -$118K | 0.53% | 44 |
|
|
2017
Q2 | $5.35M | Buy |
111,343
+14,183
| +15% | +$681K | 0.55% | 42 |
|
|
2017
Q1 | $4.86M | Buy |
97,160
+24,764
| +34% | +$1.24M | 0.51% | 44 |
|
|
2016
Q4 | $3.56M | Buy |
72,396
+19,330
| +36% | +$951K | 0.47% | 48 |
|
|
2016
Q3 | $2.72M | Buy |
53,066
+18,364
| +53% | +$941K | 0.37% | 66 |
|
|
2016
Q2 | $1.87M | Buy |
34,702
+4,462
| +15% | +$240K | 0.27% | 90 |
|
|
2016
Q1 | $1.56M | Buy |
+30,240
| New | +$1.56M | 0.24% | 104 |
|