Good Life 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 | $1.83M | Buy |
19,946
+337
| +2% | +$30.9K | 0.11% | 152 |
|
|
2025
Q1 | $1.8M | Sell |
19,609
-263
| -1% | -$24.2K | 0.13% | 142 |
|
|
2024
Q4 | $1.64M | Sell |
19,872
-787
| -4% | -$64.8K | 0.12% | 142 |
|
|
2024
Q3 | $1.86M | Sell |
20,659
-115
| -0.6% | -$10.4K | 0.11% | 150 |
|
|
2024
Q2 | $1.61M | Buy |
20,774
+564
| +3% | +$43.7K | 0.13% | 135 |
|
|
2024
Q1 | $1.45M | Buy |
20,210
+254
| +1% | +$18.2K | 0.13% | 128 |
|
|
2023
Q4 | $1.4M | Buy |
19,956
+149
| +0.8% | +$10.4K | 0.14% | 129 |
|
|
2023
Q3 | $1.28M | Buy |
19,807
+247
| +1% | +$16K | 0.15% | 128 |
|
|
2023
Q2 | $1.37M | Sell |
19,560
-118
| -0.6% | -$8.29K | 0.15% | 122 |
|
|
2023
Q1 | $1.37M | Buy |
19,678
+3,090
| +19% | +$215K | 0.17% | 113 |
|
|
2022
Q4 | $1.18M | Sell |
16,588
-381
| -2% | -$27.2K | 0.16% | 123 |
|
|
2022
Q3 | $1.15M | Sell |
16,969
-13
| -0.1% | -$884 | 0.17% | 114 |
|
|
2022
Q2 | $1.21M | Sell |
16,982
-361
| -2% | -$25.7K | 0.17% | 113 |
|
|
2022
Q1 | $1.26M | Buy |
17,343
+1,529
| +10% | +$111K | 0.16% | 110 |
|
|
2021
Q4 | $1.09M | Buy |
15,814
+72
| +0.5% | +$4.94K | 0.13% | 122 |
|
|
2021
Q3 | $976K | Buy |
15,742
+3,375
| +27% | +$209K | 0.13% | 124 |
|
|
2021
Q2 | $748K | Sell |
12,367
-1,095
| -8% | -$66.2K | 0.14% | 118 |
|
|
2021
Q1 | $836K | Sell |
13,462
-218
| -2% | -$13.5K | 0.17% | 113 |
|
|
2020
Q4 | $838K | Buy |
13,680
+46
| +0.3% | +$2.82K | 0.2% | 93 |
|
|
2020
Q3 | $739K | Sell |
13,634
-1,997
| -13% | -$108K | 0.2% | 93 |
|
|
2020
Q2 | $809K | Sell |
15,631
-188
| -1% | -$9.73K | 0.24% | 79 |
|
|
2020
Q1 | $855K | Sell |
15,819
-128
| -0.8% | -$6.92K | 0.31% | 77 |
|
|
2019
Q4 | $1.01M | Buy |
15,947
+880
| +6% | +$55.9K | 0.29% | 67 |
|
|
2019
Q3 | $930K | Buy |
15,067
+3
| +0% | +$185 | 0.29% | 65 |
|
|
2019
Q2 | $832K | Buy |
15,064
+1,813
| +14% | +$100K | 0.24% | 74 |
|
|
2019
Q1 | $679K | Buy |
13,251
+2,122
| +19% | +$109K | 0.2% | 89 |
|
|
2018
Q4 | $489K | Buy |
11,129
+1,329
| +14% | +$58.4K | 0.16% | 110 |
|
|
2018
Q3 | $424K | Sell |
9,800
-359
| -4% | -$15.5K | 0.12% | 135 |
|
|
2018
Q2 | $468K | Sell |
10,159
-1,365
| -12% | -$62.9K | 0.15% | 120 |
|
|
2018
Q1 | $507K | Sell |
11,524
-88
| -0.8% | -$3.87K | 0.17% | 100 |
|
|
2017
Q4 | $542K | Sell |
11,612
-170
| -1% | -$7.94K | 0.17% | 94 |
|
|
2017
Q3 | $583K | Sell |
11,782
-294
| -2% | -$14.5K | 0.22% | 76 |
|
|
2017
Q2 | $566K | Sell |
12,076
-858
| -7% | -$40.2K | 0.25% | 73 |
|
|
2017
Q1 | $650K | Buy |
12,934
+884
| +7% | +$44.4K | 0.31% | 58 |
|
|
2016
Q4 | $585K | Buy |
+12,050
| New | +$585K | 0.34% | 55 |
|