ICW Investment 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 | $1.71M | Buy |
18,578
+150
| +0.8% | +$13.8K | 0.67% | 59 |
|
|
2025
Q1 | $1.69M | Buy |
18,428
+48
| +0.3% | +$4.41K | 0.69% | 59 |
|
|
2024
Q4 | $1.51M | Buy |
18,380
+324
| +2% | +$26.7K | 0.63% | 66 |
|
|
2024
Q3 | $1.63M | Buy |
18,056
+188
| +1% | +$17K | 0.68% | 66 |
|
|
2024
Q2 | $1.39M | Sell |
17,868
-269
| -1% | -$20.9K | 0.63% | 65 |
|
|
2024
Q1 | $1.3M | Buy |
18,137
+133
| +0.7% | +$9.54K | 0.58% | 74 |
|
|
2023
Q4 | $1.26M | Buy |
18,004
+266
| +1% | +$18.7K | 0.61% | 67 |
|
|
2023
Q3 | $1.15M | Buy |
17,738
+466
| +3% | +$30.2K | 0.62% | 67 |
|
|
2023
Q2 | $1.21M | Buy |
17,272
+192
| +1% | +$13.5K | 0.65% | 68 |
|
|
2023
Q1 | $1.19M | Buy |
17,080
+599
| +4% | +$41.7K | 0.67% | 61 |
|
|
2022
Q4 | $1.18M | Buy |
16,481
+343
| +2% | +$24.5K | 0.71% | 61 |
|
|
2022
Q3 | $1.1M | Buy |
16,138
+107
| +0.7% | +$7.27K | 0.74% | 59 |
|
|
2022
Q2 | $1.14M | Buy |
16,031
+50
| +0.3% | +$3.57K | 0.73% | 59 |
|
|
2022
Q1 | $1.16M | Buy |
15,981
+140
| +0.9% | +$10.2K | 0.67% | 66 |
|
|
2021
Q4 | $1.09M | Buy |
15,841
+803
| +5% | +$55.1K | 0.61% | 67 |
|
|
2021
Q3 | $932K | Buy |
15,038
+236
| +2% | +$14.6K | 0.6% | 68 |
|
|
2021
Q2 | $896K | Buy |
14,802
+342
| +2% | +$20.7K | 0.59% | 69 |
|
|
2021
Q1 | $899K | Buy |
14,460
+636
| +5% | +$39.5K | 0.62% | 67 |
|
|
2020
Q4 | $838K | Sell |
13,824
-387
| -3% | -$23.5K | 0.6% | 66 |
|
|
2020
Q3 | $771K | Buy |
14,211
+434
| +3% | +$23.5K | 0.58% | 70 |
|
|
2020
Q2 | $714K | Buy |
13,777
+488
| +4% | +$25.3K | 0.58% | 70 |
|
|
2020
Q1 | $719K | Buy |
13,289
+1,126
| +9% | +$60.9K | 0.68% | 64 |
|
|
2019
Q4 | $774K | Buy |
+12,163
| New | +$774K | 0.63% | 68 |
|