IEQ 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 | $3.43M | Sell |
37,319
-11,454
| -23% | -$1.05M | 0.02% | 518 |
|
|
2025
Q1 | $4.48M | Sell |
48,773
-3,408
| -7% | -$313K | 0.04% | 371 |
|
|
2024
Q4 | $4.3M | Sell |
52,181
-15,943
| -23% | -$1.31M | 0.04% | 301 |
|
|
2024
Q3 | $6.14M | Sell |
68,124
-6,935
| -9% | -$625K | 0.08% | 170 |
|
|
2024
Q2 | $5.82M | Buy |
75,059
+5,109
| +7% | +$396K | 0.08% | 163 |
|
|
2024
Q1 | $5.02M | Buy |
69,950
+7,232
| +12% | +$519K | 0.07% | 178 |
|
|
2023
Q4 | $4.4M | Buy |
62,718
+3,089
| +5% | +$217K | 0.07% | 175 |
|
|
2023
Q3 | $3.86M | Buy |
59,629
+1,758
| +3% | +$114K | 0.08% | 163 |
|
|
2023
Q2 | $4.07M | Buy |
57,871
+2,007
| +4% | +$141K | 0.08% | 166 |
|
|
2023
Q1 | $3.89M | Buy |
55,864
+9,516
| +21% | +$662K | 0.09% | 163 |
|
|
2022
Q4 | $3.31M | Buy |
46,348
+5,653
| +14% | +$404K | 0.09% | 166 |
|
|
2022
Q3 | $2.77M | Buy |
40,695
+3,266
| +9% | +$222K | 0.08% | 183 |
|
|
2022
Q2 | $2.67M | Buy |
37,429
+15,321
| +69% | +$1.09M | 0.08% | 166 |
|
|
2022
Q1 | $1.6M | Buy |
22,108
+1,656
| +8% | +$120K | 0.04% | 244 |
|
|
2021
Q4 | $1.4M | Buy |
20,452
+937
| +5% | +$64.2K | 0.03% | 248 |
|
|
2021
Q3 | $1.21M | Buy |
19,515
+12,821
| +192% | +$794K | 0.03% | 259 |
|
|
2021
Q2 | $405K | Buy |
6,694
+1,896
| +40% | +$115K | 0.01% | 398 |
|
|
2021
Q1 | $298K | Buy |
+4,798
| New | +$298K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-6,705
| Closed | -$364K | – | 394 |
|
|
2020
Q1 | $364K | Buy |
6,705
+2,414
| +56% | +$131K | 0.03% | 246 |
|
|
2019
Q4 | $273K | Buy |
+4,291
| New | +$273K | 0.02% | 332 |
|