IFP 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 | $1.15M | Sell |
12,206
-418
| -3% | -$39.2K | 0.03% | 540 |
|
|
2025
Q1 | $1.17M | Sell |
12,624
-1,396
| -10% | -$130K | 0.04% | 513 |
|
|
2024
Q4 | $1.16M | Buy |
14,020
+896
| +7% | +$74.4K | 0.04% | 490 |
|
|
2024
Q3 | $1.18M | Sell |
13,124
-17,093
| -57% | -$1.54M | 0.04% | 435 |
|
|
2024
Q2 | $2.34M | Sell |
30,217
-1,508
| -5% | -$117K | 0.09% | 230 |
|
|
2024
Q1 | $2.28M | Buy |
31,725
+16,326
| +106% | +$1.17M | 0.1% | 226 |
|
|
2023
Q4 | $1.08M | Sell |
15,399
-7,358
| -32% | -$516K | 0.05% | 375 |
|
|
2023
Q3 | $1.47M | Buy |
22,757
+3,465
| +18% | +$224K | 0.07% | 302 |
|
|
2023
Q2 | $1.36M | Sell |
19,292
-739
| -4% | -$51.9K | 0.06% | 346 |
|
|
2023
Q1 | $885K | Sell |
20,031
-28,943
| -59% | -$1.28M | 0.04% | 427 |
|
|
2022
Q4 | $2.17M | Buy |
48,974
+5,765
| +13% | +$255K | 0.06% | 353 |
|
|
2022
Q3 | $1.93M | Buy |
43,209
+858
| +2% | +$38.4K | 0.05% | 414 |
|
|
2022
Q2 | $1.89M | Hold |
42,351
| – | – | 0.06% | 364 |
|
|
2022
Q1 | $1.89M | Buy |
42,351
+23,534
| +125% | +$1.05M | 0.06% | 364 |
|
|
2021
Q4 | $1.29M | Buy |
18,817
+251
| +1% | +$17.2K | 0.03% | 342 |
|
|
2021
Q3 | $1.15M | Buy |
18,566
+1,236
| +7% | +$76.8K | 0.02% | 354 |
|
|
2021
Q2 | $1.05M | Buy |
17,330
+1,250
| +8% | +$75.4K | 0.02% | 366 |
|
|
2021
Q1 | $1M | Buy |
16,080
+720
| +5% | +$44.9K | 0.02% | 362 |
|
|
2020
Q4 | $943K | Sell |
15,360
-11,616
| -43% | -$713K | 0.04% | 365 |
|
|
2020
Q3 | $1.45M | Buy |
26,976
+100
| +0.4% | +$5.39K | 0.09% | 224 |
|
|
2020
Q2 | $1.38M | Buy |
26,876
+11,690
| +77% | +$602K | 0.11% | 198 |
|
|
2020
Q1 | $840K | Sell |
15,186
-7,951
| -34% | -$440K | 0.08% | 242 |
|
|
2019
Q4 | $1.46M | Sell |
23,137
-8,513
| -27% | -$539K | 0.11% | 215 |
|
|
2019
Q3 | $1.95M | Buy |
+31,650
| New | +$1.95M | 0.13% | 172 |
|
|
2019
Q1 | $1.16M | Sell |
22,377
-26,485
| -54% | -$1.37M | 0.16% | 137 |
|
|
2018
Q4 | $2.15M | Sell |
48,862
-25,084
| -34% | -$1.1M | 0.13% | 176 |
|
|
2018
Q3 | $3.22M | Buy |
73,946
+405
| +0.6% | +$17.7K | 0.13% | 182 |
|
|
2018
Q2 | $3.41M | Buy |
73,541
+2,626
| +4% | +$122K | 0.14% | 165 |
|
|
2018
Q1 | $3.41M | Hold |
70,915
| – | – | 0.15% | 152 |
|
|
2017
Q4 | $3.41M | Sell |
70,915
-77,596
| -52% | -$3.73M | 0.15% | 152 |
|
|
2017
Q3 | $7.3M | Sell |
148,511
-8,391
| -5% | -$412K | 0.29% | 71 |
|
|
2017
Q2 | $7.51M | Buy |
156,902
+1,091
| +0.7% | +$52.2K | 0.32% | 60 |
|
|
2017
Q1 | $7.76M | Sell |
155,811
-2,596
| -2% | -$129K | 0.34% | 60 |
|
|
2016
Q4 | $7.79M | Buy |
158,407
+20,245
| +15% | +$996K | 0.38% | 52 |
|
|
2016
Q3 | $7.09M | Sell |
138,162
-4,348
| -3% | -$223K | 0.37% | 54 |
|
|
2016
Q2 | $7.64M | Buy |
142,510
+120,133
| +537% | +$6.44M | 0.43% | 45 |
|
|
2016
Q1 | $1.16M | Sell |
22,377
-101,600
| -82% | -$5.24M | 0.16% | 137 |
|
|
2015
Q4 | $5.8M | Buy |
+123,977
| New | +$5.8M | 0.39% | 54 |
|