IMA Advisory Services’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 | $735 | Buy |
+8
| New | +$735 | ﹤0.01% | 369 |
|
|
2023
Q1 | – | Sell |
-431
| Closed | -$30.8K | – | 335 |
|
|
2022
Q4 | $30.8K | Hold |
431
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $29K | Hold |
431
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $31K | Hold |
431
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $31K | Hold |
431
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $30K | Hold |
431
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $27K | Hold |
431
| – | – | 0.01% | 180 |
|
|
2021
Q2 | $26K | Hold |
431
| – | – | 0.01% | 177 |
|
|
2021
Q1 | $27K | Hold |
431
| – | – | 0.01% | 180 |
|
|
2020
Q4 | $26K | Hold |
431
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $23K | Hold |
431
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $22K | Hold |
431
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $23K | Hold |
431
| – | – | 0.01% | 173 |
|
|
2019
Q4 | $27K | Hold |
431
| – | – | 0.01% | 172 |
|
|
2019
Q3 | $27K | Hold |
431
| – | – | 0.01% | 175 |
|
|
2019
Q2 | $24K | Hold |
431
| – | – | 0.01% | 174 |
|
|
2019
Q1 | $22K | Hold |
431
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $19K | Hold |
431
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $19K | Sell |
431
-16
| -4% | -$705 | 0.01% | 191 |
|
|
2018
Q2 | $21K | Buy |
+447
| New | +$21K | 0.01% | 214 |
|