Inscription 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 | $467K | Buy |
5,089
+811
| +19% | +$74.5K | 0.07% | 229 |
|
|
2025
Q1 | $307K | Buy |
+4,278
| New | +$307K | 0.05% | 242 |
|
|
2024
Q3 | $361K | Sell |
4,008
-274
| -6% | -$24.7K | 0.05% | 236 |
|
|
2024
Q2 | $332K | Buy |
4,282
+4
| +0.1% | +$310 | 0.05% | 240 |
|
|
2024
Q1 | $307K | Sell |
4,278
-300
| -7% | -$21.5K | 0.05% | 242 |
|
|
2023
Q4 | $321K | Sell |
4,578
-301
| -6% | -$21.1K | 0.09% | 160 |
|
|
2023
Q3 | $316K | Sell |
4,879
-7
| -0.1% | -$453 | 0.1% | 139 |
|
|
2023
Q2 | $343K | Sell |
4,886
-343
| -7% | -$24.1K | 0.11% | 139 |
|
|
2023
Q1 | $364K | Hold |
5,229
| – | – | 0.1% | 142 |
|
|
2022
Q4 | $373K | Hold |
5,229
| – | – | 0.13% | 132 |
|
|
2022
Q3 | $356K | Buy |
5,229
+208
| +4% | +$14.2K | 0.1% | 137 |
|
|
2022
Q2 | $358K | Buy |
5,021
+403
| +9% | +$28.7K | 0.06% | 186 |
|
|
2022
Q1 | $335K | Buy |
4,618
+3
| +0.1% | +$218 | 0.1% | 151 |
|
|
2021
Q4 | $317K | Sell |
4,615
-147
| -3% | -$10.1K | 0.09% | 173 |
|
|
2021
Q3 | $295K | Sell |
4,762
-93,916
| -95% | -$5.82M | 0.09% | 172 |
|
|
2021
Q2 | $5.97M | Buy |
+98,678
| New | +$5.97M | 0.68% | 29 |
|
|
2020
Q4 | – | Sell |
-5,292
| Closed | -$287K | – | 187 |
|
|
2020
Q3 | $287K | Buy |
5,292
+650
| +14% | +$35.3K | 0.13% | 127 |
|
|
2020
Q2 | $241K | Buy |
4,642
+100
| +2% | +$5.19K | 0.13% | 118 |
|
|
2020
Q1 | $246K | Sell |
4,542
-325
| -7% | -$17.6K | 0.16% | 102 |
|
|
2019
Q4 | $310K | Hold |
4,867
| – | – | 0.14% | 119 |
|
|
2019
Q3 | $301K | Buy |
+4,867
| New | +$301K | 0.17% | 113 |
|