IA
Insight Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
3,247
| – | – | 0.05% | 213 |
|
|
2025
Q1 | $299K | Hold |
3,247
| – | – | 0.05% | 209 |
|
|
2024
Q4 | $267K | Hold |
3,247
| – | – | 0.05% | 238 |
|
|
2024
Q3 | $293K | Hold |
3,247
| – | – | 0.05% | 227 |
|
|
2024
Q2 | $252K | Buy |
3,247
+9
| +0.3% | +$698 | 0.05% | 248 |
|
|
2024
Q1 | $232K | Hold |
3,238
| – | – | 0.04% | 266 |
|
|
2023
Q4 | $227K | Sell |
3,238
-12
| -0.4% | -$841 | 0.05% | 256 |
|
|
2023
Q3 | $210K | Sell |
3,250
-19
| -0.6% | -$1.23K | 0.05% | 256 |
|
|
2023
Q2 | $230K | Sell |
3,269
-138
| -4% | -$9.69K | 0.05% | 253 |
|
|
2023
Q1 | $237K | Hold |
3,407
| – | – | 0.06% | 265 |
|
|
2022
Q4 | $245K | Buy |
3,407
+8
| +0.2% | +$575 | 0.09% | 272 |
|
|
2022
Q3 | $231K | Sell |
3,399
-18
| -0.5% | -$1.22K | 0.09% | 246 |
|
|
2022
Q2 | $266K | Sell |
3,417
-36
| -1% | -$2.8K | 0.09% | 243 |
|
|
2022
Q1 | $250K | Hold |
3,453
| – | – | 0.07% | 276 |
|
|
2021
Q4 | $237K | Hold |
3,453
| – | – | 0.07% | 278 |
|
|
2021
Q3 | $216K | Buy |
3,453
+12
| +0.3% | +$751 | 0.06% | 284 |
|
|
2021
Q2 | $220K | Hold |
3,441
| – | – | 0.07% | 286 |
|
|
2021
Q1 | $228K | Sell |
3,441
-6
| -0.2% | -$398 | 0.07% | 299 |
|
|
2020
Q4 | $212K | Buy |
+3,447
| New | +$212K | 0.08% | 253 |
|