Insigneo 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 | $336K | Buy |
3,661
+412
| +13% | +$37.8K | 0.03% | 425 |
|
|
2025
Q1 | $299K | Buy |
3,249
+102
| +3% | +$9.38K | 0.03% | 413 |
|
|
2024
Q4 | $259K | Sell |
3,147
-3,113
| -50% | -$256K | 0.03% | 453 |
|
|
2024
Q3 | $565K | Sell |
6,260
-1,911
| -23% | -$172K | 0.06% | 290 |
|
|
2024
Q2 | $707K | Buy |
8,171
+2,060
| +34% | +$178K | 0.08% | 219 |
|
|
2024
Q1 | $438K | Buy |
6,111
+437
| +8% | +$31.4K | 0.05% | 294 |
|
|
2023
Q4 | $398K | Buy |
5,674
+791
| +16% | +$55.5K | 0.06% | 276 |
|
|
2023
Q3 | $316K | Buy |
4,883
+146
| +3% | +$9.45K | 0.06% | 277 |
|
|
2023
Q2 | $333K | Buy |
4,737
+1,768
| +60% | +$124K | 0.06% | 267 |
|
|
2023
Q1 | $207K | Buy |
2,969
+150
| +5% | +$10.4K | 0.07% | 263 |
|
|
2022
Q4 | $201K | Buy |
+2,819
| New | +$201K | 0.08% | 250 |
|