Integrated Advisors Network’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 | $1.12M | Buy |
12,218
+54
| +0.4% | +$4.96K | 0.05% | 327 |
|
|
2025
Q1 | $1.12M | Sell |
12,164
-242
| -2% | -$22.3K | 0.06% | 297 |
|
|
2024
Q4 | $1.02M | Sell |
12,406
-367
| -3% | -$30.2K | 0.05% | 299 |
|
|
2024
Q3 | $1.15M | Sell |
12,773
-1,033
| -7% | -$93.2K | 0.05% | 290 |
|
|
2024
Q2 | $1.07M | Sell |
13,806
-273
| -2% | -$21.2K | 0.05% | 294 |
|
|
2024
Q1 | $1.01M | Buy |
14,079
+3
| +0% | +$215 | 0.05% | 303 |
|
|
2023
Q4 | $987K | Buy |
14,076
+222
| +2% | +$15.6K | 0.06% | 296 |
|
|
2023
Q3 | $897K | Sell |
13,854
-348
| -2% | -$22.5K | 0.05% | 295 |
|
|
2023
Q2 | $998K | Buy |
14,202
+394
| +3% | +$27.7K | 0.06% | 290 |
|
|
2023
Q1 | $961K | Buy |
13,808
+1,538
| +13% | +$107K | 0.06% | 294 |
|
|
2022
Q4 | $876K | Buy |
12,270
+118
| +1% | +$8.43K | 0.06% | 315 |
|
|
2022
Q3 | $826K | Sell |
12,152
-6,180
| -34% | -$420K | 0.06% | 302 |
|
|
2022
Q2 | $1.31M | Buy |
18,332
+2,400
| +15% | +$171K | 0.09% | 240 |
|
|
2022
Q1 | $1.16M | Buy |
15,932
+2,961
| +23% | +$215K | 0.07% | 278 |
|
|
2021
Q4 | $890K | Sell |
12,971
-720
| -5% | -$49.4K | 0.05% | 312 |
|
|
2021
Q3 | $848K | Buy |
13,691
+552
| +4% | +$34.2K | 0.06% | 298 |
|
|
2021
Q2 | $795K | Buy |
13,139
+2,253
| +21% | +$136K | 0.06% | 266 |
|
|
2021
Q1 | $677K | Buy |
10,886
+3,089
| +40% | +$192K | 0.06% | 270 |
|
|
2020
Q4 | $479K | Sell |
7,797
-3,886
| -33% | -$239K | 0.05% | 289 |
|
|
2020
Q3 | $633K | Buy |
11,683
+5,125
| +78% | +$278K | 0.08% | 221 |
|
|
2020
Q2 | $340K | Buy |
6,558
+1,133
| +21% | +$58.7K | 0.04% | 325 |
|
|
2020
Q1 | $294K | Buy |
5,425
+865
| +19% | +$46.9K | 0.06% | 270 |
|
|
2019
Q4 | $290K | Buy |
+4,560
| New | +$290K | 0.04% | 333 |
|