International Assets Investment Management’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 | $1.33M | Sell |
14,493
-1,515
| -9% | -$139K | 0.11% | 182 |
|
|
2025
Q1 | $1.47M | Buy |
16,008
+95
| +0.6% | +$8.74K | 0.13% | 152 |
|
|
2024
Q4 | $1.31M | Sell |
15,913
-1,486,900
| -99% | -$122M | 0.11% | 175 |
|
|
2024
Q3 | $16.7K | Buy |
1,502,813
+1,485,816
| +8,742% | +$16.5K | 0.05% | 310 |
|
|
2024
Q2 | $1.32M | Buy |
16,997
+1,171
| +7% | +$90.8K | 0.12% | 151 |
|
|
2024
Q1 | $1.13M | Sell |
15,826
-1,281
| -7% | -$91.1K | 0.12% | 188 |
|
|
2023
Q4 | $1.2M | Sell |
17,107
-1,625
| -9% | -$114K | 0.15% | 148 |
|
|
2023
Q3 | $1.24M | Buy |
18,732
+2,095
| +13% | +$139K | 0.17% | 122 |
|
|
2023
Q2 | $1.17M | Buy |
16,637
+1,692
| +11% | +$119K | 0.16% | 128 |
|
|
2023
Q1 | $1.04M | Sell |
14,945
-84,690
| -85% | -$5.89M | 0.15% | 138 |
|
|
2022
Q4 | $2.4M | Buy |
99,635
+85,504
| +605% | +$2.06M | 0.25% | 87 |
|
|
2022
Q3 | $961K | Buy |
14,131
+1,486
| +12% | +$101K | 0.21% | 111 |
|
|
2022
Q2 | $902 | Sell |
12,645
-185
| -1% | -$13 | 0.08% | 131 |
|
|
2022
Q1 | $930K | Sell |
12,830
-1,319
| -9% | -$95.6K | 0.17% | 129 |
|
|
2021
Q4 | $970K | Buy |
14,149
+1,061
| +8% | +$72.7K | 0.17% | 142 |
|
|
2021
Q3 | $811K | Sell |
13,088
-748
| -5% | -$46.4K | 0.14% | 168 |
|
|
2021
Q2 | $837K | Sell |
13,836
-13,926
| -50% | -$842K | 0.15% | 150 |
|
|
2021
Q1 | $1.72M | Buy |
27,762
+13,589
| +96% | +$840K | 0.16% | 132 |
|
|
2020
Q4 | $871K | Buy |
14,173
+527
| +4% | +$32.4K | 0.16% | 125 |
|
|
2020
Q3 | $740K | Buy |
13,646
+1,284
| +10% | +$69.6K | 0.18% | 121 |
|
|
2020
Q2 | $641K | Sell |
12,362
-230
| -2% | -$11.9K | 0.15% | 133 |
|
|
2020
Q1 | $682K | Buy |
+12,592
| New | +$682K | 0.21% | 96 |
|