Intrua Financial’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 | $599K | Buy |
6,521
+614
| +10% | +$56.4K | 0.08% | 177 |
|
|
2025
Q1 | $543K | Buy |
5,907
+106
| +2% | +$9.75K | 0.08% | 181 |
|
|
2024
Q4 | $478K | Sell |
5,801
-781
| -12% | -$64.3K | 0.07% | 201 |
|
|
2024
Q3 | $594K | Sell |
6,582
-6,616
| -50% | -$597K | 0.09% | 192 |
|
|
2024
Q2 | $1.02M | Buy |
13,198
+3,931
| +42% | +$305K | 0.15% | 122 |
|
|
2024
Q1 | $665K | Sell |
9,267
-231
| -2% | -$16.6K | 0.1% | 192 |
|
|
2023
Q4 | $666K | Sell |
9,498
-789
| -8% | -$55.3K | 0.1% | 183 |
|
|
2023
Q3 | $666K | Sell |
10,287
-806
| -7% | -$52.2K | 0.11% | 161 |
|
|
2023
Q2 | $779K | Buy |
11,093
+1,840
| +20% | +$129K | 0.13% | 144 |
|
|
2023
Q1 | $679K | Buy |
9,253
+1,056
| +13% | +$77.5K | 0.14% | 141 |
|
|
2022
Q4 | $545K | Sell |
8,197
-517
| -6% | -$34.4K | 0.13% | 171 |
|
|
2022
Q3 | $593K | Buy |
8,714
+1,547
| +22% | +$105K | 0.16% | 141 |
|
|
2022
Q2 | $511K | Sell |
7,167
-152
| -2% | -$10.8K | 0.11% | 204 |
|
|
2022
Q1 | $531K | Sell |
7,319
-102
| -1% | -$7.4K | 0.1% | 219 |
|
|
2021
Q4 | $509K | Sell |
7,421
-895
| -11% | -$61.4K | 0.09% | 215 |
|
|
2021
Q3 | $521K | Buy |
8,316
+4,245
| +104% | +$266K | 0.1% | 206 |
|
|
2021
Q2 | $267K | Sell |
4,071
-217
| -5% | -$14.2K | 0.06% | 245 |
|
|
2021
Q1 | $276K | Buy |
+4,288
| New | +$276K | 0.07% | 236 |
|