Investors Research Corp’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 | $516K | Buy |
5,623
+5,353
| +1,983% | +$492K | 0.1% | 198 |
|
|
2025
Q1 | $24.8K | Buy |
270
+216
| +400% | +$19.9K | 0.01% | 549 |
|
|
2024
Q4 | $4.45K | Buy |
+54
| New | +$4.45K | ﹤0.01% | 775 |
|
|
2019
Q2 | – | Sell |
-18,562
| Closed | -$959K | – | 1086 |
|
|
2019
Q1 | $959K | Sell |
18,562
-200
| -1% | -$10.3K | 0.51% | 45 |
|
|
2018
Q4 | $824K | Hold |
18,762
| – | – | 0.58% | 45 |
|
|
2018
Q3 | $818K | Buy |
18,762
+148
| +0.8% | +$6.45K | 0.47% | 61 |
|
|
2018
Q2 | $862K | Buy |
18,614
+1,102
| +6% | +$51K | 0.5% | 51 |
|
|
2018
Q1 | $782K | Buy |
+17,512
| New | +$782K | 0.48% | 59 |
|