J.W. Cole Advisors’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 | $8.3M | Buy |
90,424
+6,932
| +8% | +$637K | 0.18% | 123 |
|
|
2025
Q1 | $7.68M | Buy |
83,492
+52,890
| +173% | +$4.86M | 0.24% | 83 |
|
|
2024
Q4 | $2.52M | Buy |
30,602
+403
| +1% | +$33.2K | 0.1% | 198 |
|
|
2024
Q3 | $2.72M | Buy |
30,199
+2,555
| +9% | +$230K | 0.11% | 185 |
|
|
2024
Q2 | $2.14M | Buy |
27,644
+359
| +1% | +$27.8K | 0.1% | 204 |
|
|
2024
Q1 | $1.96M | Buy |
27,285
+264
| +1% | +$18.9K | 0.1% | 213 |
|
|
2023
Q4 | $1.89M | Buy |
27,021
+3,646
| +16% | +$256K | 0.11% | 198 |
|
|
2023
Q3 | $1.51M | Sell |
23,375
-326
| -1% | -$21.1K | 0.11% | 195 |
|
|
2023
Q2 | $1.67M | Sell |
23,701
-1,200
| -5% | -$84.3K | 0.12% | 193 |
|
|
2023
Q1 | $1.73M | Buy |
24,901
+5,053
| +25% | +$352K | 0.12% | 192 |
|
|
2022
Q4 | $1.42M | Sell |
19,848
-1,084
| -5% | -$77.4K | 0.11% | 210 |
|
|
2022
Q3 | $1.42M | Buy |
20,932
+1,043
| +5% | +$70.9K | 0.12% | 203 |
|
|
2022
Q2 | $1.42M | Buy |
19,889
+698
| +4% | +$49.8K | 0.11% | 208 |
|
|
2022
Q1 | $1.39M | Sell |
19,191
-6,991
| -27% | -$507K | 0.09% | 233 |
|
|
2021
Q4 | $1.8M | Buy |
26,182
+43
| +0.2% | +$2.95K | 0.12% | 194 |
|
|
2021
Q3 | $1.62M | Buy |
26,139
+59
| +0.2% | +$3.66K | 0.12% | 116 |
|
|
2021
Q2 | $1.58M | Sell |
26,080
-1,423
| -5% | -$86.1K | 0.12% | 193 |
|
|
2021
Q1 | $1.71M | Buy |
27,503
+566
| +2% | +$35.2K | 0.16% | 151 |
|
|
2020
Q4 | $1.66M | Sell |
26,937
-36,561
| -58% | -$2.25M | 0.17% | 140 |
|
|
2020
Q3 | $3.44M | Buy |
63,498
+37,321
| +143% | +$2.02M | 0.26% | 89 |
|
|
2020
Q2 | $1.36M | Buy |
26,177
+17,106
| +189% | +$887K | 0.2% | 130 |
|
|
2020
Q1 | $491K | Sell |
9,071
-23,319
| -72% | -$1.26M | 0.95% | 30 |
|
|
2019
Q4 | $2.06M | Buy |
+32,390
| New | +$2.06M | 0.26% | 106 |
|