Kavar Capital Partners Group’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 | $2.38M | Sell |
25,943
-1,000
| -4% | -$91.8K | 0.34% | 68 |
|
|
2025
Q1 | $2.48M | Hold |
26,943
| – | – | 0.41% | 62 |
|
|
2024
Q4 | $2.22M | Hold |
26,943
| – | – | 0.37% | 63 |
|
|
2024
Q3 | $2.43M | Hold |
26,943
| – | – | 0.38% | 67 |
|
|
2024
Q2 | $2.09M | Sell |
26,943
-250
| -0.9% | -$19.4K | 0.38% | 67 |
|
|
2024
Q1 | $1.95M | Sell |
27,193
-29,043
| -52% | -$2.08M | 0.36% | 68 |
|
|
2023
Q4 | $3.94M | Buy |
56,236
+27,734
| +97% | +$1.94M | 0.44% | 61 |
|
|
2023
Q3 | $1.84M | Sell |
28,502
-981
| -3% | -$63.5K | 0.4% | 65 |
|
|
2023
Q2 | $2.07M | Sell |
29,483
-331
| -1% | -$23.3K | 0.44% | 65 |
|
|
2023
Q1 | $2.07M | Sell |
29,814
-275
| -0.9% | -$19.1K | 0.45% | 61 |
|
|
2022
Q4 | $2.15M | Sell |
30,089
-950
| -3% | -$67.8K | 0.5% | 59 |
|
|
2022
Q3 | $2.11M | Buy |
31,039
+4,084
| +15% | +$278K | 0.54% | 58 |
|
|
2022
Q2 | $1.92M | Buy |
26,955
+54
| +0.2% | +$3.85K | 0.45% | 61 |
|
|
2022
Q1 | $1.95M | Hold |
26,901
| – | – | 0.42% | 62 |
|
|
2021
Q4 | $1.85M | Hold |
26,901
| – | – | 0.38% | 70 |
|
|
2021
Q3 | $1.67M | Sell |
26,901
-800
| -3% | -$49.6K | 0.38% | 69 |
|
|
2021
Q2 | $1.68M | Sell |
27,701
-375
| -1% | -$22.7K | 0.4% | 68 |
|
|
2021
Q1 | $1.75M | Sell |
28,076
-2,100
| -7% | -$131K | 0.47% | 66 |
|
|
2020
Q4 | $1.85M | Hold |
30,176
| – | – | 0.53% | 59 |
|
|
2020
Q3 | $1.64M | Sell |
30,176
-450
| -1% | -$24.4K | 0.55% | 54 |
|
|
2020
Q2 | $1.59M | Buy |
30,626
+225
| +0.7% | +$11.7K | 0.61% | 55 |
|
|
2020
Q1 | $1.65M | Sell |
30,401
-6,325
| -17% | -$342K | 0.79% | 49 |
|
|
2019
Q4 | $2.34M | Sell |
36,726
-200
| -0.5% | -$12.7K | 0.87% | 44 |
|
|
2019
Q3 | $2.28M | Sell |
36,926
-150
| -0.4% | -$9.27K | 0.89% | 44 |
|
|
2019
Q2 | $2.05M | Buy |
37,076
+1,400
| +4% | +$77.4K | 0.81% | 47 |
|
|
2019
Q1 | $1.84M | Hold |
35,676
| – | – | 0.82% | 47 |
|
|
2018
Q4 | $1.57M | Buy |
35,676
+1,225
| +4% | +$53.8K | 0.85% | 51 |
|
|
2018
Q3 | $1.5M | Sell |
34,451
-200
| -0.6% | -$8.72K | 0.74% | 56 |
|
|
2018
Q2 | $1.61M | Buy |
34,651
+500
| +1% | +$23.2K | 0.81% | 51 |
|
|
2018
Q1 | $1.53M | Buy |
34,151
+2,150
| +7% | +$96K | 0.8% | 54 |
|
|
2017
Q4 | $1.54M | Buy |
32,001
+800
| +3% | +$38.5K | 0.82% | 54 |
|
|
2017
Q3 | $1.53M | Buy |
+31,201
| New | +$1.53M | 0.84% | 56 |
|
|
2016
Q3 | – | Sell |
-4,801
| Closed | -$257K | – | 102 |
|
|
2016
Q2 | $257K | Hold |
4,801
| – | – | 0.17% | 93 |
|
|
2016
Q1 | $248K | Hold |
4,801
| – | – | 0.16% | 92 |
|
|
2015
Q4 | $224K | Hold |
4,801
| – | – | 0.14% | 100 |
|
|
2015
Q3 | $214K | Sell |
4,801
-200
| -4% | -$8.92K | 0.15% | 97 |
|
|
2015
Q2 | $209K | Hold |
5,001
| – | – | 0.14% | 113 |
|
|
2015
Q1 | $221K | Hold |
5,001
| – | – | 0.19% | 97 |
|
|
2014
Q4 | $246K | Sell |
5,001
-800
| -14% | -$39.4K | 0.19% | 115 |
|
|
2014
Q3 | $253K | Hold |
5,801
| – | – | 0.22% | 114 |
|
|
2014
Q2 | $263K | Hold |
5,801
| – | – | 0.22% | 113 |
|
|
2014
Q1 | $254K | Hold |
5,801
| – | – | 0.21% | 114 |
|
|
2013
Q4 | $238K | Buy |
+5,801
| New | +$238K | 0.21% | 108 |
|