Kestra Advisory Services’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 | $25.1M | Buy |
273,854
+18,512
| +7% | +$1.7M | 0.12% | 151 |
|
|
2025
Q1 | $23.5M | Sell |
255,342
-7,657
| -3% | -$704K | 0.11% | 140 |
|
|
2024
Q4 | $21.7M | Sell |
262,999
-31,541
| -11% | -$2.6M | 0.12% | 160 |
|
|
2024
Q3 | $26.6M | Sell |
294,540
-42,722
| -13% | -$3.85M | 0.15% | 137 |
|
|
2024
Q2 | $24.7M | Buy |
337,262
+58,382
| +21% | +$4.28M | 0.14% | 154 |
|
|
2024
Q1 | $20M | Buy |
278,880
+41,161
| +17% | +$2.95M | 0.13% | 148 |
|
|
2023
Q4 | $16.7M | Buy |
237,719
+35,067
| +17% | +$2.46M | 0.14% | 150 |
|
|
2023
Q3 | $13.1M | Sell |
202,652
-26,289
| -11% | -$1.7M | 0.13% | 178 |
|
|
2023
Q2 | $16.1M | Buy |
228,941
+51,454
| +29% | +$3.61M | 0.16% | 132 |
|
|
2023
Q1 | $12.3M | Sell |
177,487
-18,210
| -9% | -$1.27M | 0.13% | 172 |
|
|
2022
Q4 | $14M | Sell |
195,697
-1,221
| -0.6% | -$87.2K | 0.12% | 197 |
|
|
2022
Q3 | $13.4M | Buy |
196,918
+39,882
| +25% | +$2.71M | 0.14% | 168 |
|
|
2022
Q2 | $11.2M | Buy |
157,036
+11,144
| +8% | +$795K | 0.12% | 193 |
|
|
2022
Q1 | $10.6M | Sell |
145,892
-32,628
| -18% | -$2.37M | 0.11% | 207 |
|
|
2021
Q4 | $12.2M | Buy |
178,520
+27,468
| +18% | +$1.88M | 0.12% | 188 |
|
|
2021
Q3 | $9.36M | Sell |
151,052
-30,094
| -17% | -$1.86M | 0.09% | 238 |
|
|
2021
Q2 | $11M | Sell |
181,146
-2,775
| -2% | -$168K | 0.12% | 186 |
|
|
2021
Q1 | $11.4M | Sell |
183,921
-139,646
| -43% | -$8.68M | 0.15% | 167 |
|
|
2020
Q4 | $19.6M | Buy |
323,567
+61,708
| +24% | +$3.74M | 0.23% | 103 |
|
|
2020
Q3 | $14.2M | Buy |
+261,859
| New | +$14.2M | 0.26% | 87 |
|