Kestra Private Wealth 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 | $7.11M | Buy |
77,447
+7,971
| +11% | +$732K | 0.1% | 225 |
|
|
2025
Q1 | $6.39M | Buy |
69,476
+6,724
| +11% | +$618K | 0.11% | 214 |
|
|
2024
Q4 | $5.17M | Buy |
62,752
+7,316
| +13% | +$602K | 0.09% | 238 |
|
|
2024
Q3 | $5M | Buy |
55,436
+665
| +1% | +$60K | 0.09% | 230 |
|
|
2024
Q2 | $4.25M | Sell |
54,771
-2,172
| -4% | -$168K | 0.09% | 244 |
|
|
2024
Q1 | $4.09M | Sell |
56,943
-1,448
| -2% | -$104K | 0.09% | 234 |
|
|
2023
Q4 | $4.09M | Buy |
58,391
+2,353
| +4% | +$165K | 0.1% | 215 |
|
|
2023
Q3 | $3.63M | Buy |
56,038
+8,246
| +17% | +$534K | 0.11% | 201 |
|
|
2023
Q2 | $3.36M | Buy |
47,792
+12,390
| +35% | +$870K | 0.12% | 199 |
|
|
2023
Q1 | $2.46M | Buy |
35,402
+1,065
| +3% | +$74.1K | 0.1% | 226 |
|
|
2022
Q4 | $2.45M | Buy |
34,337
+9,662
| +39% | +$690K | 0.12% | 193 |
|
|
2022
Q3 | $1.68M | Buy |
24,675
+4,553
| +23% | +$310K | 0.1% | 232 |
|
|
2022
Q2 | $1.44M | Buy |
20,122
+1,110
| +6% | +$79.2K | 0.08% | 279 |
|
|
2022
Q1 | $1.38M | Buy |
19,012
+376
| +2% | +$27.3K | 0.07% | 304 |
|
|
2021
Q4 | $1.28M | Buy |
18,636
+539
| +3% | +$37K | 0.06% | 325 |
|
|
2021
Q3 | $1.12M | Buy |
18,097
+3,781
| +26% | +$234K | 0.06% | 325 |
|
|
2021
Q2 | $866K | Buy |
14,316
+342
| +2% | +$20.7K | 0.05% | 369 |
|
|
2021
Q1 | $869K | Buy |
13,974
+627
| +5% | +$39K | 0.06% | 319 |
|
|
2020
Q4 | $809K | Buy |
13,347
+1,075
| +9% | +$65.2K | 0.06% | 321 |
|
|
2020
Q3 | $665K | Buy |
+12,272
| New | +$665K | 0.06% | 325 |
|