LexAurum 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 | $207K | Sell |
2,256
-175
| -7% | -$16.1K | 0.03% | 344 |
|
|
2025
Q1 | $224K | Hold |
2,431
| – | – | 0.04% | 313 |
|
|
2024
Q4 | $200K | Buy |
2,431
+18
| +0.7% | +$1.48K | 0.04% | 319 |
|
|
2024
Q3 | $218K | Buy |
+2,413
| New | +$218K | 0.05% | 287 |
|
|
2023
Q1 | – | Sell |
-2,947
| Closed | -$210K | – | 265 |
|
|
2022
Q4 | $210K | Buy |
2,947
+2
| +0.1% | +$143 | 0.08% | 229 |
|
|
2022
Q3 | $200K | Buy |
2,945
+1
| +0% | +$68 | 0.08% | 226 |
|
|
2022
Q2 | $210K | Buy |
2,944
+30
| +1% | +$2.14K | 0.08% | 221 |
|
|
2022
Q1 | $211K | Sell |
2,914
-10
| -0.3% | -$724 | 0.07% | 242 |
|
|
2021
Q4 | $201K | Buy |
+2,924
| New | +$201K | 0.07% | 243 |
|