Lido 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 | $7.68M | Sell |
83,595
-1,347
| -2% | -$124K | 0.03% | 274 |
|
|
2025
Q1 | $7.81M | Buy |
84,942
+6,803
| +9% | +$626K | 0.04% | 254 |
|
|
2024
Q4 | $6.43M | Buy |
78,139
+1,030
| +1% | +$84.8K | 0.03% | 264 |
|
|
2024
Q3 | $6.95M | Sell |
77,109
-875
| -1% | -$78.9K | 0.03% | 245 |
|
|
2024
Q2 | $6.05M | Sell |
77,984
-11,326
| -13% | -$879K | 0.03% | 246 |
|
|
2024
Q1 | $6.41M | Buy |
89,310
+19,495
| +28% | +$1.4M | 0.04% | 232 |
|
|
2023
Q4 | $4.9M | Sell |
69,815
-2,370
| -3% | -$166K | 0.03% | 251 |
|
|
2023
Q3 | $4.67M | Sell |
72,185
-12,411
| -15% | -$803K | 0.04% | 238 |
|
|
2023
Q2 | $5.94M | Buy |
84,596
+11,850
| +16% | +$832K | 0.04% | 188 |
|
|
2023
Q1 | $5.06M | Buy |
72,746
+2,015
| +3% | +$140K | 0.05% | 196 |
|
|
2022
Q4 | $5.05M | Sell |
70,731
-12,139
| -15% | -$867K | 0.06% | 157 |
|
|
2022
Q3 | $5.64M | Buy |
82,870
+29,441
| +55% | +$2M | 0.07% | 123 |
|
|
2022
Q2 | $3.81M | Buy |
53,429
+8,201
| +18% | +$585K | 0.05% | 137 |
|
|
2022
Q1 | $3.28M | Buy |
45,228
+1,487
| +3% | +$108K | 0.04% | 173 |
|
|
2021
Q4 | $3M | Buy |
43,741
+579
| +1% | +$39.7K | 0.03% | 193 |
|
|
2021
Q3 | $2.67M | Buy |
43,162
+15,742
| +57% | +$975K | 0.04% | 204 |
|
|
2021
Q2 | $1.66M | Buy |
27,420
+1,327
| +5% | +$80.3K | 0.02% | 253 |
|
|
2021
Q1 | $1.62M | Buy |
26,093
+425
| +2% | +$26.4K | 0.03% | 231 |
|
|
2020
Q4 | $1.58M | Sell |
25,668
-45
| -0.2% | -$2.76K | 0.03% | 221 |
|
|
2020
Q3 | $1.39M | Buy |
25,713
+1,253
| +5% | +$67.9K | 0.04% | 188 |
|
|
2020
Q2 | $1.27M | Sell |
24,460
-1,241
| -5% | -$64.3K | 0.04% | 184 |
|
|
2020
Q1 | $1.39M | Buy |
25,701
+1,387
| +6% | +$75.1K | 0.06% | 160 |
|
|
2019
Q4 | $1.55M | Sell |
24,314
-18,326
| -43% | -$1.17M | 0.06% | 167 |
|
|
2019
Q3 | $2.63M | Buy |
42,640
+20,283
| +91% | +$1.25M | 0.13% | 91 |
|
|
2019
Q2 | $1.24M | Sell |
22,357
-3,132
| -12% | -$173K | 0.07% | 135 |
|
|
2019
Q1 | $1.32M | Buy |
25,489
+8,593
| +51% | +$444K | 0.09% | 130 |
|
|
2018
Q4 | $742K | Buy |
16,896
+2,320
| +16% | +$102K | 0.07% | 154 |
|
|
2018
Q3 | $635K | Buy |
14,576
+927
| +7% | +$40.4K | 0.06% | 179 |
|
|
2018
Q2 | $632K | Buy |
13,649
+609
| +5% | +$28.2K | 0.07% | 156 |
|
|
2018
Q1 | $582K | Buy |
13,040
+1,861
| +17% | +$83.1K | 0.08% | 153 |
|
|
2017
Q4 | $537K | Buy |
11,179
+310
| +3% | +$14.9K | 0.08% | 133 |
|
|
2017
Q3 | $567K | Buy |
10,869
+888
| +9% | +$46.3K | 0.09% | 126 |
|
|
2017
Q2 | $478K | Buy |
9,981
+51
| +0.5% | +$2.44K | 0.1% | 121 |
|
|
2017
Q1 | $497K | Sell |
9,930
-3,713
| -27% | -$186K | 0.14% | 103 |
|
|
2016
Q4 | $671K | Buy |
13,643
+3,985
| +41% | +$196K | 0.17% | 66 |
|
|
2016
Q3 | $495K | Buy |
9,658
+4,493
| +87% | +$230K | 0.15% | 67 |
|
|
2016
Q2 | $277K | Buy |
+5,165
| New | +$277K | 0.09% | 119 |
|