Lindbrook Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $552K | Buy |
6,008
+159
| +3% | +$14.6K | 0.05% | 211 |
|
|
2024
Q4 | $481K | Buy |
5,849
+957
| +20% | +$78.8K | 0.04% | 222 |
|
|
2024
Q3 | $441K | Sell |
4,892
-99
| -2% | -$8.93K | 0.04% | 241 |
|
|
2024
Q2 | $387K | Buy |
4,991
+1,027
| +26% | +$79.7K | 0.04% | 237 |
|
|
2024
Q1 | $284K | Sell |
3,964
-1,177
| -23% | -$84.4K | 0.03% | 294 |
|
|
2023
Q4 | $360K | Buy |
5,141
+1,801
| +54% | +$126K | 0.04% | 245 |
|
|
2023
Q3 | $216K | Buy |
3,340
+26
| +0.8% | +$1.68K | 0.02% | 301 |
|
|
2023
Q2 | $233K | Buy |
3,314
+118
| +4% | +$8.29K | 0.02% | 293 |
|
|
2023
Q1 | $222K | Buy |
3,196
+1,047
| +49% | +$72.9K | 0.03% | 293 |
|
|
2022
Q4 | $153K | Sell |
2,149
-473
| -18% | -$33.8K | 0.02% | 393 |
|
|
2022
Q3 | $178K | Buy |
2,622
+532
| +25% | +$36.1K | 0.03% | 288 |
|
|
2022
Q2 | $149K | Buy |
2,090
+427
| +26% | +$30.4K | 0.02% | 352 |
|
|
2022
Q1 | $121K | Buy |
1,663
+204
| +14% | +$14.8K | 0.02% | 408 |
|
|
2021
Q4 | $100K | Buy |
1,459
+493
| +51% | +$33.8K | 0.02% | 494 |
|
|
2021
Q3 | $60K | Hold |
966
| – | – | 0.02% | 396 |
|
|
2021
Q2 | $58K | Hold |
966
| – | – | 0.01% | 425 |
|
|
2021
Q1 | $60K | Buy |
966
+88
| +10% | +$5.47K | 0.01% | 385 |
|
|
2020
Q4 | $54K | Buy |
878
+68
| +8% | +$4.18K | 0.01% | 387 |
|
|
2020
Q3 | $44K | Sell |
810
-25
| -3% | -$1.36K | 0.01% | 386 |
|
|
2020
Q2 | $43K | Sell |
835
-64
| -7% | -$3.3K | 0.01% | 397 |
|
|
2020
Q1 | $49K | Buy |
899
+203
| +29% | +$11.1K | 0.02% | 326 |
|
|
2019
Q4 | $44K | Hold |
696
| – | – | 0.02% | 485 |
|
|
2019
Q3 | $43K | Buy |
696
+2
| +0.3% | +$124 | 0.02% | 472 |
|
|
2019
Q2 | $38K | Hold |
694
| – | – | 0.01% | 501 |
|
|
2019
Q1 | $35K | Sell |
694
-148
| -18% | -$7.46K | 0.01% | 516 |
|
|
2018
Q4 | $36K | Buy |
+842
| New | +$36K | 0.02% | 445 |
|