Live Oak Private Wealth’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 | $361K | Hold |
3,929
| – | – | 0.05% | 143 |
|
|
2025
Q1 | $361K | Hold |
3,929
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $323K | Sell |
3,929
-170
| -4% | -$14K | 0.05% | 141 |
|
|
2024
Q3 | $370K | Sell |
4,099
-350
| -8% | -$31.6K | 0.06% | 132 |
|
|
2024
Q2 | $345K | Buy |
4,449
+613
| +16% | +$47.5K | 0.06% | 132 |
|
|
2024
Q1 | $275K | Hold |
3,836
| – | – | 0.05% | 144 |
|
|
2023
Q4 | $269K | Sell |
3,836
-111
| -3% | -$7.78K | 0.05% | 138 |
|
|
2023
Q3 | $255K | Hold |
3,947
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $277K | Hold |
3,947
| – | – | 0.06% | 132 |
|
|
2023
Q1 | $275K | Hold |
3,947
| – | – | 0.06% | 133 |
|
|
2022
Q4 | $282K | Hold |
3,947
| – | – | 0.06% | 137 |
|
|
2022
Q3 | $268K | Hold |
3,947
| – | – | 0.06% | 141 |
|
|
2022
Q2 | $281K | Hold |
3,947
| – | – | 0.06% | 143 |
|
|
2022
Q1 | $286K | Hold |
3,947
| – | – | 0.06% | 147 |
|
|
2021
Q4 | $271K | Sell |
3,947
-143
| -3% | -$9.82K | 0.05% | 160 |
|
|
2021
Q3 | $253K | Buy |
+4,090
| New | +$253K | 0.05% | 158 |
|
|
2021
Q1 | – | Sell |
-3,842
| Closed | -$236K | – | 157 |
|
|
2020
Q4 | $236K | Buy |
+3,842
| New | +$236K | 0.07% | 132 |
|