Lloyd Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4K | Sell |
129
-1,421
| -92% | -$131K | ﹤0.01% | 454 |
|
|
2025
Q4 | $135K | Sell |
1,550
-2,181
| -58% | -$199K | 0.05% | 152 |
|
|
2025
Q3 | $354K | Buy |
3,731
+426
| +13% | +$39.8K | 0.17% | 61 |
|
|
2025
Q2 | $303K | Sell |
3,305
-422
| -11% | -$37.9K | 0.15% | 69 |
|
|
2025
Q1 | $343K | Buy |
3,727
+106
| +3% | +$9.18K | 0.17% | 64 |
|
|
2024
Q4 | $298K | Sell |
3,621
-119
| -3% | -$10.4K | 0.14% | 74 |
|
|
2024
Q3 | $337K | Sell |
3,740
-1,109
| -23% | -$94.7K | 0.16% | 72 |
|
|
2024
Q2 | $376K | Buy |
+4,849
| New | +$367K | 0.18% | 59 |
|
|
2024
Q1 | – | Sell |
-3,174
| Closed | -$223K | – | 173 |
|
|
2023
Q4 | $223K | Buy |
+3,174
| New | +$218K | 0.11% | 117 |
|
|
2022
Q3 | – | Sell |
-3,231
| Closed | -$230K | – | 62 |
|
|
2022
Q2 | $230K | Buy |
3,231
+190
| +6% | +$14K | 0.18% | 59 |
|
|
2022
Q1 | $220K | Buy |
3,041
+15
| +0.5% | +$1.02K | 0.1% | 85 |
|
|
2021
Q4 | $208K | Buy |
3,026
+15
| +0.5% | +$956 | 0.1% | 80 |
|
|
2021
Q3 | $187K | Sell |
3,011
-113
| -4% | -$7.28K | 0.1% | 78 |
|
|
2021
Q2 | $189K | Buy |
3,124
+6
| +0.2% | +$384 | 0.1% | 83 |
|
|
2021
Q1 | $194K | Sell |
3,118
-151
| -5% | -$9.04K | 0.11% | 63 |
|
|
2020
Q4 | $201K | Buy |
3,269
+323
| +11% | +$19.4K | 0.11% | 50 |
|
|
2020
Q3 | $160K | Sell |
2,946
-592
| -17% | -$31.6K | 0.1% | 56 |
|
|
2020
Q2 | $183K | Buy |
3,538
+923
| +35% | +$51.3K | 0.12% | 59 |
|
|
2020
Q1 | $142K | Sell |
2,615
-3,195
| -55% | -$202K | 0.11% | 64 |
|
|
2019
Q4 | $371K | Buy |
+5,810
| New | +$360K | 0.34% | 39 |
|
Other funds holding SO
VCM
VPM
