LI
LVZ Inc’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
19,122
+378
| +2% | +$34.7K | 0.21% | 40 |
|
|
2025
Q1 | $1.72M | Buy |
18,744
+476
| +3% | +$43.8K | 0.23% | 35 |
|
|
2024
Q4 | $1.5M | Buy |
18,268
+1,940
| +12% | +$160K | 0.19% | 37 |
|
|
2024
Q3 | $1.47M | Sell |
16,328
-72
| -0.4% | -$6.49K | 0.19% | 39 |
|
|
2024
Q2 | $1.27M | Sell |
16,400
-61
| -0.4% | -$4.73K | 0.17% | 40 |
|
|
2024
Q1 | $1.18M | Sell |
16,461
-26
| -0.2% | -$1.87K | 0.16% | 43 |
|
|
2023
Q4 | $1.16M | Buy |
16,487
+2,820
| +21% | +$198K | 0.16% | 44 |
|
|
2023
Q3 | $885K | Sell |
13,667
-340
| -2% | -$22K | 0.14% | 40 |
|
|
2023
Q2 | $984K | Buy |
14,007
+3,400
| +32% | +$239K | 0.14% | 50 |
|
|
2023
Q1 | $738K | Buy |
10,607
+3,958
| +60% | +$275K | 0.11% | 55 |
|
|
2022
Q4 | $475K | Sell |
6,649
-44
| -0.7% | -$3.14K | 0.07% | 74 |
|
|
2022
Q3 | $455K | Buy |
6,693
+26
| +0.4% | +$1.77K | 0.08% | 67 |
|
|
2022
Q2 | $475K | Sell |
6,667
-2,636
| -28% | -$188K | 0.08% | 56 |
|
|
2022
Q1 | $675K | Buy |
9,303
+329
| +4% | +$23.9K | 0.09% | 51 |
|
|
2021
Q4 | $615K | Sell |
8,974
-235
| -3% | -$16.1K | 0.08% | 53 |
|
|
2021
Q3 | $571K | Sell |
9,209
-183
| -2% | -$11.3K | 0.08% | 51 |
|
|
2021
Q2 | $568K | Buy |
9,392
+27
| +0.3% | +$1.63K | 0.08% | 54 |
|
|
2021
Q1 | $582K | Buy |
9,365
+2,165
| +30% | +$135K | 0.09% | 53 |
|
|
2020
Q4 | $442K | Sell |
7,200
-192
| -3% | -$11.8K | 0.07% | 60 |
|
|
2020
Q3 | $401K | Buy |
7,392
+1,021
| +16% | +$55.4K | 0.08% | 56 |
|
|
2020
Q2 | $330K | Sell |
6,371
-652
| -9% | -$33.8K | 0.07% | 63 |
|
|
2020
Q1 | $380K | Sell |
7,023
-125
| -2% | -$6.76K | 0.09% | 49 |
|
|
2019
Q4 | $455K | Buy |
7,148
+3,101
| +77% | +$197K | 0.09% | 58 |
|
|
2019
Q3 | $250K | Sell |
4,047
-510
| -11% | -$31.5K | 0.05% | 67 |
|
|
2019
Q2 | $252K | Sell |
4,557
-1,716
| -27% | -$94.9K | 0.06% | 64 |
|
|
2019
Q1 | $324K | Buy |
6,273
+925
| +17% | +$47.8K | 0.08% | 56 |
|
|
2018
Q4 | $235K | Buy |
+5,348
| New | +$235K | 0.07% | 65 |
|