Meeder Advisory Services’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 | $2.29M | Buy |
24,890
+2,417
| +11% | +$222K | 0.12% | 135 |
|
|
2025
Q1 | $2.07M | Buy |
22,473
+2,708
| +14% | +$249K | 0.12% | 137 |
|
|
2024
Q4 | $1.63M | Sell |
19,765
-471
| -2% | -$38.8K | 0.1% | 152 |
|
|
2024
Q3 | $1.82M | Buy |
20,236
+300
| +2% | +$27.1K | 0.12% | 141 |
|
|
2024
Q2 | $1.55M | Buy |
19,936
+5,036
| +34% | +$391K | 0.11% | 157 |
|
|
2024
Q1 | $1.07M | Sell |
14,900
-1,191
| -7% | -$85.4K | 0.11% | 162 |
|
|
2023
Q4 | $1.13M | Buy |
16,091
+2,097
| +15% | +$147K | 0.13% | 136 |
|
|
2023
Q3 | $906K | Sell |
13,994
-2,113
| -13% | -$137K | 0.11% | 152 |
|
|
2023
Q2 | $1.13M | Buy |
16,107
+1,743
| +12% | +$122K | 0.12% | 143 |
|
|
2023
Q1 | $999K | Sell |
14,364
-2,033
| -12% | -$141K | 0.12% | 153 |
|
|
2022
Q4 | $1.17M | Buy |
+16,397
| New | +$1.17M | 0.15% | 129 |
|