Money Concepts 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
Q2 | $5.05M | Buy |
54,981
+661
| +1% | +$60.7K | 0.34% | 64 |
|
|
2025
Q1 | $4.99M | Buy |
54,320
+3,496
| +7% | +$321K | 0.37% | 61 |
|
|
2024
Q4 | $4.18M | Buy |
50,824
+553
| +1% | +$45.5K | 0.31% | 68 |
|
|
2024
Q3 | $4.53M | Sell |
50,271
-314
| -0.6% | -$28.3K | 0.34% | 65 |
|
|
2024
Q2 | $3.92M | Sell |
50,585
-328
| -0.6% | -$25.4K | 0.33% | 74 |
|
|
2024
Q1 | $3.65M | Buy |
50,913
+180
| +0.4% | +$12.9K | 0.34% | 80 |
|
|
2023
Q4 | $3.56M | Sell |
50,733
-1,014
| -2% | -$71.1K | 0.33% | 86 |
|
|
2023
Q3 | $3.35M | Sell |
51,747
-13,570
| -21% | -$878K | 0.35% | 85 |
|
|
2023
Q2 | $4.59M | Sell |
65,317
-390,960
| -86% | -$27.5M | 0.47% | 67 |
|
|
2023
Q1 | $31.9M | Sell |
456,277
-5,383
| -1% | -$376K | 1.78% | 11 |
|
|
2022
Q4 | $33M | Buy |
461,660
+62,852
| +16% | +$4.49M | 1.47% | 14 |
|
|
2022
Q3 | $27.1M | Buy |
398,808
+335,648
| +531% | +$22.8M | 1.6% | 11 |
|
|
2022
Q2 | $4.62M | Sell |
63,160
-24,048
| -28% | -$1.76M | 0.41% | 55 |
|
|
2022
Q1 | $6.32M | Buy |
87,208
+26,051
| +43% | +$1.89M | 0.36% | 54 |
|
|
2021
Q4 | $4.19M | Buy |
+61,157
| New | +$4.19M | 0.35% | 64 |
|
|
2021
Q1 | $3.33M | Buy |
53,554
+364
| +0.7% | +$22.6K | 0.27% | 91 |
|
|
2020
Q4 | $3.27M | Buy |
+53,190
| New | +$3.27M | 0.3% | 85 |
|