Mutual Advisors’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 | $3.34M | Buy |
34,981
+1,398
| +4% | +$133K | 0.08% | 230 |
|
|
2025
Q1 | $3.04M | Buy |
33,583
+800
| +2% | +$72.3K | 0.09% | 216 |
|
|
2024
Q4 | $2.75M | Buy |
32,783
+4,443
| +16% | +$373K | 0.08% | 218 |
|
|
2024
Q3 | $2.65M | Buy |
28,340
+558
| +2% | +$52.2K | 0.08% | 231 |
|
|
2024
Q2 | $2.31M | Buy |
27,782
+1,084
| +4% | +$90K | 0.07% | 247 |
|
|
2024
Q1 | $1.92M | Sell |
26,698
-234
| -0.9% | -$16.8K | 0.06% | 289 |
|
|
2023
Q4 | $1.89M | Buy |
26,932
+1,580
| +6% | +$111K | 0.07% | 291 |
|
|
2023
Q3 | $1.64M | Buy |
25,352
+1,434
| +6% | +$92.8K | 0.06% | 300 |
|
|
2023
Q2 | $1.68M | Sell |
23,918
-771
| -3% | -$54.2K | 0.06% | 290 |
|
|
2023
Q1 | $1.72M | Buy |
24,689
+3,180
| +15% | +$221K | 0.07% | 278 |
|
|
2022
Q4 | $1.54M | Sell |
21,509
-327
| -1% | -$23.4K | 0.07% | 296 |
|
|
2022
Q3 | $1.49M | Sell |
21,836
-66
| -0.3% | -$4.49K | 0.08% | 259 |
|
|
2022
Q2 | $1.56M | Buy |
21,902
+3,764
| +21% | +$268K | 0.1% | 226 |
|
|
2022
Q1 | $1.32M | Sell |
18,138
-841
| -4% | -$61K | 0.07% | 295 |
|
|
2021
Q4 | $1.3M | Buy |
18,979
+213
| +1% | +$14.6K | 0.07% | 315 |
|
|
2021
Q3 | $1.16M | Buy |
18,766
+390
| +2% | +$24.2K | 0.07% | 321 |
|
|
2021
Q2 | $1.11M | Sell |
18,376
-140
| -0.8% | -$8.47K | 0.07% | 336 |
|
|
2021
Q1 | $1.15M | Buy |
18,516
+2,562
| +16% | +$159K | 0.08% | 299 |
|
|
2020
Q4 | $980K | Buy |
15,954
+306
| +2% | +$18.8K | 0.07% | 312 |
|
|
2020
Q3 | $848K | Buy |
15,648
+4,606
| +42% | +$250K | 0.07% | 285 |
|
|
2020
Q2 | $573K | Buy |
11,042
+886
| +9% | +$46K | 0.06% | 352 |
|
|
2020
Q1 | $550K | Sell |
10,156
-1,711
| -14% | -$92.7K | 0.07% | 270 |
|
|
2019
Q4 | $756K | Sell |
11,867
-2,544
| -18% | -$162K | 0.08% | 267 |
|
|
2019
Q3 | $890K | Buy |
14,411
+4,446
| +45% | +$275K | 0.12% | 216 |
|
|
2019
Q2 | $551K | Buy |
9,965
+1,615
| +19% | +$89.3K | 0.07% | 311 |
|
|
2019
Q1 | $432K | Buy |
8,350
+212
| +3% | +$11K | 0.06% | 295 |
|
|
2018
Q4 | $357K | Buy |
8,138
+16
| +0.2% | +$702 | 0.07% | 283 |
|
|
2018
Q3 | $354K | Buy |
8,122
+1,723
| +27% | +$75.1K | 0.05% | 329 |
|
|
2018
Q2 | $296K | Buy |
6,399
+164
| +3% | +$7.59K | 0.07% | 328 |
|
|
2018
Q1 | $278K | Buy |
6,235
+475
| +8% | +$21.2K | 0.07% | 322 |
|
|
2017
Q4 | $277K | Buy |
+5,760
| New | +$277K | 0.1% | 227 |
|