Nadler Financial Group’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 | $438K | Hold |
4,775
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $439K | Hold |
4,775
| – | – | 0.05% | 79 |
|
|
2024
Q4 | $393K | Buy |
4,775
+1,500
| +46% | +$123K | 0.04% | 80 |
|
|
2024
Q3 | $295K | Hold |
3,275
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $254K | Sell |
3,275
-34
| -1% | -$2.64K | 0.03% | 94 |
|
|
2024
Q1 | $237K | Sell |
3,309
-392
| -11% | -$28.1K | 0.03% | 97 |
|
|
2023
Q4 | $260K | Hold |
3,701
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $240K | Hold |
3,701
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $260K | Hold |
3,701
| – | – | 0.04% | 90 |
|
|
2023
Q1 | $258K | Hold |
3,701
| – | – | 0.04% | 89 |
|
|
2022
Q4 | $264K | Hold |
3,701
| – | – | 0.05% | 87 |
|
|
2022
Q3 | $252K | Buy |
3,701
+250
| +7% | +$17K | 0.05% | 84 |
|
|
2022
Q2 | $246K | Hold |
3,451
| – | – | 0.05% | 87 |
|
|
2022
Q1 | $250K | Sell |
3,451
-259
| -7% | -$18.8K | 0.04% | 97 |
|
|
2021
Q4 | $254K | Hold |
3,710
| – | – | 0.04% | 106 |
|
|
2021
Q3 | $230K | Hold |
3,710
| – | – | 0.04% | 111 |
|
|
2021
Q2 | $224K | Hold |
3,710
| – | – | 0.04% | 119 |
|
|
2021
Q1 | $231K | Hold |
3,710
| – | – | 0.04% | 110 |
|
|
2020
Q4 | $228K | Hold |
3,710
| – | – | 0.04% | 101 |
|
|
2020
Q3 | $201K | Buy |
+3,710
| New | +$201K | 0.04% | 98 |
|
|
2020
Q2 | – | Sell |
-3,710
| Closed | -$201K | – | 101 |
|
|
2020
Q1 | $201K | Hold |
3,710
| – | – | 0.06% | 85 |
|
|
2019
Q4 | $236K | Hold |
3,710
| – | – | 0.06% | 86 |
|
|
2019
Q3 | $229K | Hold |
3,710
| – | – | 0.06% | 76 |
|
|
2019
Q2 | $205K | Buy |
+3,710
| New | +$205K | 0.06% | 80 |
|
|
2018
Q1 | – | Sell |
-4,954
| Closed | -$238K | – | 87 |
|
|
2017
Q4 | $238K | Buy |
+4,954
| New | +$238K | 0.07% | 76 |
|
|
2015
Q2 | – | Sell |
-5,035
| Closed | -$223K | – | 87 |
|
|
2015
Q1 | $223K | Sell |
5,035
-351
| -7% | -$15.5K | 0.11% | 80 |
|
|
2014
Q4 | $264K | Buy |
+5,386
| New | +$264K | 0.14% | 63 |
|