Nations 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 | $705K | Buy |
7,678
+1,665
| +28% | +$153K | 0.05% | 379 |
|
|
2025
Q1 | $553K | Hold |
6,013
| – | – | 0.04% | 404 |
|
|
2024
Q4 | $495K | Sell |
6,013
-920
| -13% | -$75.7K | 0.04% | 439 |
|
|
2024
Q3 | $625K | Sell |
6,933
-82
| -1% | -$7.4K | 0.05% | 386 |
|
|
2024
Q2 | $544K | Buy |
7,015
+11
| +0.2% | +$853 | 0.04% | 384 |
|
|
2024
Q1 | $502K | Sell |
7,004
-314
| -4% | -$22.5K | 0.04% | 414 |
|
|
2023
Q4 | $513K | Sell |
7,318
-46
| -0.6% | -$3.23K | 0.05% | 385 |
|
|
2023
Q3 | $477K | Sell |
7,364
-111
| -1% | -$7.19K | 0.05% | 376 |
|
|
2023
Q2 | $525K | Sell |
7,475
-1,002
| -12% | -$70.4K | 0.05% | 373 |
|
|
2023
Q1 | $590K | Sell |
8,477
-84
| -1% | -$5.85K | 0.06% | 329 |
|
|
2022
Q4 | $611K | Sell |
8,561
-318
| -4% | -$22.7K | 0.07% | 310 |
|
|
2022
Q3 | $604K | Buy |
8,879
+4
| +0% | +$272 | 0.09% | 250 |
|
|
2022
Q2 | $633K | Buy |
8,875
+4
| +0% | +$285 | 0.08% | 257 |
|
|
2022
Q1 | $643K | Buy |
8,871
+1,177
| +15% | +$85.3K | 0.08% | 274 |
|
|
2021
Q4 | $528K | Buy |
7,694
+379
| +5% | +$26K | 0.07% | 290 |
|
|
2021
Q3 | $453K | Buy |
7,315
+105
| +1% | +$6.5K | 0.07% | 276 |
|
|
2021
Q2 | $436K | Sell |
7,210
-72
| -1% | -$4.35K | 0.07% | 271 |
|
|
2021
Q1 | $453K | Buy |
7,282
+1,243
| +21% | +$77.3K | 0.1% | 231 |
|
|
2020
Q4 | $371K | Sell |
6,039
-45
| -0.7% | -$2.77K | 0.1% | 231 |
|
|
2020
Q3 | $330K | Buy |
6,084
+355
| +6% | +$19.3K | 0.1% | 221 |
|
|
2020
Q2 | $297K | Buy |
5,729
+222
| +4% | +$11.5K | 0.11% | 211 |
|
|
2020
Q1 | $298K | Buy |
5,507
+393
| +8% | +$21.3K | 0.13% | 191 |
|
|
2019
Q4 | $326K | Buy |
+5,114
| New | +$326K | 0.11% | 222 |
|