Naviter Wealth’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 | $2.83M | Buy |
30,817
+825
| +3% | +$75.8K | 0.35% | 75 |
|
|
2025
Q1 | $2.73M | Buy |
29,992
+172
| +0.6% | +$15.7K | 0.33% | 75 |
|
|
2024
Q4 | $2.45M | Buy |
29,820
+5,337
| +22% | +$439K | 0.3% | 88 |
|
|
2024
Q3 | $2.21M | Buy |
24,483
+536
| +2% | +$48.3K | 0.31% | 88 |
|
|
2024
Q2 | $1.86M | Buy |
23,947
+1,479
| +7% | +$115K | 0.28% | 104 |
|
|
2024
Q1 | $1.61M | Buy |
22,468
+2,209
| +11% | +$158K | 0.26% | 110 |
|
|
2023
Q4 | $1.42M | Buy |
20,259
+4,400
| +28% | +$309K | 0.29% | 94 |
|
|
2023
Q3 | $1.03M | Buy |
15,859
+1,046
| +7% | +$67.7K | 0.25% | 95 |
|
|
2023
Q2 | $1.04M | Buy |
14,813
+1,237
| +9% | +$86.9K | 0.26% | 97 |
|
|
2023
Q1 | $945K | Buy |
+13,576
| New | +$945K | 0.33% | 88 |
|