NewSquare Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,926
| Closed | -$40.3K | – | 1085 |
|
|
2025
Q2 | $40.3K | Buy |
1,926
+94
| +5% | +$8.44K | ﹤0.01% | 322 |
|
|
2025
Q1 | $31.7K | Buy |
1,832
+262
| +17% | +$22.7K | ﹤0.01% | 286 |
|
|
2024
Q4 | $6.94K | Sell |
1,570
-1
| -0.1% | -$88 | ﹤0.01% | 322 |
|
|
2024
Q3 | $7.55K | Sell |
1,571
-10
| -0.6% | -$854 | ﹤0.01% | 236 |
|
|
2024
Q2 | $7.48K | Sell |
1,581
-100
| -6% | -$7.58K | ﹤0.01% | 249 |
|
|
2024
Q1 | $14.2K | Sell |
1,681
-100,332
| -98% | -$6.93M | ﹤0.01% | 232 |
|
|
2023
Q4 | $7.05M | Buy |
102,013
+1,839
| +2% | +$126K | 0.67% | 46 |
|
|
2023
Q3 | $6.39M | Buy |
100,174
+4,406
| +5% | +$306K | 0.68% | 47 |
|
|
2023
Q2 | $6.73M | Buy |
95,768
+5,595
| +6% | +$401K | 0.7% | 48 |
|
|
2023
Q1 | $6.27M | Buy |
90,173
+6,892
| +8% | +$464K | 0.74% | 42 |
|
|
2022
Q4 | $5.95M | Buy |
83,281
+6,931
| +9% | +$463K | 0.74% | 40 |
|
|
2022
Q3 | $5.19M | Buy |
76,350
+4,919
| +7% | +$373K | 0.65% | 45 |
|
|
2022
Q2 | $5.09M | Buy |
71,431
+5,669
| +9% | +$416K | 0.65% | 50 |
|
|
2022
Q1 | $4.77M | Buy |
65,762
+6,802
| +12% | +$461K | 0.51% | 51 |
|
|
2021
Q4 | $4.04M | Buy |
58,960
+6,273
| +12% | +$400K | 0.43% | 66 |
|
|
2021
Q3 | $3.27M | Buy |
52,687
+1,879
| +4% | +$121K | 0.38% | 73 |
|
|
2021
Q2 | $3.07M | Buy |
50,808
+2,570
| +5% | +$164K | 0.36% | 77 |
|
|
2021
Q1 | $3M | Buy |
48,238
+2,203
| +5% | +$132K | 0.39% | 68 |
|
|
2020
Q4 | $2.83M | Buy |
46,035
+476
| +1% | +$28.6K | 0.4% | 64 |
|
|
2020
Q3 | $2.47M | Buy |
45,559
+2,965
| +7% | +$158K | 0.4% | 56 |
|
|
2020
Q2 | $2.21M | Sell |
42,594
-2,631
| -6% | -$146K | 0.38% | 55 |
|
|
2020
Q1 | $2.45M | Buy |
45,225
+3,360
| +8% | +$213K | 0.45% | 44 |
|
|
2019
Q4 | $2.67M | Buy |
41,865
+4,158
| +11% | +$258K | 0.44% | 39 |
|
|
2019
Q3 | $2.33M | Buy |
37,707
+828
| +2% | +$48K | 0.42% | 39 |
|
|
2019
Q2 | $2.04M | Buy |
36,879
+930
| +3% | +$49.8K | 0.37% | 46 |
|
|
2019
Q1 | $1.86M | Sell |
35,949
-504
| -1% | -$24.7K | 0.35% | 46 |
|
|
2018
Q4 | $1.6M | Buy |
36,453
+493
| +1% | +$22.4K | 0.34% | 48 |
|
|
2018
Q3 | $1.57M | Buy |
35,960
+3,769
| +12% | +$174K | 0.3% | 62 |
|
|
2018
Q2 | $1.53M | Buy |
32,191
+5,098
| +19% | +$228K | 0.31% | 57 |
|
|
2018
Q1 | $1.21M | Buy |
27,093
+3,386
| +14% | +$150K | 0.26% | 64 |
|
|
2017
Q4 | $1.14M | Buy |
23,707
+2,009
| +9% | +$102K | 0.26% | 65 |
|
|
2017
Q3 | $1.07M | Buy |
21,698
+860
| +4% | +$41.7K | 0.26% | 62 |
|
|
2017
Q2 | $998K | Buy |
20,838
+1,258
| +6% | +$63.1K | 0.24% | 64 |
|
|
2017
Q1 | $975K | Buy |
19,580
+3,089
| +19% | +$153K | 0.23% | 65 |
|
|
2016
Q4 | $811K | Buy |
16,491
+1,040
| +7% | +$51.1K | 0.2% | 79 |
|
|
2016
Q3 | $793K | Buy |
15,451
+807
| +6% | +$42.5K | 0.18% | 82 |
|
|
2016
Q2 | $785K | Buy |
14,644
+2,745
| +23% | +$138K | 0.19% | 71 |
|
|
2016
Q1 | $616K | Buy |
+11,899
| New | +$580K | 0.18% | 86 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$8K | – | 361 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 250 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 223 |
|
|
2014
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 236 |
|
|
2014
Q3 | $9K | Buy |
+200
| New | +$8.79K | ﹤0.01% | 250 |
|
Other funds holding SO
