Northstar Advisory 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 | $696K | Sell |
7,575
-135
| -2% | -$12.4K | 0.34% | 58 |
|
|
2025
Q1 | $709K | Sell |
7,710
-496
| -6% | -$45.6K | 0.46% | 49 |
|
|
2024
Q4 | $676K | Buy |
8,206
+504
| +7% | +$41.5K | 0.34% | 56 |
|
|
2024
Q3 | $695K | Buy |
7,702
+146
| +2% | +$13.2K | 0.36% | 58 |
|
|
2024
Q2 | $586K | Sell |
7,556
-38
| -0.5% | -$2.95K | 0.34% | 58 |
|
|
2024
Q1 | $594K | Buy |
7,594
+187
| +3% | +$14.6K | 0.36% | 53 |
|
|
2023
Q4 | $519K | Buy |
7,407
+5
| +0.1% | +$351 | 0.31% | 51 |
|
|
2023
Q3 | $479K | Buy |
7,402
+42
| +0.6% | +$2.72K | 0.35% | 56 |
|
|
2023
Q2 | $517K | Sell |
7,360
-55
| -0.7% | -$3.86K | 0.34% | 51 |
|
|
2023
Q1 | $516K | Buy |
7,415
+149
| +2% | +$10.4K | 0.39% | 51 |
|
|
2022
Q4 | $519K | Buy |
7,266
+5
| +0.1% | +$357 | 0.41% | 53 |
|
|
2022
Q3 | $494K | Sell |
7,261
-27
| -0.4% | -$1.84K | 0.44% | 44 |
|
|
2022
Q2 | $520K | Buy |
7,288
+9
| +0.1% | +$642 | 0.39% | 39 |
|
|
2022
Q1 | $528K | Buy |
7,279
+635
| +10% | +$46.1K | 0.34% | 61 |
|
|
2021
Q4 | $456K | Buy |
+6,644
| New | +$456K | 0.27% | 66 |
|
|
2021
Q3 | – | Sell |
-6,535
| Closed | -$395K | – | 115 |
|
|
2021
Q2 | $395K | Sell |
6,535
-625
| -9% | -$37.8K | 0.25% | 71 |
|
|
2021
Q1 | $445K | Buy |
7,160
+691
| +11% | +$42.9K | 0.34% | 55 |
|
|
2020
Q4 | $397K | Buy |
+6,469
| New | +$397K | 0.33% | 59 |
|