NovaPoint Capital’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 | $1.34M | Buy |
14,558
+631
| +5% | +$57.9K | 0.41% | 60 |
|
|
2025
Q1 | $1.28M | Buy |
13,927
+2,357
| +20% | +$217K | 0.39% | 62 |
|
|
2024
Q4 | $952K | Buy |
11,570
+323
| +3% | +$26.6K | 0.29% | 69 |
|
|
2024
Q3 | $1.01M | Buy |
11,247
+699
| +7% | +$63K | 0.31% | 68 |
|
|
2024
Q2 | $818K | Buy |
10,548
+325
| +3% | +$25.2K | 0.28% | 72 |
|
|
2024
Q1 | $733K | Sell |
10,223
-1,532
| -13% | -$110K | 0.26% | 74 |
|
|
2023
Q4 | $824K | Sell |
11,755
-2,385
| -17% | -$167K | 0.31% | 70 |
|
|
2023
Q3 | $915K | Sell |
14,140
-282
| -2% | -$18.3K | 0.36% | 67 |
|
|
2023
Q2 | $1.01M | Buy |
14,422
+114
| +0.8% | +$8.01K | 0.38% | 66 |
|
|
2023
Q1 | $996K | Buy |
14,308
+3,328
| +30% | +$232K | 0.41% | 63 |
|
|
2022
Q4 | $784K | Buy |
10,980
+785
| +8% | +$56.1K | 0.34% | 64 |
|
|
2022
Q3 | $693K | Buy |
10,195
+887
| +10% | +$60.3K | 0.32% | 70 |
|
|
2022
Q2 | $664K | Buy |
9,308
+4,220
| +83% | +$301K | 0.29% | 75 |
|
|
2022
Q1 | $369K | Buy |
5,088
+366
| +8% | +$26.5K | 0.13% | 93 |
|
|
2021
Q4 | $324K | Buy |
4,722
+597
| +14% | +$41K | 0.12% | 102 |
|
|
2021
Q3 | $256K | Buy |
+4,125
| New | +$256K | 0.1% | 110 |
|