Oliver Lagore Vanvalin Investment 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 | $462K | Buy |
+5,025
| New | +$462K | 0.18% | 96 |
|
|
2024
Q4 | $414K | Hold |
5,034
| – | – | 0.11% | 96 |
|
|
2024
Q3 | $454K | Buy |
5,034
+10
| +0.2% | +$902 | 0.12% | 90 |
|
|
2024
Q2 | $390K | Buy |
5,024
+1,450
| +41% | +$112K | 0.11% | 90 |
|
|
2024
Q1 | $256K | Sell |
3,574
-1,078
| -23% | -$77.3K | 0.08% | 108 |
|
|
2023
Q4 | $326K | Buy |
4,652
+13
| +0.3% | +$912 | 0.12% | 91 |
|
|
2023
Q3 | $300K | Buy |
4,639
+447
| +11% | +$28.9K | 0.12% | 103 |
|
|
2023
Q2 | $295K | Buy |
4,192
+1,256
| +43% | +$88.2K | 0.11% | 114 |
|
|
2023
Q1 | $204K | Buy |
2,936
+1,387
| +90% | +$96.5K | 0.09% | 85 |
|
|
2022
Q4 | $111K | Sell |
1,549
-489
| -24% | -$34.9K | 0.06% | 116 |
|
|
2022
Q3 | $139K | Buy |
2,038
+398
| +24% | +$27.1K | 0.09% | 100 |
|
|
2022
Q2 | $117K | Sell |
1,640
-137
| -8% | -$9.77K | 0.07% | 117 |
|
|
2022
Q1 | $128K | Buy |
+1,777
| New | +$128K | 0.09% | 113 |
|