OneDigital Investment Advisors’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 | $3.8M | Sell |
41,396
-628
| -1% | -$57.7K | 0.04% | 283 |
|
|
2025
Q1 | $3.86M | Buy |
42,024
+293
| +0.7% | +$26.9K | 0.05% | 273 |
|
|
2024
Q4 | $3.44M | Sell |
41,731
-813
| -2% | -$66.9K | 0.04% | 307 |
|
|
2024
Q3 | $3.84M | Sell |
42,544
-3,567
| -8% | -$322K | 0.04% | 295 |
|
|
2024
Q2 | $3.58M | Buy |
46,111
+9,631
| +26% | +$747K | 0.04% | 291 |
|
|
2024
Q1 | $2.62M | Buy |
36,480
+135
| +0.4% | +$9.69K | 0.04% | 279 |
|
|
2023
Q4 | $2.55M | Buy |
36,345
+2,651
| +8% | +$186K | 0.04% | 268 |
|
|
2023
Q3 | $2.18M | Buy |
33,694
+1,389
| +4% | +$89.9K | 0.05% | 270 |
|
|
2023
Q2 | $2.27M | Buy |
32,305
+284
| +0.9% | +$20K | 0.05% | 254 |
|
|
2023
Q1 | $2.23M | Buy |
32,021
+1,752
| +6% | +$122K | 0.05% | 254 |
|
|
2022
Q4 | $2.16M | Buy |
30,269
+15,597
| +106% | +$1.11M | 0.06% | 250 |
|
|
2022
Q3 | $998K | Buy |
14,672
+1,211
| +9% | +$82.4K | 0.04% | 292 |
|
|
2022
Q2 | $960K | Buy |
13,461
+304
| +2% | +$21.7K | 0.04% | 272 |
|
|
2022
Q1 | $954K | Buy |
13,157
+393
| +3% | +$28.5K | 0.04% | 281 |
|
|
2021
Q4 | $875K | Sell |
12,764
-569
| -4% | -$39K | 0.03% | 301 |
|
|
2021
Q3 | $826K | Buy |
13,333
+125
| +0.9% | +$7.74K | 0.03% | 304 |
|
|
2021
Q2 | $799K | Buy |
13,208
+5,348
| +68% | +$324K | 0.03% | 296 |
|
|
2021
Q1 | $489K | Buy |
7,860
+227
| +3% | +$14.1K | 0.02% | 380 |
|
|
2020
Q4 | $469K | Sell |
7,633
-125
| -2% | -$7.68K | 0.02% | 365 |
|
|
2020
Q3 | $421K | Buy |
7,758
+1,477
| +24% | +$80.2K | 0.03% | 335 |
|
|
2020
Q2 | $326K | Sell |
6,281
-41
| -0.6% | -$2.13K | 0.02% | 416 |
|
|
2020
Q1 | $342K | Sell |
6,322
-833
| -12% | -$45.1K | 0.03% | 332 |
|
|
2019
Q4 | $456K | Sell |
7,155
-98
| -1% | -$6.25K | 0.04% | 318 |
|
|
2019
Q3 | $448K | Sell |
7,253
-5,219
| -42% | -$322K | 0.04% | 298 |
|
|
2019
Q2 | $689K | Buy |
12,472
+7,553
| +154% | +$417K | 0.05% | 208 |
|
|
2019
Q1 | $254K | Buy |
4,919
+50
| +1% | +$2.58K | 0.04% | 252 |
|
|
2018
Q4 | $214K | Sell |
4,869
-14
| -0.3% | -$615 | 0.04% | 251 |
|
|
2018
Q3 | $213K | Buy |
4,883
+220
| +5% | +$9.6K | 0.05% | 171 |
|
|
2018
Q2 | $216K | Sell |
4,663
-627
| -12% | -$29K | 0.05% | 201 |
|
|
2018
Q1 | $236K | Sell |
5,290
-64
| -1% | -$2.86K | 0.05% | 200 |
|
|
2017
Q4 | $257K | Buy |
5,354
+592
| +12% | +$28.4K | 0.03% | 197 |
|
|
2017
Q3 | $234K | Sell |
4,762
-214
| -4% | -$10.5K | 0.09% | 134 |
|
|
2017
Q2 | $238K | Buy |
+4,976
| New | +$238K | 0.07% | 180 |
|