Optimum 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 | $536K | Hold |
5,833
| – | – | 0.23% | 86 |
|
|
2025
Q1 | $536K | Hold |
5,833
| – | – | 0.25% | 84 |
|
|
2024
Q4 | $480K | Sell |
5,833
-600
| -9% | -$49.4K | 0.21% | 96 |
|
|
2024
Q3 | $580K | Sell |
6,433
-500
| -7% | -$45.1K | 0.25% | 91 |
|
|
2024
Q2 | $538K | Sell |
6,933
-773
| -10% | -$60K | 0.24% | 89 |
|
|
2024
Q1 | $553K | Buy |
7,706
+250
| +3% | +$17.9K | 0.25% | 88 |
|
|
2023
Q4 | $523K | Sell |
7,456
-500
| -6% | -$35.1K | 0.26% | 91 |
|
|
2023
Q3 | $515K | Buy |
7,956
+720
| +10% | +$46.6K | 0.26% | 92 |
|
|
2023
Q2 | $508K | Sell |
7,236
-600
| -8% | -$42.2K | 0.25% | 102 |
|
|
2023
Q1 | $545K | Hold |
7,836
| – | – | 0.29% | 88 |
|
|
2022
Q4 | $560K | Hold |
7,836
| – | – | 0.3% | 83 |
|
|
2022
Q3 | $533K | Buy |
7,836
+89
| +1% | +$6.05K | 0.29% | 80 |
|
|
2022
Q2 | $552K | Hold |
7,747
| – | – | 0.28% | 83 |
|
|
2022
Q1 | $562K | Sell |
7,747
-100
| -1% | -$7.25K | 0.24% | 97 |
|
|
2021
Q4 | $538K | Sell |
7,847
-820
| -9% | -$56.2K | 0.21% | 107 |
|
|
2021
Q3 | $537K | Sell |
8,667
-1,586
| -15% | -$98.3K | 0.23% | 105 |
|
|
2021
Q2 | $620K | Sell |
10,253
-1,008
| -9% | -$61K | 0.19% | 110 |
|
|
2021
Q1 | $700K | Sell |
11,261
-5,722
| -34% | -$356K | 0.2% | 109 |
|
|
2020
Q4 | $1.04M | Sell |
16,983
-310
| -2% | -$19K | 0.32% | 73 |
|
|
2020
Q3 | $938K | Sell |
17,293
-705
| -4% | -$38.2K | 0.31% | 71 |
|
|
2020
Q2 | $933K | Sell |
17,998
-2,070
| -10% | -$107K | 0.32% | 72 |
|
|
2020
Q1 | $1.09M | Sell |
20,068
-4,400
| -18% | -$238K | 0.45% | 55 |
|
|
2019
Q4 | $1.56M | Sell |
24,468
-800
| -3% | -$51K | 0.46% | 49 |
|
|
2019
Q3 | $1.56M | Buy |
25,268
+367
| +1% | +$22.7K | 0.49% | 47 |
|
|
2019
Q2 | $1.38M | Buy |
24,901
+4,934
| +25% | +$273K | 0.45% | 54 |
|
|
2019
Q1 | $1.03M | Buy |
19,967
+557
| +3% | +$28.8K | 0.34% | 74 |
|
|
2018
Q4 | $853K | Sell |
19,410
-263
| -1% | -$11.6K | 0.29% | 85 |
|
|
2018
Q3 | $858K | Sell |
19,673
-912
| -4% | -$39.8K | 0.24% | 109 |
|
|
2018
Q2 | $953K | Buy |
20,585
+40
| +0.2% | +$1.85K | 0.27% | 97 |
|
|
2018
Q1 | $918K | Buy |
20,545
+37
| +0.2% | +$1.65K | 0.27% | 98 |
|
|
2017
Q4 | $986K | Buy |
20,508
+431
| +2% | +$20.7K | 0.31% | 95 |
|
|
2017
Q3 | $987K | Buy |
20,077
+31
| +0.2% | +$1.52K | 0.33% | 90 |
|
|
2017
Q2 | $960K | Buy |
20,046
+2,152
| +12% | +$103K | 0.33% | 92 |
|
|
2017
Q1 | $891K | Buy |
17,894
+549
| +3% | +$27.3K | 0.32% | 95 |
|
|
2016
Q4 | $853K | Buy |
17,345
+32
| +0.2% | +$1.57K | 0.32% | 89 |
|
|
2016
Q3 | $888K | Buy |
17,313
+228
| +1% | +$11.7K | 0.33% | 85 |
|
|
2016
Q2 | $916K | Sell |
17,085
-3,672
| -18% | -$197K | 0.36% | 83 |
|
|
2016
Q1 | $1.07M | Buy |
20,757
+6,824
| +49% | +$353K | 0.42% | 68 |
|
|
2015
Q4 | $652K | Buy |
13,933
+1,311
| +10% | +$61.3K | 0.25% | 119 |
|
|
2015
Q3 | $564K | Buy |
+12,622
| New | +$564K | 0.23% | 133 |
|
|
2015
Q1 | $286K | Buy |
6,464
+129
| +2% | +$5.71K | 0.09% | 228 |
|
|
2014
Q4 | $312K | Buy |
6,335
+26
| +0.4% | +$1.28K | 0.1% | 201 |
|
|
2014
Q3 | $281K | Sell |
6,309
-372
| -6% | -$16.6K | 0.09% | 203 |
|
|
2014
Q2 | $303K | Buy |
6,681
+2,029
| +44% | +$92K | 0.1% | 202 |
|
|
2014
Q1 | $204K | Sell |
4,652
-16,391
| -78% | -$719K | 0.08% | 220 |
|
|
2013
Q4 | $865K | Buy |
21,043
+16,447
| +358% | +$676K | 0.33% | 86 |
|
|
2013
Q3 | $189K | Buy |
+4,596
| New | +$189K | 0.08% | 204 |
|