Parallel Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
14,079
+800
| +6% | +$73.5K | 0.03% | 354 |
|
|
2025
Q1 | $1.22M | Buy |
13,279
+594
| +5% | +$54.6K | 0.03% | 347 |
|
|
2024
Q4 | $1.04M | Buy |
12,685
+1,148
| +10% | +$94.5K | 0.02% | 385 |
|
|
2024
Q3 | $1.04M | Buy |
11,537
+1,684
| +17% | +$152K | 0.02% | 371 |
|
|
2024
Q2 | $764K | Buy |
9,853
+305
| +3% | +$23.7K | 0.02% | 420 |
|
|
2024
Q1 | $685K | Buy |
9,548
+555
| +6% | +$39.8K | 0.02% | 433 |
|
|
2023
Q4 | $631K | Sell |
8,993
-465
| -5% | -$32.6K | 0.02% | 424 |
|
|
2023
Q3 | $612K | Sell |
9,458
-555
| -6% | -$35.9K | 0.02% | 407 |
|
|
2023
Q2 | $703K | Buy |
10,013
+741
| +8% | +$52.1K | 0.02% | 387 |
|
|
2023
Q1 | $645K | Buy |
9,272
+2,240
| +32% | +$156K | 0.02% | 392 |
|
|
2022
Q4 | $502K | Sell |
7,032
-1,207
| -15% | -$86.2K | 0.02% | 414 |
|
|
2022
Q3 | $560K | Buy |
8,239
+737
| +10% | +$50.1K | 0.03% | 360 |
|
|
2022
Q2 | $535K | Buy |
7,502
+909
| +14% | +$64.8K | 0.02% | 373 |
|
|
2022
Q1 | $478K | Buy |
6,593
+1,041
| +19% | +$75.5K | 0.02% | 442 |
|
|
2021
Q4 | $381K | Buy |
5,552
+320
| +6% | +$22K | 0.01% | 530 |
|
|
2021
Q3 | $324K | Buy |
5,232
+848
| +19% | +$52.5K | 0.01% | 546 |
|
|
2021
Q2 | $265K | Buy |
4,384
+647
| +17% | +$39.1K | 0.01% | 571 |
|
|
2021
Q1 | $232K | Sell |
3,737
-15
| -0.4% | -$931 | 0.01% | 586 |
|
|
2020
Q4 | $230K | Sell |
3,752
-951
| -20% | -$58.3K | 0.01% | 546 |
|
|
2020
Q3 | $255K | Sell |
4,703
-1,750
| -27% | -$94.9K | 0.02% | 475 |
|
|
2020
Q2 | $334K | Sell |
6,453
-97
| -1% | -$5.02K | 0.02% | 390 |
|
|
2020
Q1 | $354K | Buy |
6,550
+438
| +7% | +$23.7K | 0.03% | 321 |
|
|
2019
Q4 | $389K | Buy |
6,112
+232
| +4% | +$14.8K | 0.03% | 335 |
|
|
2019
Q3 | $363K | Buy |
5,880
+2,118
| +56% | +$131K | 0.03% | 331 |
|
|
2019
Q2 | $208K | Buy |
3,762
+40
| +1% | +$2.21K | 0.02% | 423 |
|
|
2019
Q1 | $192K | Sell |
3,722
-203
| -5% | -$10.5K | 0.02% | 411 |
|
|
2018
Q4 | $172K | Sell |
3,925
-602
| -13% | -$26.4K | 0.02% | 393 |
|
|
2018
Q3 | $197K | Sell |
4,527
-574
| -11% | -$25K | 0.02% | 387 |
|
|
2018
Q2 | $236K | Buy |
5,101
+74
| +1% | +$3.42K | 0.03% | 311 |
|
|
2018
Q1 | $225K | Sell |
5,027
-2,222
| -31% | -$99.5K | 0.04% | 294 |
|
|
2017
Q4 | $349K | Buy |
7,249
+337
| +5% | +$16.2K | 0.06% | 224 |
|
|
2017
Q3 | $358K | Buy |
6,912
+244
| +4% | +$12.6K | 0.06% | 214 |
|
|
2017
Q2 | $320K | Sell |
6,668
-444
| -6% | -$21.3K | 0.06% | 237 |
|
|
2017
Q1 | $352K | Buy |
7,112
+714
| +11% | +$35.3K | 0.07% | 201 |
|
|
2016
Q4 | $315K | Buy |
+6,398
| New | +$315K | 0.07% | 183 |
|