Pinion 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 | $713K | Buy |
7,768
+78
| +1% | +$7.16K | 0.25% | 75 |
|
|
2025
Q1 | $707K | Buy |
7,690
+1,126
| +17% | +$104K | 0.16% | 81 |
|
|
2024
Q4 | $540K | Buy |
6,564
+46
| +0.7% | +$3.79K | 0.22% | 82 |
|
|
2024
Q3 | $588K | Buy |
6,518
+623
| +11% | +$56.2K | 0.25% | 79 |
|
|
2024
Q2 | $457K | Buy |
5,895
+268
| +5% | +$20.8K | 0.23% | 85 |
|
|
2024
Q1 | $404K | Buy |
5,627
+893
| +19% | +$64.1K | 0.21% | 100 |
|
|
2023
Q4 | $332K | Buy |
4,734
+647
| +16% | +$45.4K | 0.2% | 110 |
|
|
2023
Q3 | $265K | Buy |
4,087
+499
| +14% | +$32.3K | 0.17% | 133 |
|
|
2023
Q2 | $252K | Sell |
3,588
-1,071
| -23% | -$75.2K | 0.17% | 147 |
|
|
2023
Q1 | $324K | Buy |
4,659
+797
| +21% | +$55.4K | 0.3% | 86 |
|
|
2022
Q4 | $276K | Buy |
3,862
+868
| +29% | +$62K | 0.26% | 104 |
|
|
2022
Q3 | $204K | Buy |
+2,994
| New | +$204K | 0.18% | 148 |
|
|
2021
Q1 | – | Sell |
-3,469
| Closed | -$213K | – | 156 |
|
|
2020
Q4 | $213K | Buy |
+3,469
| New | +$213K | 0.22% | 127 |
|