Prime Capital 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 | $3.61M | Sell |
39,335
-10,712
| -21% | -$984K | 0.05% | 245 |
|
|
2025
Q1 | $4.6M | Buy |
50,047
+1,100
| +2% | +$101K | 0.05% | 234 |
|
|
2024
Q4 | $4.03M | Sell |
48,947
-10,050
| -17% | -$827K | 0.06% | 214 |
|
|
2024
Q3 | $5.32M | Buy |
58,997
+13,485
| +30% | +$1.22M | 0.08% | 174 |
|
|
2024
Q2 | $3.53M | Buy |
45,512
+4,515
| +11% | +$350K | 0.05% | 237 |
|
|
2024
Q1 | $2.94M | Sell |
40,997
-3,774
| -8% | -$271K | 0.04% | 280 |
|
|
2023
Q4 | $3.14M | Sell |
44,771
-3,256
| -7% | -$228K | 0.05% | 267 |
|
|
2023
Q3 | $3.11M | Buy |
48,027
+10,695
| +29% | +$692K | 0.06% | 207 |
|
|
2023
Q2 | $2.62M | Buy |
37,332
+21,355
| +134% | +$1.5M | 0.05% | 233 |
|
|
2023
Q1 | $1.11M | Sell |
15,977
-1,582
| -9% | -$110K | 0.05% | 231 |
|
|
2022
Q4 | $1.25M | Sell |
17,559
-18,970
| -52% | -$1.35M | 0.05% | 218 |
|
|
2022
Q3 | $2.48M | Buy |
36,529
+28,471
| +353% | +$1.94M | 0.14% | 104 |
|
|
2022
Q2 | $575K | Buy |
8,058
+2,874
| +55% | +$205K | 0.03% | 212 |
|
|
2022
Q1 | $356K | Hold |
5,184
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $356K | Buy |
+5,184
| New | +$356K | 0.02% | 276 |
|
|
2021
Q3 | – | Sell |
-10,341
| Closed | -$626K | – | 376 |
|
|
2021
Q2 | $626K | Buy |
+10,341
| New | +$626K | 0.04% | 225 |
|
|
2021
Q1 | – | Sell |
-6,227
| Closed | -$383K | – | 500 |
|
|
2020
Q4 | $383K | Sell |
6,227
-1,065
| -15% | -$65.5K | 0.03% | 197 |
|
|
2020
Q3 | $395K | Sell |
7,292
-1,277
| -15% | -$69.2K | 0.03% | 203 |
|
|
2020
Q2 | $444K | Buy |
8,569
+3,383
| +65% | +$175K | 0.04% | 186 |
|
|
2020
Q1 | $281K | Buy |
5,186
+463
| +10% | +$25.1K | 0.03% | 180 |
|
|
2019
Q4 | $301K | Hold |
4,723
| – | – | 0.03% | 171 |
|
|
2019
Q3 | $292K | Buy |
4,723
+413
| +10% | +$25.5K | 0.05% | 176 |
|
|
2019
Q2 | $238K | Buy |
4,310
+60
| +1% | +$3.31K | 0.04% | 167 |
|
|
2019
Q1 | $220K | Sell |
4,250
-6,200
| -59% | -$321K | 0.06% | 128 |
|
|
2018
Q4 | $459K | Sell |
10,450
-1,147
| -10% | -$50.4K | 0.17% | 88 |
|
|
2018
Q3 | $506K | Buy |
11,597
+1,107
| +11% | +$48.3K | 0.16% | 91 |
|
|
2018
Q2 | $486K | Sell |
10,490
-1,460
| -12% | -$67.6K | 0.2% | 83 |
|
|
2018
Q1 | $534K | Hold |
11,950
| – | – | 0.38% | 59 |
|
|
2017
Q4 | $575K | Buy |
+11,950
| New | +$575K | 0.44% | 55 |
|