Private Capital 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 | $294K | Hold |
3,200
| – | – | 0.04% | 70 |
|
|
2025
Q1 | $294K | Hold |
3,200
| – | – | 0.04% | 60 |
|
|
2024
Q4 | $263K | Hold |
3,200
| – | – | 0.03% | 61 |
|
|
2024
Q3 | $289K | Hold |
3,200
| – | – | 0.03% | 62 |
|
|
2024
Q2 | $248K | Hold |
3,200
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $230K | Hold |
3,200
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $224K | Hold |
3,200
| – | – | 0.03% | 73 |
|
|
2023
Q3 | $215K | Sell |
3,200
-2,100
| -40% | -$141K | 0.03% | 81 |
|
|
2023
Q2 | $372K | Hold |
5,300
| – | – | 0.06% | 61 |
|
|
2023
Q1 | $369K | Hold |
5,300
| – | – | 0.07% | 64 |
|
|
2022
Q4 | $378K | Hold |
5,300
| – | – | 0.06% | 57 |
|
|
2022
Q3 | $360K | Hold |
5,300
| – | – | 0.06% | 62 |
|
|
2022
Q2 | $378K | Hold |
5,300
| – | – | 0.06% | 63 |
|
|
2022
Q1 | $384K | Buy |
+5,300
| New | +$384K | 0.06% | 79 |
|