Procyon 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 | $817K | Sell |
8,896
-953
| -10% | -$87.5K | 0.08% | 206 |
|
|
2025
Q1 | $906K | Sell |
9,849
-792
| -7% | -$72.8K | 0.05% | 270 |
|
|
2024
Q4 | $876K | Sell |
10,641
-213
| -2% | -$17.5K | 0.06% | 248 |
|
|
2024
Q3 | $979K | Sell |
10,854
-1,796
| -14% | -$162K | 0.07% | 235 |
|
|
2024
Q2 | $981K | Sell |
12,650
-1,312
| -9% | -$102K | 0.07% | 224 |
|
|
2024
Q1 | $1M | Sell |
13,962
-2,545
| -15% | -$183K | 0.08% | 226 |
|
|
2023
Q4 | $1.16M | Sell |
16,507
-354
| -2% | -$24.8K | 0.1% | 194 |
|
|
2023
Q3 | $1.09M | Sell |
16,861
-310
| -2% | -$20.1K | 0.11% | 187 |
|
|
2023
Q2 | $1.21M | Sell |
17,171
-1,510
| -8% | -$106K | 0.15% | 146 |
|
|
2023
Q1 | $1.3M | Sell |
18,681
-367
| -2% | -$25.5K | 0.22% | 110 |
|
|
2022
Q4 | $1.36M | Buy |
19,048
+2,556
| +15% | +$183K | 0.25% | 95 |
|
|
2022
Q3 | $1.12M | Sell |
16,492
-425
| -3% | -$28.9K | 0.27% | 83 |
|
|
2022
Q2 | $1.21M | Sell |
16,917
-2,020
| -11% | -$144K | 0.27% | 89 |
|
|
2022
Q1 | $1.37M | Buy |
18,937
+1,264
| +7% | +$91.6K | 0.28% | 78 |
|
|
2021
Q4 | $1.21M | Buy |
17,673
+718
| +4% | +$49.2K | 0.26% | 92 |
|
|
2021
Q3 | $1.05M | Buy |
16,955
+1,522
| +10% | +$94.3K | 0.27% | 82 |
|
|
2021
Q2 | $934K | Buy |
15,433
+9,818
| +175% | +$594K | 0.25% | 88 |
|
|
2021
Q1 | $349K | Sell |
5,615
-1,080
| -16% | -$67.1K | 0.16% | 145 |
|
|
2020
Q4 | $411K | Buy |
6,695
+197
| +3% | +$12.1K | 0.2% | 119 |
|
|
2020
Q3 | $352K | Buy |
6,498
+546
| +9% | +$29.6K | 0.2% | 118 |
|
|
2020
Q2 | $309K | Buy |
5,952
+498
| +9% | +$25.9K | 0.16% | 125 |
|
|
2020
Q1 | $295K | Buy |
5,454
+2,733
| +100% | +$148K | 0.2% | 106 |
|
|
2019
Q4 | $173K | Buy |
+2,721
| New | +$173K | 0.11% | 189 |
|