Proficio Capital Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $292K | Buy |
|
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $240K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $54K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $24K | Buy |
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|
2017
Q4 | $14K | Buy |
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|
2017
Q3 | $12K | Buy |
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|
2017
Q2 | $12K | Sell |
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|
2017
Q1 | $15K | Buy |
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|
2016
Q4 | $11K | Buy |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $10K | Sell |
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|
2015
Q4 | $10K | Buy |
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