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 |
-3,698
| Closed | -$340K | – | 397 |
|
|
2025
Q2 | $340K | Buy |
3,698
+99
| +3% | +$8.89K | 0.02% | 302 |
|
|
2025
Q1 | $331K | Buy |
3,599
+52
| +1% | +$4.5K | 0.03% | 275 |
|
|
2024
Q4 | $292K | Buy |
3,547
+1,282
| +57% | +$112K | 0.02% | 270 |
|
|
2024
Q3 | $204K | Sell |
2,265
-855
| -27% | -$73K | 0.02% | 272 |
|
|
2024
Q2 | $242K | Sell |
3,120
-804
| -20% | -$60.9K | 0.03% | 283 |
|
|
2024
Q1 | $281K | Buy |
3,924
+43
| +1% | +$2.97K | 0.03% | 258 |
|
|
2023
Q4 | $272K | Sell |
3,881
-399
| -9% | -$27.4K | 0.03% | 245 |
|
|
2023
Q3 | $277K | Buy |
4,280
+74
| +2% | +$5.14K | 0.04% | 229 |
|
|
2023
Q2 | $295K | Buy |
4,206
+133
| +3% | +$9.54K | 0.04% | 219 |
|
|
2023
Q1 | $283K | Buy |
4,073
+333
| +9% | +$22.4K | 0.05% | 222 |
|
|
2022
Q4 | $267K | Buy |
+3,740
| New | +$250K | 0.05% | 218 |
|
|
2022
Q1 | – | Sell |
-3,032
| Closed | -$208K | – | 330 |
|
|
2021
Q4 | $208K | Buy |
+3,032
| New | +$193K | 0.03% | 288 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$211K | – | 305 |
|
|
2021
Q1 | $211K | Sell |
3,400
-505
| -13% | -$30.2K | 0.03% | 253 |
|
|
2020
Q4 | $240K | Buy |
+3,905
| New | +$235K | 0.04% | 161 |
|
|
2019
Q3 | – | Sell |
-972
| Closed | -$54K | – | 1317 |
|
|
2019
Q2 | $54K | Buy |
972
+296
| +44% | +$15.8K | 0.02% | 349 |
|
|
2019
Q1 | $35K | Buy |
676
+23
| +4% | +$1.13K | 0.01% | 464 |
|
|
2018
Q4 | $29K | Buy |
653
+116
| +22% | +$5.27K | 0.01% | 449 |
|
|
2018
Q3 | $23K | Hold |
537
| – | – | 0.01% | 551 |
|
|
2018
Q2 | $25K | Hold |
537
| – | – | 0.01% | 545 |
|
|
2018
Q1 | $24K | Buy |
537
+240
| +81% | +$10.7K | 0.01% | 544 |
|
|
2017
Q4 | $14K | Buy |
297
+57
| +24% | +$2.9K | 0.01% | 708 |
|
|
2017
Q3 | $12K | Buy |
240
+8
| +3% | +$388 | ﹤0.01% | 738 |
|
|
2017
Q2 | $12K | Sell |
232
-63
| -21% | -$3.16K | 0.01% | 758 |
|
|
2017
Q1 | $15K | Buy |
295
+65
| +28% | +$3.21K | 0.01% | 705 |
|
|
2016
Q4 | $11K | Buy |
230
+109
| +90% | +$5.36K | 0.01% | 591 |
|
|
2016
Q3 | $6K | Hold |
121
| – | – | ﹤0.01% | 689 |
|
|
2016
Q2 | $6K | Sell |
121
-71
| -37% | -$3.57K | ﹤0.01% | 667 |
|
|
2016
Q1 | $10K | Sell |
192
-19
| -9% | -$926 | 0.01% | 413 |
|
|
2015
Q4 | $10K | Buy |
+211
| New | +$9.56K | 0.01% | 277 |
|
Other funds holding SO
