Proficio Capital Partners’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 | $340K | Buy |
3,698
+99
| +3% | +$9.09K | 0.02% | 302 |
|
|
2025
Q1 | $331K | Buy |
3,599
+52
| +1% | +$4.78K | 0.03% | 275 |
|
|
2024
Q4 | $292K | Buy |
3,547
+1,282
| +57% | +$106K | 0.02% | 270 |
|
|
2024
Q3 | $204K | Sell |
2,265
-855
| -27% | -$77.1K | 0.02% | 272 |
|
|
2024
Q2 | $242K | Sell |
3,120
-804
| -20% | -$62.4K | 0.03% | 283 |
|
|
2024
Q1 | $281K | Buy |
3,924
+43
| +1% | +$3.09K | 0.03% | 258 |
|
|
2023
Q4 | $272K | Sell |
3,881
-399
| -9% | -$28K | 0.03% | 245 |
|
|
2023
Q3 | $277K | Buy |
4,280
+74
| +2% | +$4.79K | 0.04% | 229 |
|
|
2023
Q2 | $295K | Buy |
4,206
+133
| +3% | +$9.34K | 0.04% | 219 |
|
|
2023
Q1 | $283K | Buy |
4,073
+333
| +9% | +$23.2K | 0.05% | 222 |
|
|
2022
Q4 | $267K | Buy |
+3,740
| New | +$267K | 0.05% | 218 |
|
|
2022
Q1 | – | Sell |
-3,032
| Closed | -$208K | – | 330 |
|
|
2021
Q4 | $208K | Buy |
+3,032
| New | +$208K | 0.03% | 288 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$211K | – | 305 |
|
|
2021
Q1 | $211K | Sell |
3,400
-505
| -13% | -$31.3K | 0.03% | 253 |
|
|
2020
Q4 | $240K | Buy |
+3,905
| New | +$240K | 0.04% | 161 |
|
|
2019
Q3 | – | Sell |
-972
| Closed | -$54K | – | 1317 |
|
|
2019
Q2 | $54K | Buy |
972
+296
| +44% | +$16.4K | 0.02% | 349 |
|
|
2019
Q1 | $35K | Buy |
676
+23
| +4% | +$1.19K | 0.01% | 464 |
|
|
2018
Q4 | $29K | Buy |
653
+116
| +22% | +$5.15K | 0.01% | 448 |
|
|
2018
Q3 | $23K | Hold |
537
| – | – | 0.01% | 548 |
|
|
2018
Q2 | $25K | Hold |
537
| – | – | 0.01% | 543 |
|
|
2018
Q1 | $24K | Buy |
537
+240
| +81% | +$10.7K | 0.01% | 542 |
|
|
2017
Q4 | $14K | Buy |
297
+57
| +24% | +$2.69K | ﹤0.01% | 707 |
|
|
2017
Q3 | $12K | Buy |
240
+8
| +3% | +$400 | ﹤0.01% | 738 |
|
|
2017
Q2 | $12K | Sell |
232
-63
| -21% | -$3.26K | 0.01% | 757 |
|
|
2017
Q1 | $15K | Buy |
295
+65
| +28% | +$3.31K | 0.01% | 705 |
|
|
2016
Q4 | $11K | Buy |
230
+109
| +90% | +$5.21K | ﹤0.01% | 590 |
|
|
2016
Q3 | $6K | Hold |
121
| – | – | ﹤0.01% | 687 |
|
|
2016
Q2 | $6K | Sell |
121
-71
| -37% | -$3.52K | ﹤0.01% | 667 |
|
|
2016
Q1 | $10K | Sell |
192
-19
| -9% | -$990 | 0.01% | 413 |
|
|
2015
Q4 | $10K | Buy |
+211
| New | +$10K | 0.01% | 276 |
|