Prospera Financial Services’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 | $8.92M | Buy |
97,085
+19,411
| +25% | +$1.78M | 0.17% | 134 |
|
|
2025
Q1 | $7.14M | Sell |
77,674
-5,832
| -7% | -$536K | 0.16% | 138 |
|
|
2024
Q4 | $6.88M | Buy |
83,506
+4,272
| +5% | +$352K | 0.16% | 141 |
|
|
2024
Q3 | $7.15M | Buy |
79,234
+43
| +0.1% | +$3.88K | 0.18% | 120 |
|
|
2024
Q2 | $6.14M | Buy |
79,191
+1,027
| +1% | +$79.7K | 0.17% | 126 |
|
|
2024
Q1 | $5.61M | Buy |
78,164
+1,106
| +1% | +$79.4K | 0.17% | 130 |
|
|
2023
Q4 | $5.4M | Buy |
77,058
+10,724
| +16% | +$752K | 0.18% | 130 |
|
|
2023
Q3 | $4.29M | Sell |
66,334
-7,939
| -11% | -$514K | 0.17% | 136 |
|
|
2023
Q2 | $5.22M | Buy |
74,273
+6,034
| +9% | +$424K | 0.2% | 122 |
|
|
2023
Q1 | $4.75M | Buy |
68,239
+4,534
| +7% | +$316K | 0.2% | 126 |
|
|
2022
Q4 | $4.55M | Sell |
63,705
-1,662
| -3% | -$119K | 0.23% | 110 |
|
|
2022
Q3 | $4.45M | Buy |
65,367
+8,091
| +14% | +$550K | 0.23% | 104 |
|
|
2022
Q2 | $4.09M | Buy |
57,276
+1,886
| +3% | +$135K | 0.21% | 107 |
|
|
2022
Q1 | $4.02M | Buy |
55,390
+1,468
| +3% | +$106K | 0.17% | 138 |
|
|
2021
Q4 | $3.7M | Buy |
53,922
+2,152
| +4% | +$148K | 0.16% | 150 |
|
|
2021
Q3 | $3.21M | Buy |
51,770
+27,884
| +117% | +$1.73M | 0.16% | 168 |
|
|
2021
Q2 | $1.45M | Buy |
23,886
+9,245
| +63% | +$559K | 0.07% | 307 |
|
|
2021
Q1 | $910K | Sell |
14,641
-5,593
| -28% | -$348K | 0.05% | 361 |
|
|
2020
Q4 | $1.24M | Buy |
+20,234
| New | +$1.24M | 0.09% | 252 |
|
|
2020
Q3 | – | Sell |
-23,936
| Closed | -$1.24M | – | 1691 |
|
|
2020
Q2 | $1.24M | Buy |
23,936
+5,511
| +30% | +$286K | 0.11% | 209 |
|
|
2020
Q1 | $998K | Buy |
18,425
+885
| +5% | +$47.9K | 0.11% | 203 |
|
|
2019
Q4 | $1.12M | Sell |
17,540
-5,083
| -22% | -$324K | 0.09% | 244 |
|
|
2019
Q3 | $1.4M | Buy |
22,623
+7,606
| +51% | +$470K | 0.14% | 148 |
|
|
2019
Q2 | $837K | Sell |
15,017
-10,922
| -42% | -$609K | 0.09% | 187 |
|
|
2019
Q1 | $1.34M | Buy |
25,939
+16,693
| +181% | +$860K | 0.44% | 70 |
|
|
2018
Q4 | $409K | Buy |
9,246
+2,295
| +33% | +$102K | 0.08% | 233 |
|
|
2018
Q3 | $315K | Sell |
6,951
-517
| -7% | -$23.4K | 0.06% | 302 |
|
|
2018
Q2 | $349K | Sell |
7,468
-20,820
| -74% | -$973K | 0.05% | 309 |
|
|
2018
Q1 | $1.27M | Buy |
28,288
+7,889
| +39% | +$353K | 0.18% | 121 |
|
|
2017
Q4 | $961K | Sell |
20,399
-18,429
| -47% | -$868K | 0.15% | 129 |
|
|
2017
Q3 | $1.91M | Buy |
38,828
+74
| +0.2% | +$3.63K | 0.29% | 72 |
|
|
2017
Q2 | $1.84M | Buy |
38,754
+39
| +0.1% | +$1.85K | 0.3% | 64 |
|
|
2017
Q1 | $1.95M | Buy |
38,715
+25,619
| +196% | +$1.29M | 0.35% | 58 |
|
|
2016
Q4 | $644K | Sell |
13,096
-30,756
| -70% | -$1.51M | 0.13% | 149 |
|
|
2016
Q3 | $2.25M | Buy |
43,852
+6,908
| +19% | +$354K | 0.45% | 40 |
|
|
2016
Q2 | $1.98M | Buy |
36,944
+216
| +0.6% | +$11.6K | 0.41% | 46 |
|
|
2016
Q1 | $1.9M | Buy |
36,728
+13,929
| +61% | +$721K | 0.42% | 37 |
|
|
2015
Q4 | $1.07M | Buy |
22,799
+746
| +3% | +$34.9K | 0.23% | 68 |
|
|
2015
Q3 | $986K | Buy |
+22,053
| New | +$986K | 0.25% | 55 |
|
|
2015
Q2 | – | Sell |
-5,226
| Closed | -$216K | – | 330 |
|
|
2015
Q1 | $216K | Buy |
5,226
+51
| +1% | +$2.11K | 0.05% | 276 |
|
|
2014
Q4 | $254K | Buy |
+5,175
| New | +$254K | 0.06% | 231 |
|
|
2013
Q4 | – | Sell |
-5,843
| Closed | -$241K | – | 287 |
|
|
2013
Q3 | $241K | Sell |
5,843
-42,779
| -88% | -$1.76M | 0.09% | 186 |
|
|
2013
Q2 | $2.13M | Buy |
+48,622
| New | +$2.13M | 0.99% | 22 |
|