Prosperity Capital 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 | $212K | Buy |
2,308
+41
| +2% | +$3.77K | 0.02% | 264 |
|
|
2025
Q1 | $208K | Sell |
2,267
-9,376
| -81% | -$861K | 0.02% | 340 |
|
|
2024
Q4 | $958K | Buy |
11,643
+862
| +8% | +$71K | 0.08% | 161 |
|
|
2024
Q3 | $972K | Buy |
10,781
+1,252
| +13% | +$113K | 0.08% | 162 |
|
|
2024
Q2 | $739K | Sell |
9,529
-10,988
| -54% | -$852K | 0.08% | 157 |
|
|
2024
Q1 | $1.47M | Buy |
20,517
+9,761
| +91% | +$700K | 0.17% | 94 |
|
|
2023
Q4 | $754K | Sell |
10,756
-165
| -2% | -$11.6K | 0.08% | 124 |
|
|
2023
Q3 | $707K | Buy |
10,921
+225
| +2% | +$14.6K | 0.09% | 112 |
|
|
2023
Q2 | $751K | Buy |
+10,696
| New | +$751K | 0.11% | 108 |
|