PA
PSI Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
5,249
-150
| -3% | -$13.8K | 0.24% | 57 |
|
|
2025
Q1 | $496K | Sell |
5,399
-622
| -10% | -$57.2K | 0.16% | 70 |
|
|
2024
Q4 | $496K | Hold |
6,021
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $543K | Sell |
6,021
-100
| -2% | -$9.02K | 0.16% | 79 |
|
|
2024
Q2 | $475K | Sell |
6,121
-2,210
| -27% | -$171K | 0.15% | 87 |
|
|
2024
Q1 | $598K | Buy |
8,331
+1,509
| +22% | +$108K | 0.22% | 68 |
|
|
2023
Q4 | $478K | Buy |
6,822
+121
| +2% | +$8.48K | 0.18% | 80 |
|
|
2023
Q3 | $434K | Buy |
6,701
+51
| +0.8% | +$3.3K | 0.19% | 84 |
|
|
2023
Q2 | $467K | Sell |
6,650
-549
| -8% | -$38.6K | 0.21% | 77 |
|
|
2023
Q1 | $501K | Hold |
7,199
| – | – | 0.24% | 68 |
|
|
2022
Q4 | $514K | Sell |
7,199
-2,849
| -28% | -$203K | 0.27% | 64 |
|
|
2022
Q3 | $683K | Sell |
10,048
-2,217
| -18% | -$151K | 0.36% | 55 |
|
|
2022
Q2 | $875K | Sell |
12,265
-920
| -7% | -$65.6K | 0.43% | 51 |
|
|
2022
Q1 | $956K | Sell |
13,185
-741
| -5% | -$53.7K | 0.39% | 53 |
|
|
2021
Q4 | $955K | Sell |
13,926
-1,027
| -7% | -$70.4K | 0.39% | 55 |
|
|
2021
Q3 | $926K | Sell |
14,953
-1,470
| -9% | -$91K | 0.43% | 48 |
|
|
2021
Q2 | $993K | Sell |
16,423
-1,017
| -6% | -$61.5K | 0.52% | 42 |
|
|
2021
Q1 | $1.08M | Buy |
17,440
+1,219
| +8% | +$75.8K | 0.64% | 38 |
|
|
2020
Q4 | $996K | Sell |
16,221
-8,435
| -34% | -$518K | 0.69% | 31 |
|
|
2020
Q3 | $1.34M | Buy |
24,656
+3,750
| +18% | +$203K | 1.02% | 21 |
|
|
2020
Q2 | $1.08M | Sell |
20,906
-4,448
| -18% | -$230K | 0.87% | 28 |
|
|
2020
Q1 | $1.37M | Sell |
25,354
-3,244
| -11% | -$176K | 1.26% | 21 |
|
|
2019
Q4 | $1.82M | Buy |
+28,598
| New | +$1.82M | 1.17% | 17 |
|