QI
Qtron Investments’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.07M | Sell |
22,546
-1,504
| -6% | -$138K | 0.26% | 72 |
|
2025
Q1 | $2.21M | Buy |
24,050
+9,656
| +67% | +$888K | 0.33% | 55 |
|
2024
Q4 | $1.18M | Hold |
14,394
| – | – | 0.17% | 138 |
|
2024
Q3 | $1.3M | Buy |
14,394
+4,948
| +52% | +$446K | 0.18% | 136 |
|
2024
Q2 | $733K | Hold |
9,446
| – | – | 0.11% | 228 |
|
2024
Q1 | $678K | Buy |
9,446
+2,529
| +37% | +$181K | 0.1% | 274 |
|
2023
Q4 | $485K | Sell |
6,917
-6,395
| -48% | -$448K | 0.08% | 332 |
|
2023
Q3 | $862K | Buy |
13,312
+3,118
| +31% | +$202K | 0.16% | 162 |
|
2023
Q2 | $716K | Buy |
10,194
+16
| +0.2% | +$1.12K | 0.14% | 202 |
|
2023
Q1 | $708K | Sell |
10,178
-1,249
| -11% | -$86.9K | 0.15% | 193 |
|
2022
Q4 | $816K | Sell |
11,427
-1,658
| -13% | -$118K | 0.17% | 159 |
|
2022
Q3 | $890K | Hold |
13,085
| – | – | 0.22% | 119 |
|
2022
Q2 | $933K | Hold |
13,085
| – | – | 0.21% | 133 |
|
2022
Q1 | $949K | Hold |
13,085
| – | – | 0.21% | 130 |
|
2021
Q4 | $897K | Buy |
13,085
+6,065
| +86% | +$416K | 0.2% | 154 |
|
2021
Q3 | $435K | Hold |
7,020
| – | – | 0.12% | 230 |
|
2021
Q2 | $425K | Buy |
+7,020
| New | +$425K | 0.11% | 235 |
|
2020
Q2 | – | Sell |
-14,359
| Closed | -$777K | – | 282 |
|
2020
Q1 | $777K | Buy |
14,359
+1,900
| +15% | +$103K | 0.47% | 57 |
|
2019
Q4 | $794K | Buy |
12,459
+4,038
| +48% | +$257K | 0.46% | 70 |
|
2019
Q3 | $520K | Hold |
8,421
| – | – | 0.32% | 106 |
|
2019
Q2 | $466K | Buy |
8,421
+3,287
| +64% | +$182K | 0.29% | 122 |
|
2019
Q1 | $265K | Buy |
+5,134
| New | +$265K | 0.24% | 146 |
|