Ranch 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 | $2.31M | Buy |
25,132
+1,777
| +8% | +$163K | 1% | 32 |
|
|
2025
Q1 | $2.15M | Buy |
23,355
+1,996
| +9% | +$184K | 1.02% | 32 |
|
|
2024
Q4 | $1.76M | Buy |
21,359
+1,057
| +5% | +$87K | 0.83% | 41 |
|
|
2024
Q3 | $1.83M | Buy |
20,302
+2,195
| +12% | +$198K | 0.86% | 34 |
|
|
2024
Q2 | $1.4M | Buy |
18,107
+145
| +0.8% | +$11.2K | 0.73% | 40 |
|
|
2024
Q1 | $1.29M | Buy |
17,962
+362
| +2% | +$26K | 0.7% | 46 |
|
|
2023
Q4 | $1.23M | Buy |
17,600
+626
| +4% | +$43.9K | 0.77% | 41 |
|
|
2023
Q3 | $1.1M | Buy |
16,974
+448
| +3% | +$29K | 0.77% | 39 |
|
|
2023
Q2 | $1.16M | Sell |
16,526
-153
| -0.9% | -$10.7K | 0.82% | 36 |
|
|
2023
Q1 | $1.16M | Buy |
16,679
+673
| +4% | +$46.8K | 0.85% | 36 |
|
|
2022
Q4 | $1.14M | Buy |
16,006
+248
| +2% | +$17.7K | 0.89% | 33 |
|
|
2022
Q3 | $1.07M | Buy |
15,758
+162
| +1% | +$11K | 0.88% | 37 |
|
|
2022
Q2 | $1.11M | Buy |
15,596
+1,230
| +9% | +$87.7K | 0.85% | 37 |
|
|
2022
Q1 | $1.04M | Buy |
14,366
+760
| +6% | +$55.1K | 0.69% | 44 |
|
|
2021
Q4 | $933K | Buy |
13,606
+90
| +0.7% | +$6.17K | 0.61% | 49 |
|
|
2021
Q3 | $838K | Buy |
13,516
+868
| +7% | +$53.8K | 0.52% | 57 |
|
|
2021
Q2 | $765K | Buy |
12,648
+12,554
| +13,355% | +$759K | 0.46% | 66 |
|
|
2021
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 743 |
|
|
2020
Q4 | $5K | Hold |
94
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $5K | Sell |
94
-16
| -15% | -$851 | ﹤0.01% | 719 |
|
|
2020
Q2 | $6K | Buy |
110
+16
| +17% | +$873 | ﹤0.01% | 736 |
|
|
2020
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 718 |
|
|
2019
Q4 | $6K | Sell |
94
-8,081
| -99% | -$516K | ﹤0.01% | 764 |
|
|
2019
Q3 | $505K | Buy |
+8,175
| New | +$505K | 0.54% | 59 |
|