RDA Financial Network’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 | $1.96M | Buy |
21,302
+424
| +2% | +$38.9K | 0.53% | 52 |
|
|
2025
Q1 | $1.92M | Sell |
20,878
-83
| -0.4% | -$7.63K | 0.57% | 53 |
|
|
2024
Q4 | $1.73M | Buy |
20,961
+1,722
| +9% | +$142K | 0.5% | 58 |
|
|
2024
Q3 | $1.73M | Sell |
19,239
-1,254
| -6% | -$113K | 0.54% | 56 |
|
|
2024
Q2 | $1.59M | Buy |
20,493
+4,365
| +27% | +$339K | 0.52% | 57 |
|
|
2024
Q1 | $1.16M | Buy |
16,128
+1,119
| +7% | +$80.3K | 0.4% | 73 |
|
|
2023
Q4 | $1.05M | Buy |
15,009
+639
| +4% | +$44.8K | 0.4% | 71 |
|
|
2023
Q3 | $930K | Buy |
14,370
+587
| +4% | +$38K | 0.4% | 74 |
|
|
2023
Q2 | $968K | Buy |
13,783
+130
| +1% | +$9.13K | 0.41% | 71 |
|
|
2023
Q1 | $950K | Buy |
13,653
+463
| +4% | +$32.2K | 0.43% | 70 |
|
|
2022
Q4 | $942K | Buy |
13,190
+761
| +6% | +$54.3K | 0.47% | 65 |
|
|
2022
Q3 | $845K | Buy |
12,429
+375
| +3% | +$25.5K | 0.46% | 66 |
|
|
2022
Q2 | $860K | Sell |
12,054
-656
| -5% | -$46.8K | 0.43% | 66 |
|
|
2022
Q1 | $922K | Buy |
12,710
+2,196
| +21% | +$159K | 0.39% | 67 |
|
|
2021
Q4 | $721K | Buy |
10,514
+5,814
| +124% | +$399K | 0.29% | 89 |
|
|
2021
Q3 | $291K | Sell |
4,700
-10
| -0.2% | -$619 | 0.13% | 173 |
|
|
2021
Q2 | $285K | Buy |
4,710
+62
| +1% | +$3.75K | 0.13% | 171 |
|
|
2021
Q1 | $289K | Hold |
4,648
| – | – | 0.12% | 175 |
|
|
2020
Q4 | $286K | Buy |
4,648
+348
| +8% | +$21.4K | 0.13% | 169 |
|
|
2020
Q3 | $233K | Sell |
4,300
-306
| -7% | -$16.6K | 0.11% | 188 |
|
|
2020
Q2 | $239K | Buy |
4,606
+119
| +3% | +$6.18K | 0.12% | 173 |
|
|
2020
Q1 | $243K | Sell |
4,487
-1,902
| -30% | -$103K | 0.15% | 144 |
|
|
2019
Q4 | $448K | Hold |
6,389
| – | – | 0.18% | 138 |
|
|
2019
Q3 | $397K | Sell |
6,389
-328
| -5% | -$20.4K | 0.17% | 135 |
|
|
2019
Q2 | $378K | Sell |
6,717
-26
| -0.4% | -$1.46K | 0.17% | 138 |
|
|
2019
Q1 | $355K | Buy |
+6,743
| New | +$355K | 0.17% | 142 |
|