Realta Investment 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 | – | Sell |
-2,179
| Closed | -$200K | – | 335 |
|
|
2025
Q1 | $200K | Buy |
+2,179
| New | +$200K | 0.09% | 173 |
|
|
2024
Q4 | – | Sell |
-3,871
| Closed | -$348K | – | 408 |
|
|
2024
Q3 | $348K | Sell |
3,871
-11,209
| -74% | -$1.01M | 0.16% | 133 |
|
|
2024
Q2 | $1.17M | Sell |
15,080
-1,783
| -11% | -$138K | 0.23% | 104 |
|
|
2024
Q1 | $1.21M | Buy |
16,863
+3,033
| +22% | +$218K | 0.25% | 99 |
|
|
2023
Q4 | $970K | Buy |
13,830
+418
| +3% | +$29.3K | 0.22% | 120 |
|
|
2023
Q3 | $942K | Sell |
13,412
-200
| -1% | -$14.1K | 0.22% | 110 |
|
|
2023
Q2 | $956K | Sell |
13,612
-17
| -0.1% | -$1.19K | 0.21% | 112 |
|
|
2023
Q1 | $948K | Sell |
13,629
-175
| -1% | -$12.2K | 0.23% | 110 |
|
|
2022
Q4 | $986K | Buy |
13,804
+316
| +2% | +$22.6K | 0.24% | 102 |
|
|
2022
Q3 | $917K | Buy |
13,488
+16
| +0.1% | +$1.09K | 0.24% | 102 |
|
|
2022
Q2 | $985K | Sell |
13,472
-1,665
| -11% | -$122K | 0.24% | 96 |
|
|
2022
Q1 | $1.1M | Buy |
15,137
+673
| +5% | +$48.8K | 0.22% | 101 |
|
|
2021
Q4 | $992K | Buy |
14,464
+203
| +1% | +$13.9K | 0.22% | 111 |
|
|
2021
Q3 | $884K | Buy |
14,261
+328
| +2% | +$20.3K | 0.21% | 120 |
|
|
2021
Q2 | $843K | Buy |
13,933
+120
| +0.9% | +$7.26K | 0.2% | 129 |
|
|
2021
Q1 | $859K | Buy |
13,813
+4,243
| +44% | +$264K | 0.23% | 117 |
|
|
2020
Q4 | $588K | Sell |
9,570
-818
| -8% | -$50.3K | 0.17% | 145 |
|
|
2020
Q3 | $563K | Buy |
10,388
+3,077
| +42% | +$167K | 0.19% | 136 |
|
|
2020
Q2 | $379K | Buy |
7,311
+502
| +7% | +$26K | 0.12% | 205 |
|
|
2020
Q1 | $369K | Sell |
6,809
-2,392
| -26% | -$130K | 0.16% | 174 |
|
|
2019
Q4 | $569K | Sell |
9,201
-747
| -8% | -$46.2K | 0.16% | 168 |
|
|
2019
Q3 | $612K | Sell |
9,948
-5,313
| -35% | -$327K | 0.17% | 143 |
|
|
2019
Q2 | $848K | Buy |
15,261
+9,684
| +174% | +$538K | 0.24% | 94 |
|
|
2019
Q1 | $290K | Buy |
+5,577
| New | +$290K | 0.13% | 210 |
|