Realta Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $956K | Sell |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $986K | Buy |
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|
2022
Q3 | $917K | Buy |
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|
2022
Q2 | $985K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $992K | Buy |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $843K | Buy |
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|
2021
Q1 | $859K | Buy |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $612K | Sell |
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|
2019
Q2 | $848K | Buy |
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|
2019
Q1 | $290K | Buy |
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