Red Wave Investments’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 | $552K | Buy |
6,007
+33
| +0.6% | +$3.03K | 0.18% | 57 |
|
|
2025
Q1 | $549K | Buy |
5,974
+3
| +0.1% | +$276 | 0.2% | 54 |
|
|
2024
Q4 | $492K | Buy |
5,971
+3
| +0.1% | +$247 | 0.17% | 58 |
|
|
2024
Q3 | $538K | Buy |
5,968
+147
| +3% | +$13.3K | 0.19% | 56 |
|
|
2024
Q2 | $452K | Buy |
5,821
+11
| +0.2% | +$853 | 0.17% | 60 |
|
|
2024
Q1 | $417K | Buy |
5,810
+87
| +2% | +$6.24K | 0.16% | 63 |
|
|
2023
Q4 | $401K | Sell |
5,723
-55
| -1% | -$3.86K | 0.16% | 64 |
|
|
2023
Q3 | $374K | Hold |
5,778
| – | – | 0.16% | 64 |
|
|
2023
Q2 | $406K | Buy |
5,778
+127
| +2% | +$8.92K | 0.16% | 64 |
|
|
2023
Q1 | $393K | Buy |
5,651
+178
| +3% | +$12.4K | 0.16% | 61 |
|
|
2022
Q4 | $391K | Sell |
5,473
-4,246
| -44% | -$303K | 0.16% | 61 |
|
|
2022
Q3 | $661K | Buy |
9,719
+198
| +2% | +$13.5K | 0.29% | 46 |
|
|
2022
Q2 | $679K | Sell |
9,521
-695
| -7% | -$49.6K | 0.28% | 47 |
|
|
2022
Q1 | $741K | Buy |
10,216
+3,995
| +64% | +$290K | 0.26% | 47 |
|
|
2021
Q4 | $427K | Buy |
6,221
+343
| +6% | +$23.5K | 0.15% | 60 |
|
|
2021
Q3 | $364K | Buy |
5,878
+447
| +8% | +$27.7K | 0.13% | 60 |
|
|
2021
Q2 | $329K | Buy |
5,431
+13
| +0.2% | +$788 | 0.12% | 68 |
|
|
2021
Q1 | $337K | Buy |
5,418
+133
| +3% | +$8.27K | 0.14% | 65 |
|
|
2020
Q4 | $325K | Buy |
+5,285
| New | +$325K | 0.15% | 58 |
|