Regal 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 | $1.83M | Sell |
19,973
-1,105
| -5% | -$101K | 0.14% | 162 |
|
|
2025
Q1 | $1.94M | Sell |
21,078
-9,039
| -30% | -$831K | 0.16% | 153 |
|
|
2024
Q4 | $2.48M | Buy |
30,117
+1,689
| +6% | +$139K | 0.19% | 132 |
|
|
2024
Q3 | $2.56M | Sell |
28,428
-413
| -1% | -$37.2K | 0.18% | 142 |
|
|
2024
Q2 | $2.24M | Buy |
28,841
+1,206
| +4% | +$93.6K | 0.15% | 161 |
|
|
2024
Q1 | $1.98M | Buy |
27,635
+1,170
| +4% | +$83.9K | 0.14% | 172 |
|
|
2023
Q4 | $1.86M | Sell |
26,465
-729
| -3% | -$51.1K | 0.14% | 164 |
|
|
2023
Q3 | $1.76M | Sell |
27,194
-769
| -3% | -$49.8K | 0.15% | 159 |
|
|
2023
Q2 | $1.96M | Buy |
27,963
+48
| +0.2% | +$3.37K | 0.16% | 149 |
|
|
2023
Q1 | $1.94M | Buy |
27,915
+2,027
| +8% | +$141K | 0.17% | 142 |
|
|
2022
Q4 | $1.85M | Buy |
25,888
+529
| +2% | +$37.8K | 0.18% | 130 |
|
|
2022
Q3 | $1.72M | Buy |
25,359
+2,540
| +11% | +$173K | 0.18% | 129 |
|
|
2022
Q2 | $1.63M | Buy |
22,819
+1,698
| +8% | +$121K | 0.17% | 132 |
|
|
2022
Q1 | $1.53M | Buy |
21,121
+161
| +0.8% | +$11.7K | 0.14% | 148 |
|
|
2021
Q4 | $1.44M | Buy |
20,960
+630
| +3% | +$43.2K | 0.13% | 165 |
|
|
2021
Q3 | $1.26M | Buy |
20,330
+3,419
| +20% | +$212K | 0.12% | 174 |
|
|
2021
Q2 | $1.02M | Buy |
+16,911
| New | +$1.02M | 0.1% | 211 |
|
|
2021
Q1 | – | Sell |
-20,432
| Closed | -$1.26M | – | 359 |
|
|
2020
Q4 | $1.26M | Buy |
+20,432
| New | +$1.26M | 0.14% | 152 |
|
|
2020
Q3 | – | Sell |
-16,592
| Closed | -$860K | – | 239 |
|
|
2020
Q2 | $860K | Buy |
+16,592
| New | +$860K | 0.16% | 132 |
|
|
2020
Q1 | – | Sell |
-14,024
| Closed | -$893K | – | 261 |
|
|
2019
Q4 | $893K | Buy |
14,024
+1,927
| +16% | +$123K | 0.16% | 140 |
|
|
2019
Q3 | $747K | Sell |
12,097
-181
| -1% | -$11.2K | 0.15% | 154 |
|
|
2019
Q2 | $679K | Buy |
12,278
+821
| +7% | +$45.4K | 0.13% | 158 |
|
|
2019
Q1 | $592K | Buy |
11,457
+514
| +5% | +$26.6K | 0.12% | 173 |
|
|
2018
Q4 | $481K | Buy |
10,943
+707
| +7% | +$31.1K | 0.11% | 185 |
|
|
2018
Q3 | $446K | Buy |
10,236
+3,553
| +53% | +$155K | 0.09% | 203 |
|
|
2018
Q2 | $309K | Sell |
6,683
-2,929
| -30% | -$135K | 0.09% | 210 |
|
|
2018
Q1 | $429K | Sell |
9,612
-132
| -1% | -$5.89K | 0.09% | 192 |
|
|
2017
Q4 | $469K | Buy |
9,744
+1,892
| +24% | +$91.1K | 0.1% | 182 |
|
|
2017
Q3 | $386K | Buy |
7,852
+175
| +2% | +$8.6K | 0.09% | 195 |
|
|
2017
Q2 | $368K | Sell |
7,677
-313
| -4% | -$15K | 0.09% | 191 |
|
|
2017
Q1 | $398K | Buy |
7,990
+29
| +0.4% | +$1.45K | 0.1% | 185 |
|
|
2016
Q4 | $392K | Sell |
7,961
-1,522
| -16% | -$74.9K | 0.11% | 176 |
|
|
2016
Q3 | $486K | Buy |
9,483
+81
| +0.9% | +$4.15K | 0.14% | 159 |
|
|
2016
Q2 | $504K | Buy |
9,402
+409
| +5% | +$21.9K | 0.14% | 157 |
|
|
2016
Q1 | $465K | Sell |
8,993
-2,570
| -22% | -$133K | 0.13% | 155 |
|
|
2015
Q4 | $541K | Buy |
11,563
+265
| +2% | +$12.4K | 0.14% | 147 |
|
|
2015
Q3 | $505K | Buy |
11,298
+141
| +1% | +$6.3K | 0.13% | 150 |
|
|
2015
Q2 | $467K | Sell |
11,157
-2,638
| -19% | -$110K | 0.13% | 159 |
|
|
2015
Q1 | $611K | Sell |
13,795
-659
| -5% | -$29.2K | 0.15% | 141 |
|
|
2014
Q4 | $710K | Sell |
14,454
-2,578
| -15% | -$127K | 0.19% | 123 |
|
|
2014
Q3 | $743K | Buy |
17,032
+4,604
| +37% | +$201K | 0.22% | 114 |
|
|
2014
Q2 | $564K | Buy |
12,428
+3,268
| +36% | +$148K | 0.2% | 124 |
|
|
2014
Q1 | $402K | Buy |
9,160
+252
| +3% | +$11.1K | 0.17% | 135 |
|
|
2013
Q4 | $366K | Buy |
8,908
+475
| +6% | +$19.5K | 0.21% | 121 |
|
|
2013
Q3 | $347K | Buy |
8,433
+349
| +4% | +$14.4K | 0.2% | 124 |
|
|
2013
Q2 | $357K | Buy |
+8,084
| New | +$357K | 0.2% | 122 |
|