RIA Advisory Group’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 | $848K | Sell |
9,231
-1,002
| -10% | -$92K | 0.25% | 57 |
|
|
2025
Q1 | $941K | Sell |
10,233
-4
| -0% | -$368 | 0.31% | 56 |
|
|
2024
Q4 | $843K | Sell |
10,237
-826
| -7% | -$68K | 0.29% | 52 |
|
|
2024
Q3 | $998K | Buy |
+11,063
| New | +$998K | 0.35% | 44 |
|
|
2024
Q1 | $807K | Buy |
11,250
+4,908
| +77% | +$352K | 0.33% | 45 |
|
|
2023
Q4 | $354K | Sell |
6,342
-7,921
| -56% | -$443K | 0.15% | 75 |
|
|
2023
Q3 | $923K | Buy |
14,263
+1,334
| +10% | +$86.3K | 0.41% | 32 |
|
|
2023
Q2 | $908K | Sell |
12,929
-803
| -6% | -$56.4K | 0.39% | 36 |
|
|
2023
Q1 | $955K | Sell |
13,732
-146
| -1% | -$10.2K | 0.44% | 36 |
|
|
2022
Q4 | $819K | Buy |
+13,878
| New | +$819K | 0.47% | 31 |
|