RS Crum Inc’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Buy |
11,684
+1
| +0% | +$92 | 0.29% | 34 |
|
|
2024
Q4 | $962K | Sell |
11,683
-88
| -0.7% | -$7.24K | 0.24% | 35 |
|
|
2024
Q3 | $1.06M | Sell |
11,771
-400
| -3% | -$36.1K | 0.25% | 35 |
|
|
2024
Q2 | $944K | Sell |
12,171
-141
| -1% | -$10.9K | 0.25% | 37 |
|
|
2024
Q1 | $883K | Hold |
12,312
| – | – | 0.24% | 35 |
|
|
2023
Q4 | $863K | Sell |
12,312
-190
| -2% | -$13.3K | 0.27% | 34 |
|
|
2023
Q3 | $809K | Buy |
12,502
+719
| +6% | +$46.5K | 0.29% | 36 |
|
|
2023
Q2 | $828K | Sell |
11,783
-624
| -5% | -$43.8K | 0.3% | 37 |
|
|
2023
Q1 | $863K | Hold |
12,407
| – | – | 0.33% | 37 |
|
|
2022
Q4 | $886K | Sell |
12,407
-3,204
| -21% | -$229K | 0.42% | 39 |
|
|
2022
Q3 | $1.06M | Hold |
15,611
| – | – | 0.56% | 29 |
|
|
2022
Q2 | $1.11M | Sell |
15,611
-156
| -1% | -$11.1K | 0.57% | 28 |
|
|
2022
Q1 | $1.14M | Sell |
15,767
-673
| -4% | -$48.8K | 0.65% | 27 |
|
|
2021
Q4 | $1.13M | Buy |
+16,440
| New | +$1.13M | 0.62% | 28 |
|