Silver Oak Securities’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 | $1.45M | Buy |
15,763
+274
| +2% | +$25.2K | 0.12% | 181 |
|
|
2025
Q1 | $1.41M | Buy |
15,489
+558
| +4% | +$50.9K | 0.13% | 174 |
|
|
2024
Q4 | $1.23M | Buy |
14,931
+2,572
| +21% | +$212K | 0.11% | 189 |
|
|
2024
Q3 | $1.11M | Buy |
12,359
+56
| +0.5% | +$5.05K | 0.12% | 186 |
|
|
2024
Q2 | $954K | Sell |
12,303
-529
| -4% | -$41K | 0.14% | 139 |
|
|
2024
Q1 | $921K | Sell |
12,832
-1,079
| -8% | -$77.4K | 0.14% | 158 |
|
|
2023
Q4 | $975K | Buy |
13,911
+181
| +1% | +$12.7K | 0.13% | 167 |
|
|
2023
Q3 | $889K | Buy |
13,730
+486
| +4% | +$31.5K | 0.19% | 96 |
|
|
2023
Q2 | $930K | Buy |
13,244
+3,289
| +33% | +$231K | 0.15% | 144 |
|
|
2023
Q1 | $693K | Buy |
9,955
+639
| +7% | +$44.5K | 0.11% | 152 |
|
|
2022
Q4 | $665K | Sell |
9,316
-4,414
| -32% | -$315K | 0.12% | 127 |
|
|
2022
Q3 | $889K | Buy |
13,730
+3,937
| +40% | +$255K | 0.19% | 96 |
|
|
2022
Q2 | $710K | Sell |
9,793
-304
| -3% | -$22K | 0.16% | 104 |
|
|
2022
Q1 | $758K | Buy |
+10,097
| New | +$758K | 0.15% | 135 |
|