Simon Quick 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 | $948K | Buy |
10,320
+3,640
| +54% | +$334K | 0.04% | 263 |
|
|
2025
Q1 | $614K | Buy |
6,680
+1,572
| +31% | +$145K | 0.04% | 257 |
|
|
2024
Q4 | $421K | Buy |
5,108
+522
| +11% | +$43K | 0.03% | 277 |
|
|
2024
Q3 | $414K | Buy |
4,586
+695
| +18% | +$62.7K | 0.03% | 265 |
|
|
2024
Q2 | $302K | Buy |
3,891
+1,078
| +38% | +$83.6K | 0.02% | 284 |
|
|
2024
Q1 | $202K | Buy |
+2,813
| New | +$202K | 0.02% | 388 |
|
|
2022
Q2 | – | Sell |
-679
| Closed | -$49K | – | 366 |
|
|
2022
Q1 | $49K | Buy |
679
+4
| +0.6% | +$289 | 0.01% | 212 |
|
|
2021
Q4 | $46K | Sell |
675
-16
| -2% | -$1.09K | 0.01% | 240 |
|
|
2021
Q3 | $42K | Sell |
691
-1,271
| -65% | -$77.3K | 0.01% | 271 |
|
|
2021
Q2 | $118K | Sell |
1,962
-563
| -22% | -$33.9K | 0.03% | 139 |
|
|
2021
Q1 | $156K | Buy |
2,525
+2,025
| +405% | +$125K | 0.05% | 116 |
|
|
2020
Q4 | $31K | Buy |
+500
| New | +$31K | 0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-204
| Closed | -$13K | – | 686 |
|
|
2019
Q4 | $13K | Buy |
+204
| New | +$13K | ﹤0.01% | 370 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$25K | – | 365 |
|
|
2017
Q1 | $25K | Hold |
500
| – | – | 0.01% | 197 |
|
|
2016
Q4 | $25K | Buy |
+500
| New | +$25K | 0.02% | 181 |
|