Smith Anglin Financial’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 | $415K | Sell |
4,521
-50
| -1% | -$4.59K | 0.04% | 134 |
|
|
2025
Q1 | $420K | Sell |
4,571
-2,170
| -32% | -$200K | 0.04% | 132 |
|
|
2024
Q4 | $555K | Buy |
6,741
+2,241
| +50% | +$184K | 0.05% | 111 |
|
|
2024
Q3 | $406K | Buy |
4,500
+1
| +0% | +$90 | 0.04% | 127 |
|
|
2024
Q2 | $349K | Sell |
4,499
-665
| -13% | -$51.6K | 0.04% | 133 |
|
|
2024
Q1 | $370K | Buy |
5,164
+644
| +14% | +$46.2K | 0.04% | 124 |
|
|
2023
Q4 | $317K | Buy |
4,520
+5
| +0.1% | +$351 | 0.04% | 132 |
|
|
2023
Q3 | $292K | Buy |
4,515
+5
| +0.1% | +$324 | 0.04% | 133 |
|
|
2023
Q2 | $317K | Buy |
4,510
+5
| +0.1% | +$351 | 0.04% | 131 |
|
|
2023
Q1 | $313K | Buy |
4,505
+6
| +0.1% | +$417 | 0.05% | 119 |
|
|
2022
Q4 | $321K | Buy |
4,499
+7
| +0.2% | +$500 | 0.06% | 102 |
|
|
2022
Q3 | $305K | Buy |
4,492
+7
| +0.2% | +$475 | 0.06% | 104 |
|
|
2022
Q2 | $320K | Sell |
4,485
-244
| -5% | -$17.4K | 0.09% | 90 |
|
|
2022
Q1 | $343K | Buy |
4,729
+496
| +12% | +$36K | 0.08% | 90 |
|
|
2021
Q4 | $290K | Buy |
+4,233
| New | +$290K | 0.05% | 120 |
|