Snowden Capital Advisors’s Southern Company SO Stock Holding History

Snowden Capital Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	17,993 +1,663	+10%	+$153K	0.05%	360
2025 Q1	$1.5M	Buy	16,330 +678	+4%	+$62.3K	0.05%	370
2024 Q4	$1.29M	Sell	15,652 -9,804	-39%	-$807K	0.04%	421
2024 Q3	$2.3M	Sell	25,456 -2,179	-8%	-$197K	0.07%	297
2024 Q2	$2.14M	Sell	27,635 -1,052	-4%	-$81.6K	0.06%	308
2024 Q1	$2.06M	Buy	28,687 +1,106	+4%	+$79.3K	0.06%	318
2023 Q4	$1.93M	Sell	27,581 -7	-0%	-$491	0.07%	290
2023 Q3	$1.79M	Sell	27,588 -2,683	-9%	-$174K	0.08%	284
2023 Q2	$2.13M	Sell	30,271 -6,735	-18%	-$473K	0.08%	277
2023 Q1	$2.57M	Buy	37,006 +1,496	+4%	+$104K	0.1%	248
2022 Q4	$2.54M	Buy	35,510 +1,183	+3%	+$84.5K	0.11%	236
2022 Q3	$2.33M	Buy	34,327 +1,335	+4%	+$90.8K	0.11%	239
2022 Q2	$2.35M	Buy	32,992 +2,235	+7%	+$159K	0.11%	227
2022 Q1	$2.23M	Buy	30,757 +16,250	+112%	+$1.18M	0.09%	253
2021 Q4	$994K	Sell	14,507 -6,745	-32%	-$462K	0.05%	339
2021 Q3	$1.32M	Buy	21,252 +88	+0.4%	+$5.45K	0.07%	318
2021 Q2	$1.28M	Buy	21,164 +3,934	+23%	+$238K	0.06%	331
2021 Q1	$1.07M	Buy	17,230 +3,341	+24%	+$208K	0.06%	328
2020 Q4	$853K	Buy	13,889 +961	+7%	+$59K	0.06%	328
2020 Q3	$701K	Buy	12,928 +99	+0.8%	+$5.37K	0.06%	321
2020 Q2	$665K	Sell	12,829 -89	-0.7%	-$4.62K	0.06%	316
2020 Q1	$699K	Sell	12,918 -2,624	-17%	-$142K	0.08%	287
2019 Q4	$990K	Buy	15,542 +1,333	+9%	+$84.9K	0.09%	278
2019 Q3	$878K	Buy	14,209 +7,110	+100%	+$439K	0.09%	265
2019 Q2	$392K	Buy	7,099 +41	+0.6%	+$2.27K	0.04%	370
2019 Q1	$365K	Sell	7,058 -496	-7%	-$25.6K	0.04%	371
2018 Q4	$332K	Buy	7,554 +187	+3%	+$8.21K	0.04%	359
2018 Q3	$321K	Buy	7,367 +2,011	+38%	+$87.7K	0.04%	385
2018 Q2	$248K	Buy	5,356 +64	+1%	+$2.96K	0.03%	391
2018 Q1	$236K	Buy	5,292 +934	+21%	+$41.7K	0.03%	347
2017 Q4	$210K	Buy	+4,358	New	+$210K	0.03%	381