Soltis Investment 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 | $339K | Buy |
3,696
+741
| +25% | +$68K | 0.03% | 300 |
|
|
2025
Q1 | $272K | Sell |
2,955
-346
| -10% | -$31.8K | 0.02% | 315 |
|
|
2024
Q4 | $272K | Buy |
3,301
+278
| +9% | +$22.9K | 0.03% | 305 |
|
|
2024
Q3 | $273K | Buy |
3,023
+431
| +17% | +$38.9K | 0.03% | 292 |
|
|
2024
Q2 | $201K | Buy |
+2,592
| New | +$201K | 0.02% | 316 |
|
|
2022
Q2 | – | Sell |
-5,277
| Closed | -$383K | – | 264 |
|
|
2022
Q1 | $383K | Sell |
5,277
-28,190
| -84% | -$2.05M | 0.05% | 183 |
|
|
2021
Q4 | $2.3M | Buy |
33,467
+2,465
| +8% | +$169K | 0.32% | 67 |
|
|
2021
Q3 | $1.92M | Buy |
31,002
+1,927
| +7% | +$119K | 0.3% | 69 |
|
|
2021
Q2 | $1.76M | Buy |
29,075
+4,290
| +17% | +$260K | 0.28% | 79 |
|
|
2021
Q1 | $1.54M | Buy |
24,785
+5,480
| +28% | +$341K | 0.28% | 72 |
|
|
2020
Q4 | $1.19M | Buy |
19,305
+3,657
| +23% | +$225K | 0.22% | 78 |
|
|
2020
Q3 | $848K | Buy |
15,648
+4,786
| +44% | +$259K | 0.2% | 88 |
|
|
2020
Q2 | $563K | Buy |
10,862
+4,819
| +80% | +$250K | 0.15% | 108 |
|
|
2020
Q1 | $327K | Buy |
6,043
+869
| +17% | +$47K | 0.1% | 108 |
|
|
2019
Q4 | $330K | Buy |
+5,174
| New | +$330K | 0.06% | 112 |
|