Sonora Investment Management Group’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 | $730K | Buy |
7,947
+307
| +4% | +$28.2K | 0.05% | 147 |
|
|
2025
Q1 | $702K | Buy |
7,640
+368
| +5% | +$33.8K | 0.06% | 142 |
|
|
2024
Q4 | $599K | Buy |
7,272
+13
| +0.2% | +$1.07K | 0.05% | 153 |
|
|
2024
Q3 | $655K | Buy |
7,259
+849
| +13% | +$76.6K | 0.05% | 153 |
|
|
2024
Q2 | $460K | Hold |
6,410
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $460K | Sell |
6,410
-767
| -11% | -$55K | 0.04% | 181 |
|
|
2023
Q4 | $503K | Buy |
7,177
+801
| +13% | +$56.2K | 0.04% | 167 |
|
|
2023
Q3 | $413K | Buy |
6,376
+1,168
| +22% | +$75.6K | 0.04% | 174 |
|
|
2023
Q2 | $366K | Buy |
5,208
+1,901
| +57% | +$134K | 0.03% | 187 |
|
|
2023
Q1 | $230K | Buy |
3,307
+147
| +5% | +$10.2K | 0.02% | 236 |
|
|
2022
Q4 | $226K | Sell |
3,160
-93
| -3% | -$6.64K | 0.02% | 240 |
|
|
2022
Q3 | $232K | Hold |
3,253
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $232K | Hold |
3,253
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $236K | Sell |
3,253
-486
| -13% | -$35.3K | 0.03% | 186 |
|
|
2021
Q4 | $256K | Buy |
+3,739
| New | +$256K | 0.03% | 181 |
|