SIS
Sound Income Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,119
+7,887
| +244% | +$724K | 0.06% | 147 |
|
|
2025
Q1 | $297K | Sell |
3,232
-4,244
| -57% | -$390K | 0.02% | 229 |
|
|
2024
Q4 | $615K | Buy |
7,476
+521
| +7% | +$42.9K | 0.04% | 160 |
|
|
2024
Q3 | $627K | Sell |
6,955
-6
| -0.1% | -$541 | 0.04% | 155 |
|
|
2024
Q2 | $540K | Buy |
6,961
+20
| +0.3% | +$1.55K | 0.03% | 157 |
|
|
2024
Q1 | $498K | Buy |
6,941
+306
| +5% | +$22K | 0.04% | 157 |
|
|
2023
Q4 | $465K | Sell |
6,635
-94
| -1% | -$6.59K | 0.04% | 138 |
|
|
2023
Q3 | $435K | Buy |
6,729
+2,172
| +48% | +$141K | 0.04% | 121 |
|
|
2023
Q2 | $320K | Buy |
4,557
+1
| +0% | +$70 | 0.03% | 125 |
|
|
2023
Q1 | $317K | Sell |
4,556
-1,253
| -22% | -$87.2K | 0.03% | 125 |
|
|
2022
Q4 | $415K | Buy |
5,809
+4,122
| +244% | +$294K | 0.05% | 109 |
|
|
2022
Q3 | $115K | Sell |
1,687
-23
| -1% | -$1.57K | 0.02% | 161 |
|
|
2022
Q2 | $122K | Buy |
1,710
+2
| +0.1% | +$143 | 0.02% | 157 |
|
|
2022
Q1 | $124K | Buy |
1,708
+32
| +2% | +$2.32K | 0.01% | 157 |
|
|
2021
Q4 | $115K | Buy |
1,676
+1,240
| +284% | +$85.1K | 0.01% | 164 |
|
|
2021
Q3 | $27K | Sell |
436
-55
| -11% | -$3.41K | ﹤0.01% | 302 |
|
|
2021
Q2 | $30K | Sell |
491
-2,599
| -84% | -$159K | ﹤0.01% | 295 |
|
|
2021
Q1 | $192K | Sell |
3,090
-124
| -4% | -$7.71K | 0.03% | 126 |
|
|
2020
Q4 | $197K | Buy |
3,214
+1
| +0% | +$61 | 0.04% | 114 |
|
|
2020
Q3 | $174K | Sell |
3,213
-46
| -1% | -$2.49K | 0.05% | 95 |
|
|
2020
Q2 | $169K | Buy |
3,259
+1,086
| +50% | +$56.3K | 0.05% | 75 |
|
|
2020
Q1 | $118K | Buy |
2,173
+118
| +6% | +$6.41K | 0.04% | 78 |
|
|
2019
Q4 | $131K | Buy |
2,055
+3
| +0.1% | +$191 | 0.04% | 71 |
|
|
2019
Q3 | $127K | Sell |
2,052
-1,056
| -34% | -$65.4K | 0.04% | 72 |
|
|
2019
Q2 | $172K | Buy |
3,108
+72
| +2% | +$3.99K | 0.06% | 63 |
|
|
2019
Q1 | $157K | Sell |
3,036
-387
| -11% | -$20K | 0.07% | 68 |
|
|
2018
Q4 | $150K | Buy |
3,423
+568
| +20% | +$24.9K | 0.08% | 64 |
|
|
2018
Q3 | $124K | Buy |
2,855
+1,299
| +83% | +$56.4K | 0.06% | 75 |
|
|
2018
Q2 | $72K | Sell |
1,556
-297
| -16% | -$13.7K | 0.04% | 80 |
|
|
2018
Q1 | $83K | Buy |
1,853
+1,701
| +1,119% | +$76.2K | 0.05% | 74 |
|
|
2017
Q4 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 286 |
|