Southland Equity Partners’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 | $385K | Buy |
4,193
+3
| +0.1% | +$276 | 0.08% | 151 |
|
|
2025
Q1 | $385K | Sell |
4,190
-54
| -1% | -$4.97K | 0.09% | 147 |
|
|
2024
Q4 | $349K | Sell |
4,244
-273
| -6% | -$22.5K | 0.08% | 154 |
|
|
2024
Q3 | $407K | Sell |
4,517
-133
| -3% | -$12K | 0.1% | 140 |
|
|
2024
Q2 | $361K | Sell |
4,650
-178
| -4% | -$13.8K | 0.1% | 127 |
|
|
2024
Q1 | $346K | Buy |
4,828
+36
| +0.8% | +$2.58K | 0.1% | 137 |
|
|
2023
Q4 | $336K | Buy |
4,792
+101
| +2% | +$7.08K | 0.11% | 132 |
|
|
2023
Q3 | $304K | Buy |
4,691
+110
| +2% | +$7.12K | 0.1% | 134 |
|
|
2023
Q2 | $322K | Buy |
4,581
+5
| +0.1% | +$351 | 0.11% | 126 |
|
|
2023
Q1 | $318K | Buy |
4,576
+133
| +3% | +$9.26K | 0.13% | 121 |
|
|
2022
Q4 | $317K | Buy |
4,443
+203
| +5% | +$14.5K | 0.12% | 118 |
|
|
2022
Q3 | $288K | Buy |
4,240
+100
| +2% | +$6.8K | 0.14% | 112 |
|
|
2022
Q2 | $295K | Hold |
4,140
| – | – | 0.13% | 117 |
|
|
2022
Q1 | $300K | Buy |
4,140
+260
| +7% | +$18.9K | 0.12% | 123 |
|
|
2021
Q4 | $266K | Buy |
3,880
+125
| +3% | +$8.57K | 0.11% | 142 |
|
|
2021
Q3 | $233K | Buy |
+3,755
| New | +$233K | 0.11% | 146 |
|