Strategic Blueprint’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 | $1.62M | Buy |
17,674
+1,037
| +6% | +$95.2K | 0.08% | 223 |
|
|
2025
Q1 | $1.53M | Buy |
16,637
+870
| +6% | +$80K | 0.08% | 207 |
|
|
2024
Q4 | $1.3M | Buy |
15,767
+212
| +1% | +$17.5K | 0.08% | 216 |
|
|
2024
Q3 | $1.4M | Sell |
15,555
-1,476
| -9% | -$133K | 0.09% | 196 |
|
|
2024
Q2 | $1.32M | Sell |
17,031
-1,513
| -8% | -$117K | 0.09% | 202 |
|
|
2024
Q1 | $1.33M | Buy |
18,544
+905
| +5% | +$64.9K | 0.09% | 198 |
|
|
2023
Q4 | $1.24M | Sell |
17,639
-6,144
| -26% | -$431K | 0.1% | 193 |
|
|
2023
Q3 | $1.54M | Buy |
23,783
+1,212
| +5% | +$78.4K | 0.14% | 147 |
|
|
2023
Q2 | $1.59M | Buy |
22,571
+233
| +1% | +$16.4K | 0.15% | 138 |
|
|
2023
Q1 | $1.55M | Buy |
22,338
+1,855
| +9% | +$129K | 0.16% | 141 |
|
|
2022
Q4 | $1.46M | Buy |
20,483
+7,772
| +61% | +$555K | 0.17% | 141 |
|
|
2022
Q3 | $864K | Sell |
12,711
-7,853
| -38% | -$534K | 0.1% | 199 |
|
|
2022
Q2 | $1.47M | Buy |
20,564
+1,612
| +9% | +$115K | 0.18% | 129 |
|
|
2022
Q1 | $1.37M | Buy |
18,952
+6,166
| +48% | +$447K | 0.16% | 133 |
|
|
2021
Q4 | $877K | Sell |
12,786
-1,755
| -12% | -$120K | 0.11% | 189 |
|
|
2021
Q3 | $901K | Buy |
14,541
+1,135
| +8% | +$70.3K | 0.14% | 152 |
|
|
2021
Q2 | $811K | Buy |
13,406
+74
| +0.6% | +$4.48K | 0.13% | 158 |
|
|
2021
Q1 | $829K | Sell |
13,332
-16,313
| -55% | -$1.01M | 0.18% | 122 |
|
|
2020
Q4 | $1.82M | Buy |
29,645
+7,140
| +32% | +$439K | 0.46% | 50 |
|
|
2020
Q3 | $1.22M | Buy |
22,505
+9,131
| +68% | +$495K | 0.38% | 63 |
|
|
2020
Q2 | $693K | Buy |
+13,374
| New | +$693K | 0.24% | 83 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$37K | – | 366 |
|
|
2019
Q3 | $37K | Buy |
+600
| New | +$37K | 0.03% | 177 |
|