Stratos Wealth 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 | $515K | Sell |
5,605
-18
| -0.3% | -$1.65K | 0.03% | 445 |
|
|
2025
Q1 | $517K | Sell |
5,623
-376
| -6% | -$34.6K | 0.03% | 425 |
|
|
2024
Q4 | $494K | Sell |
5,999
-509
| -8% | -$41.9K | 0.02% | 477 |
|
|
2024
Q3 | $587K | Sell |
6,508
-197
| -3% | -$17.8K | 0.03% | 459 |
|
|
2024
Q2 | $520K | Buy |
6,705
+2,573
| +62% | +$200K | 0.03% | 461 |
|
|
2024
Q1 | $296K | Sell |
4,132
-44,273
| -91% | -$3.18M | 0.02% | 554 |
|
|
2023
Q4 | $3.39M | Sell |
48,405
-5,356
| -10% | -$376K | 0.2% | 151 |
|
|
2023
Q3 | $3.48M | Sell |
53,761
-5,927
| -10% | -$384K | 0.23% | 129 |
|
|
2023
Q2 | $4.19M | Sell |
59,688
-2,264
| -4% | -$159K | 0.3% | 93 |
|
|
2023
Q1 | $4.31M | Buy |
61,952
+46
| +0.1% | +$3.2K | 0.33% | 87 |
|
|
2022
Q4 | $4.42M | Buy |
61,906
+2,003
| +3% | +$143K | 0.37% | 71 |
|
|
2022
Q3 | $4.07M | Sell |
59,903
-693
| -1% | -$47.1K | 0.43% | 60 |
|
|
2022
Q2 | $4.32M | Sell |
60,596
-444
| -0.7% | -$31.7K | 0.39% | 64 |
|
|
2022
Q1 | $4.43M | Sell |
61,040
-2,122
| -3% | -$154K | 0.36% | 72 |
|
|
2021
Q4 | $4.33M | Buy |
63,162
+478
| +0.8% | +$32.8K | 0.31% | 81 |
|
|
2021
Q3 | $3.89M | Buy |
62,684
+1,725
| +3% | +$107K | 0.33% | 79 |
|
|
2021
Q2 | $3.69M | Buy |
60,959
+1,514
| +3% | +$91.6K | 0.33% | 81 |
|
|
2021
Q1 | $3.7M | Sell |
59,445
-8,646
| -13% | -$537K | 0.39% | 69 |
|
|
2020
Q4 | $4.18M | Buy |
68,091
+445
| +0.7% | +$27.3K | 0.58% | 44 |
|
|
2020
Q3 | $3.67M | Sell |
67,646
-119
| -0.2% | -$6.45K | 0.89% | 32 |
|
|
2020
Q2 | $3.51M | Buy |
+67,765
| New | +$3.51M | 1.08% | 23 |
|