Stratos Wealth 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 | $5.18M | Sell |
56,408
-1,117
| -2% | -$103K | 0.07% | 279 |
|
|
2025
Q1 | $5.29M | Sell |
57,525
-1,416
| -2% | -$130K | 0.08% | 252 |
|
|
2024
Q4 | $4.85M | Sell |
58,941
-6,688
| -10% | -$551K | 0.07% | 280 |
|
|
2024
Q3 | $5.92M | Buy |
65,629
+3,443
| +6% | +$310K | 0.09% | 235 |
|
|
2024
Q2 | $4.82M | Buy |
62,186
+353
| +0.6% | +$27.4K | 0.08% | 254 |
|
|
2024
Q1 | $4.44M | Buy |
61,833
+516
| +0.8% | +$37K | 0.07% | 262 |
|
|
2023
Q4 | $4.3M | Sell |
61,317
-1,246
| -2% | -$87.4K | 0.08% | 250 |
|
|
2023
Q3 | $4.05M | Buy |
62,563
+108
| +0.2% | +$6.99K | 0.09% | 234 |
|
|
2023
Q2 | $4.39M | Buy |
62,455
+4,307
| +7% | +$303K | 0.1% | 213 |
|
|
2023
Q1 | $4.05M | Sell |
58,148
-5,917
| -9% | -$412K | 0.11% | 192 |
|
|
2022
Q4 | $4.57M | Sell |
64,065
-736
| -1% | -$52.6K | 0.12% | 184 |
|
|
2022
Q3 | $4.41M | Buy |
64,801
+5,927
| +10% | +$403K | 0.12% | 170 |
|
|
2022
Q2 | $4.2M | Sell |
58,874
-361
| -0.6% | -$25.7K | 0.11% | 190 |
|
|
2022
Q1 | $4.3M | Buy |
59,235
+2,698
| +5% | +$196K | 0.1% | 207 |
|
|
2021
Q4 | $3.88M | Buy |
56,537
+2,852
| +5% | +$196K | 0.09% | 225 |
|
|
2021
Q3 | $3.33M | Buy |
53,685
+775
| +1% | +$48K | 0.08% | 236 |
|
|
2021
Q2 | $3.2M | Buy |
52,910
+1,723
| +3% | +$104K | 0.08% | 247 |
|
|
2021
Q1 | $3.18M | Sell |
51,187
-331
| -0.6% | -$20.6K | 0.09% | 224 |
|
|
2020
Q4 | $3.17M | Buy |
51,518
+4,194
| +9% | +$258K | 0.09% | 211 |
|
|
2020
Q3 | $2.57M | Buy |
47,324
+2,382
| +5% | +$129K | 0.08% | 233 |
|
|
2020
Q2 | $2.33M | Sell |
44,942
-347
| -0.8% | -$18K | 0.08% | 233 |
|
|
2020
Q1 | $2.45M | Buy |
45,289
+2,313
| +5% | +$125K | 0.11% | 185 |
|
|
2019
Q4 | $2.74M | Buy |
42,976
+4,137
| +11% | +$264K | 0.11% | 199 |
|
|
2019
Q3 | $2.4M | Buy |
38,839
+4,216
| +12% | +$260K | 0.1% | 211 |
|
|
2019
Q2 | $1.91M | Buy |
34,623
+188
| +0.5% | +$10.4K | 0.08% | 241 |
|
|
2019
Q1 | $1.78M | Buy |
34,435
+1,139
| +3% | +$58.9K | 0.08% | 251 |
|
|
2018
Q4 | $1.46M | Sell |
33,296
-1,708
| -5% | -$75K | 0.08% | 262 |
|
|
2018
Q3 | $1.53M | Sell |
35,004
-11,837
| -25% | -$516K | 0.07% | 262 |
|
|
2018
Q2 | $2.17M | Sell |
46,841
-5,277
| -10% | -$244K | 0.1% | 223 |
|
|
2018
Q1 | $2.33M | Buy |
52,118
+3,972
| +8% | +$177K | 0.1% | 216 |
|
|
2017
Q4 | $2.32M | Buy |
48,146
+3
| +0% | +$144 | 0.1% | 206 |
|
|
2017
Q3 | $2.37M | Sell |
48,143
-496
| -1% | -$24.4K | 0.11% | 193 |
|
|
2017
Q2 | $2.33M | Buy |
48,639
+862
| +2% | +$41.3K | 0.12% | 173 |
|
|
2017
Q1 | $2.38M | Buy |
47,777
+7,843
| +20% | +$390K | 0.13% | 155 |
|
|
2016
Q4 | $1.96M | Buy |
39,934
+3,485
| +10% | +$171K | 0.12% | 168 |
|
|
2016
Q3 | $1.87M | Buy |
36,449
+7,181
| +25% | +$368K | 0.13% | 156 |
|
|
2016
Q2 | $1.57M | Buy |
29,268
+1,648
| +6% | +$88.4K | 0.12% | 170 |
|
|
2016
Q1 | $1.43M | Sell |
27,620
-8,889
| -24% | -$460K | 0.12% | 148 |
|
|
2015
Q4 | $1.71M | Buy |
36,509
+4,124
| +13% | +$193K | 0.14% | 125 |
|
|
2015
Q3 | $1.45M | Sell |
32,385
-7,589
| -19% | -$339K | 0.18% | 105 |
|
|
2015
Q2 | $1.68M | Sell |
39,974
-15,613
| -28% | -$654K | 0.22% | 99 |
|
|
2015
Q1 | $2.46M | Buy |
55,587
+1,474
| +3% | +$65.2K | 0.29% | 68 |
|
|
2014
Q4 | $2.66M | Buy |
54,113
+6,644
| +14% | +$326K | 0.48% | 52 |
|
|
2014
Q3 | $2.07M | Buy |
47,469
+2,139
| +5% | +$93.4K | 0.49% | 49 |
|
|
2014
Q2 | $2.05M | Buy |
+45,330
| New | +$2.05M | 0.68% | 42 |
|