Symphony Financial’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 | $1.69M | Buy |
18,848
+10,456
| +125% | +$935K | 0.22% | 92 |
|
|
2025
Q1 | $755K | Sell |
8,392
-7,369
| -47% | -$663K | 0.45% | 45 |
|
|
2024
Q4 | $1.32M | Sell |
15,761
-4,306
| -21% | -$361K | 0.21% | 88 |
|
|
2024
Q3 | $1.81M | Buy |
20,067
+741
| +4% | +$67K | 0.3% | 71 |
|
|
2024
Q2 | $1.5M | Buy |
19,326
+7,079
| +58% | +$551K | 0.27% | 75 |
|
|
2024
Q1 | $879K | Sell |
12,247
-5,056
| -29% | -$363K | 0.2% | 92 |
|
|
2023
Q4 | $1.22M | Buy |
17,303
+4,254
| +33% | +$301K | 0.26% | 78 |
|
|
2023
Q3 | $819K | Buy |
13,049
+227
| +2% | +$14.2K | 0.2% | 86 |
|
|
2023
Q2 | $887K | Buy |
12,822
+3,059
| +31% | +$212K | 0.22% | 89 |
|
|
2023
Q1 | $674K | Sell |
9,763
-620
| -6% | -$42.8K | 0.17% | 103 |
|
|
2022
Q4 | $753K | Sell |
10,383
-1,138
| -10% | -$82.5K | 0.2% | 100 |
|
|
2022
Q3 | $799K | Sell |
11,521
-424
| -4% | -$29.4K | 0.26% | 87 |
|
|
2022
Q2 | $844K | Buy |
11,945
+345
| +3% | +$24.4K | 0.25% | 84 |
|
|
2022
Q1 | $879K | Buy |
11,600
+2,875
| +33% | +$218K | 0.21% | 94 |
|
|
2021
Q4 | $595K | Buy |
8,725
+419
| +5% | +$28.6K | 0.17% | 107 |
|
|
2021
Q3 | $520K | Sell |
8,306
-253
| -3% | -$15.8K | 0.18% | 93 |
|
|
2021
Q2 | $516K | Sell |
8,559
-2,546
| -23% | -$153K | 0.18% | 95 |
|
|
2021
Q1 | $701K | Buy |
11,105
+2,413
| +28% | +$152K | 0.19% | 83 |
|
|
2020
Q4 | $516K | Sell |
8,692
-93
| -1% | -$5.52K | 0.19% | 92 |
|
|
2020
Q3 | $476K | Buy |
8,785
+282
| +3% | +$15.3K | 0.19% | 81 |
|
|
2020
Q2 | $441K | Buy |
8,503
+1,545
| +22% | +$80.1K | 0.21% | 89 |
|
|
2020
Q1 | $404K | Buy |
+6,958
| New | +$404K | 0.28% | 57 |
|