Syverson Strege & Co’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 | $589K | Buy |
6,418
+2,092
| +48% | +$192K | 0.14% | 65 |
|
|
2025
Q1 | $398K | Buy |
4,326
+62
| +1% | +$5.7K | 0.13% | 51 |
|
|
2024
Q4 | $351K | Buy |
4,264
+117
| +3% | +$9.63K | 0.12% | 56 |
|
|
2024
Q3 | $374K | Sell |
4,147
-30
| -0.7% | -$2.71K | 0.13% | 47 |
|
|
2024
Q2 | $324K | Buy |
4,177
+35
| +0.8% | +$2.72K | 0.11% | 61 |
|
|
2024
Q1 | $297K | Buy |
4,142
+99
| +2% | +$7.1K | 0.11% | 54 |
|
|
2023
Q4 | $284K | Sell |
4,043
-8
| -0.2% | -$561 | 0.11% | 55 |
|
|
2023
Q3 | $262K | Buy |
4,051
+11
| +0.3% | +$712 | 0.12% | 49 |
|
|
2023
Q2 | $284K | Buy |
4,040
+70
| +2% | +$4.92K | 0.12% | 50 |
|
|
2023
Q1 | $276K | Buy |
3,970
+38
| +1% | +$2.64K | 0.12% | 51 |
|
|
2022
Q4 | $281K | Buy |
3,932
+36
| +0.9% | +$2.57K | 0.13% | 49 |
|
|
2022
Q3 | $265K | Buy |
3,896
+34
| +0.9% | +$2.31K | 0.13% | 55 |
|
|
2022
Q2 | $275K | Buy |
3,862
+34
| +0.9% | +$2.42K | 0.1% | 57 |
|
|
2022
Q1 | $278K | Buy |
3,828
+37
| +1% | +$2.69K | 0.3% | 51 |
|
|
2021
Q4 | $260K | Buy |
3,791
+38
| +1% | +$2.61K | 0.19% | 54 |
|
|
2021
Q3 | $233K | Buy |
3,753
+37
| +1% | +$2.3K | 0.19% | 53 |
|
|
2021
Q2 | $225K | Buy |
3,716
+37
| +1% | +$2.24K | 0.2% | 53 |
|
|
2021
Q1 | $229K | Buy |
3,679
+40
| +1% | +$2.49K | 0.24% | 52 |
|
|
2020
Q4 | $224K | Buy |
+3,639
| New | +$224K | 0.21% | 51 |
|