Tidal Investments’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.46M Buy
26,771
+6,645
+33% +$610K 0.01% 614
2025
Q1
$1.85M Sell
20,126
-481
-2% -$44.2K 0.02% 712
2024
Q4
$1.7M Sell
20,607
-3,206
-13% -$264K 0.01% 746
2024
Q3
$2.15M Buy
23,813
+8,996
+61% +$811K 0.02% 594
2024
Q2
$1.15M Sell
14,817
-10,032
-40% -$778K 0.02% 807
2024
Q1
$1.78M Sell
24,849
-3,843
-13% -$276K 0.03% 577
2023
Q4
$2.01M Buy
28,692
+7,721
+37% +$541K 0.05% 346
2023
Q3
$1.36M Buy
20,971
+1,591
+8% +$103K 0.04% 446
2023
Q2
$1.36M Buy
19,380
+4,151
+27% +$292K 0.04% 435
2023
Q1
$1.06M Buy
15,229
+2,028
+15% +$141K 0.03% 471
2022
Q4
$943K Sell
13,201
-85
-0.6% -$6.07K 0.04% 462
2022
Q3
$903K Buy
13,286
+623
+5% +$42.3K 0.04% 396
2022
Q2
$903K Buy
12,663
+1
+0% +$71 0.03% 413
2022
Q1
$918K Buy
12,662
+530
+4% +$38.4K 0.03% 457
2021
Q4
$832K Buy
12,132
+2,407
+25% +$165K 0.03% 459
2021
Q3
$603K Buy
9,725
+1,956
+25% +$121K 0.02% 467
2021
Q2
$470K Buy
7,769
+1,701
+28% +$103K 0.02% 445
2021
Q1
$377K Buy
6,068
+1,455
+32% +$90.4K 0.02% 363
2020
Q4
$283K Buy
+4,613
New +$283K 0.02% 318