Truvestments Capital’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 | $400K | Sell |
4,351
-85
| -2% | -$7.81K | 0.08% | 179 |
|
|
2025
Q1 | $408K | Buy |
4,436
+1,407
| +46% | +$129K | 0.09% | 166 |
|
|
2024
Q4 | $249K | Buy |
3,029
+18
| +0.6% | +$1.48K | 0.06% | 200 |
|
|
2024
Q3 | $272K | Buy |
3,011
+123
| +4% | +$11.1K | 0.07% | 187 |
|
|
2024
Q2 | $224K | Sell |
2,888
-133
| -4% | -$10.3K | 0.09% | 197 |
|
|
2024
Q1 | $217K | Sell |
3,021
-493
| -14% | -$35.4K | 0.08% | 206 |
|
|
2023
Q4 | $246K | Buy |
3,514
+1,512
| +76% | +$106K | 0.11% | 190 |
|
|
2023
Q3 | $130K | Buy |
2,002
+2
| +0.1% | +$129 | 0.07% | 218 |
|
|
2023
Q2 | $141K | Buy |
2,000
+12
| +0.6% | +$843 | 0.07% | 218 |
|
|
2023
Q1 | $138K | Sell |
1,988
-278
| -12% | -$19.3K | 0.07% | 211 |
|
|
2022
Q4 | $162K | Sell |
2,266
-731
| -24% | -$52.2K | 0.09% | 183 |
|
|
2022
Q3 | $204K | Buy |
2,997
+18
| +0.6% | +$1.23K | 0.13% | 139 |
|
|
2022
Q2 | $212K | Sell |
2,979
-99
| -3% | -$7.05K | 0.12% | 151 |
|
|
2022
Q1 | $223K | Buy |
3,078
+118
| +4% | +$8.55K | 0.12% | 160 |
|
|
2021
Q4 | $203K | Buy |
2,960
+20
| +0.7% | +$1.37K | 0.1% | 159 |
|
|
2021
Q3 | $182K | Buy |
2,940
+2
| +0.1% | +$124 | 0.1% | 162 |
|
|
2021
Q2 | $178K | Sell |
2,938
-1,646
| -36% | -$99.7K | 0.1% | 157 |
|
|
2021
Q1 | $285K | Buy |
4,584
+866
| +23% | +$53.8K | 0.16% | 143 |
|
|
2020
Q4 | $228K | Buy |
3,718
+2,259
| +155% | +$139K | 0.16% | 142 |
|
|
2020
Q3 | $79K | Sell |
1,459
-8,940
| -86% | -$484K | 0.07% | 163 |
|
|
2020
Q2 | $538K | Sell |
10,399
-2,150
| -17% | -$111K | 0.55% | 55 |
|
|
2020
Q1 | $679K | Sell |
12,549
-10,716
| -46% | -$580K | 0.86% | 35 |
|
|
2019
Q4 | $1.48M | Sell |
23,265
-79
| -0.3% | -$5.03K | 1.03% | 32 |
|
|
2019
Q3 | $1.44M | Buy |
23,344
+335
| +1% | +$20.7K | 0.94% | 30 |
|
|
2019
Q2 | $1.27M | Sell |
23,009
-2,737
| -11% | -$151K | 0.86% | 33 |
|
|
2019
Q1 | $1.33M | Buy |
+25,746
| New | +$1.33M | 1.02% | 27 |
|
|
2018
Q3 | $1.4M | Buy |
32,149
+3,667
| +13% | +$160K | 0.67% | 36 |
|
|
2018
Q2 | $1.32M | Buy |
+28,482
| New | +$1.32M | 0.83% | 32 |
|