U.S. Capital Wealth Advisors’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 | $3.07M | Buy |
33,411
+824
| +3% | +$75.7K | 0.09% | 222 |
|
|
2025
Q1 | $3M | Buy |
32,587
+227
| +0.7% | +$20.9K | 0.09% | 226 |
|
|
2024
Q4 | $2.66M | Buy |
32,360
+4,723
| +17% | +$389K | 0.08% | 251 |
|
|
2024
Q3 | $2.49M | Sell |
27,637
-2,292
| -8% | -$207K | 0.09% | 214 |
|
|
2024
Q2 | $2.32M | Buy |
29,929
+1,679
| +6% | +$130K | 0.09% | 215 |
|
|
2024
Q1 | $2.03M | Sell |
28,250
-796
| -3% | -$57.1K | 0.08% | 229 |
|
|
2023
Q4 | $2.04M | Buy |
+29,046
| New | +$2.04M | 0.08% | 225 |
|
|
2023
Q3 | – | Sell |
-7,574
| Closed | -$532K | – | 677 |
|
|
2023
Q2 | $532K | Buy |
+7,574
| New | +$532K | 0.03% | 431 |
|
|
2023
Q1 | – | Sell |
-36,951
| Closed | -$2.64M | – | 1392 |
|
|
2022
Q4 | $2.64M | Buy |
+36,951
| New | +$2.64M | 0.12% | 164 |
|
|
2022
Q2 | – | Sell |
-139,672
| Closed | -$10.1M | – | 728 |
|
|
2022
Q1 | $10.1M | Buy |
139,672
+13,894
| +11% | +$1.01M | 0.37% | 50 |
|
|
2021
Q4 | $8.63M | Sell |
125,778
-584
| -0.5% | -$40.1K | 0.34% | 68 |
|
|
2021
Q3 | $7.83M | Buy |
+126,362
| New | +$7.83M | 0.34% | 68 |
|