Valeo Financial 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 | $1.84M | Buy |
20,004
+2,373
| +13% | +$218K | 0.05% | 187 |
|
|
2025
Q1 | $1.62M | Buy |
17,631
+1,083
| +7% | +$99.6K | 0.05% | 187 |
|
|
2024
Q4 | $1.36M | Buy |
16,548
+220
| +1% | +$18.1K | 0.04% | 195 |
|
|
2024
Q3 | $1.47M | Buy |
16,328
+847
| +5% | +$76.4K | 0.04% | 196 |
|
|
2024
Q2 | $1.2M | Buy |
15,481
+800
| +5% | +$62.1K | 0.04% | 208 |
|
|
2024
Q1 | $1.09M | Sell |
14,681
-97
| -0.7% | -$7.17K | 0.04% | 226 |
|
|
2023
Q4 | $1.04M | Buy |
14,778
+2,338
| +19% | +$164K | 0.04% | 217 |
|
|
2023
Q3 | $805K | Sell |
12,440
-1,514
| -11% | -$98K | 0.04% | 239 |
|
|
2023
Q2 | $980K | Buy |
13,954
+2,858
| +26% | +$201K | 0.04% | 210 |
|
|
2023
Q1 | $772K | Buy |
11,096
+278
| +3% | +$19.3K | 0.04% | 253 |
|
|
2022
Q4 | $773K | Buy |
10,818
+1,296
| +14% | +$92.5K | 0.04% | 220 |
|
|
2022
Q3 | $648K | Buy |
9,522
+27
| +0.3% | +$1.84K | 0.04% | 219 |
|
|
2022
Q2 | $677K | Sell |
9,495
-182
| -2% | -$13K | 0.04% | 208 |
|
|
2022
Q1 | $702K | Buy |
9,677
+2,991
| +45% | +$217K | 0.04% | 247 |
|
|
2021
Q4 | $459K | Sell |
6,686
-1,761
| -21% | -$121K | 0.02% | 317 |
|
|
2021
Q3 | $523K | Buy |
8,447
+37
| +0.4% | +$2.29K | 0.03% | 277 |
|
|
2021
Q2 | $509K | Buy |
8,410
+914
| +12% | +$55.3K | 0.03% | 247 |
|
|
2021
Q1 | $466K | Sell |
7,496
-406
| -5% | -$25.2K | 0.02% | 278 |
|
|
2020
Q4 | $485K | Buy |
7,902
+27
| +0.3% | +$1.66K | 0.02% | 250 |
|
|
2020
Q3 | $427K | Sell |
7,875
-339
| -4% | -$18.4K | 0.04% | 203 |
|
|
2020
Q2 | $426K | Buy |
8,214
+502
| +7% | +$26K | 0.04% | 200 |
|
|
2020
Q1 | $465K | Sell |
7,712
-848
| -10% | -$51.1K | 0.05% | 181 |
|
|
2019
Q4 | $545K | Sell |
8,560
-878
| -9% | -$55.9K | 0.05% | 180 |
|
|
2019
Q3 | $583K | Sell |
9,438
-1,921
| -17% | -$119K | 0.06% | 160 |
|
|
2019
Q2 | $628K | Sell |
11,359
-4,560
| -29% | -$252K | 0.07% | 165 |
|
|
2019
Q1 | $823K | Buy |
15,919
+878
| +6% | +$45.4K | 0.1% | 140 |
|
|
2018
Q4 | $661K | Buy |
15,041
+446
| +3% | +$19.6K | 0.09% | 150 |
|
|
2018
Q3 | $657K | Buy |
14,595
+210
| +1% | +$9.45K | 0.09% | 150 |
|
|
2018
Q2 | $667K | Buy |
14,385
+3,337
| +30% | +$155K | 0.09% | 142 |
|
|
2018
Q1 | $493K | Buy |
11,048
+3,115
| +39% | +$139K | 0.08% | 152 |
|
|
2017
Q4 | $382K | Sell |
7,933
-669
| -8% | -$32.2K | 0.06% | 177 |
|
|
2017
Q3 | $423K | Buy |
+8,602
| New | +$423K | 0.1% | 141 |
|