Venture Visionary Partners’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 | $1.97M | Buy |
21,462
+1,476
| +7% | +$136K | 0.07% | 200 |
|
|
2025
Q1 | $1.84M | Buy |
19,986
+1,033
| +5% | +$95K | 0.08% | 206 |
|
|
2024
Q4 | $1.56M | Buy |
18,953
+22
| +0.1% | +$1.81K | 0.07% | 228 |
|
|
2024
Q3 | $1.71M | Buy |
18,931
+1,130
| +6% | +$102K | 0.07% | 211 |
|
|
2024
Q2 | $1.38M | Sell |
17,801
-163
| -0.9% | -$12.6K | 0.06% | 235 |
|
|
2024
Q1 | $1.29M | Sell |
17,964
-11,782
| -40% | -$845K | 0.06% | 242 |
|
|
2023
Q4 | $2.09M | Buy |
29,746
+132
| +0.4% | +$9.26K | 0.11% | 169 |
|
|
2023
Q3 | $1.92M | Buy |
29,614
+341
| +1% | +$22.1K | 0.12% | 165 |
|
|
2023
Q2 | $2.06M | Sell |
29,273
-1,513
| -5% | -$106K | 0.12% | 161 |
|
|
2023
Q1 | $2.14M | Buy |
30,786
+3,316
| +12% | +$231K | 0.14% | 142 |
|
|
2022
Q4 | $1.96M | Buy |
27,470
+2,176
| +9% | +$155K | 0.14% | 136 |
|
|
2022
Q3 | $1.72M | Buy |
25,294
+3,238
| +15% | +$220K | 0.14% | 140 |
|
|
2022
Q2 | $1.57M | Buy |
22,056
+962
| +5% | +$68.6K | 0.12% | 145 |
|
|
2022
Q1 | $1.53M | Buy |
21,094
+947
| +5% | +$68.6K | 0.1% | 168 |
|
|
2021
Q4 | $1.38M | Buy |
20,147
+2,318
| +13% | +$159K | 0.09% | 184 |
|
|
2021
Q3 | $1.1M | Buy |
17,829
+4,916
| +38% | +$304K | 0.08% | 201 |
|
|
2021
Q2 | $781K | Buy |
12,913
+1,911
| +17% | +$116K | 0.06% | 234 |
|
|
2021
Q1 | $683K | Buy |
11,002
+2,321
| +27% | +$144K | 0.06% | 253 |
|
|
2020
Q4 | $533K | Buy |
8,681
+4,369
| +101% | +$268K | 0.06% | 225 |
|
|
2020
Q3 | $233K | Buy |
4,312
+320
| +8% | +$17.3K | 0.06% | 169 |
|
|
2020
Q2 | $207K | Buy |
+3,992
| New | +$207K | 0.06% | 164 |
|