VCA
Verdence Capital Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
22,051
-2,068
| -9% | -$190K | 0.14% | 158 |
|
|
2025
Q1 | $2.22M | Sell |
24,119
-894
| -4% | -$82.2K | 0.17% | 134 |
|
|
2024
Q4 | $2.06M | Buy |
25,013
+1,055
| +4% | +$86.8K | 0.17% | 153 |
|
|
2024
Q3 | $2.16M | Sell |
23,958
-4,030
| -14% | -$363K | 0.17% | 151 |
|
|
2024
Q2 | $2.17M | Sell |
27,988
-2,281
| -8% | -$177K | 0.19% | 134 |
|
|
2024
Q1 | $2.17M | Buy |
30,269
+1,394
| +5% | +$100K | 0.2% | 139 |
|
|
2023
Q4 | $2.02M | Sell |
28,875
-17
| -0.1% | -$1.19K | 0.2% | 131 |
|
|
2023
Q3 | $1.87M | Buy |
28,892
+4,464
| +18% | +$289K | 0.2% | 133 |
|
|
2023
Q2 | $1.72M | Sell |
24,428
-1,387
| -5% | -$97.4K | 0.2% | 132 |
|
|
2023
Q1 | $1.8M | Buy |
25,815
+954
| +4% | +$66.4K | 0.22% | 125 |
|
|
2022
Q4 | $1.78M | Buy |
24,861
+199
| +0.8% | +$14.2K | 0.22% | 120 |
|
|
2022
Q3 | $1.68M | Buy |
24,662
+736
| +3% | +$50K | 0.23% | 113 |
|
|
2022
Q2 | $1.71M | Sell |
23,926
-2,831
| -11% | -$202K | 0.22% | 116 |
|
|
2022
Q1 | $1.94M | Buy |
26,757
+2,612
| +11% | +$189K | 0.22% | 114 |
|
|
2021
Q4 | $1.66M | Buy |
24,145
+1,005
| +4% | +$68.9K | 0.19% | 115 |
|
|
2021
Q3 | $1.43M | Sell |
23,140
-138
| -0.6% | -$8.55K | 0.19% | 129 |
|
|
2021
Q2 | $1.41M | Buy |
23,278
+182
| +0.8% | +$11K | 0.2% | 119 |
|
|
2021
Q1 | $1.44M | Buy |
23,096
+2,101
| +10% | +$131K | 0.24% | 108 |
|
|
2020
Q4 | $1.29M | Buy |
20,995
+778
| +4% | +$47.8K | 0.24% | 106 |
|
|
2020
Q3 | $1.1M | Sell |
20,217
-1,332
| -6% | -$72.2K | 0.25% | 105 |
|
|
2020
Q2 | $1.12M | Buy |
21,549
+8,952
| +71% | +$464K | 0.28% | 99 |
|
|
2020
Q1 | $682K | Sell |
12,597
-791
| -6% | -$42.8K | 0.2% | 127 |
|
|
2019
Q4 | $853K | Sell |
13,388
-3,003
| -18% | -$191K | 0.21% | 119 |
|
|
2019
Q3 | $1.01M | Sell |
16,391
-4,766
| -23% | -$294K | 0.28% | 105 |
|
|
2019
Q2 | $1.17M | Sell |
21,157
-4,607
| -18% | -$255K | 0.34% | 83 |
|
|
2019
Q1 | $1.33M | Buy |
25,764
+9,276
| +56% | +$479K | 0.36% | 80 |
|
|
2018
Q4 | $724K | Sell |
16,488
-5,140
| -24% | -$226K | 0.2% | 109 |
|
|
2018
Q3 | $943K | Sell |
21,628
-412
| -2% | -$18K | 0.23% | 98 |
|
|
2018
Q2 | $1.02M | Sell |
22,040
-311
| -1% | -$14.4K | 0.25% | 94 |
|
|
2018
Q1 | $998K | Buy |
22,351
+9,727
| +77% | +$434K | 0.24% | 100 |
|
|
2017
Q4 | $607K | Buy |
+12,624
| New | +$607K | 0.14% | 129 |
|