Vident Advisory’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 | $6.93M | Buy |
75,445
+10,377
| +16% | +$953K | 0.08% | 215 |
|
|
2025
Q1 | $5.98M | Buy |
65,068
+2,938
| +5% | +$270K | 0.09% | 203 |
|
|
2024
Q4 | $5.12M | Buy |
62,130
+33,628
| +118% | +$2.77M | 0.09% | 204 |
|
|
2024
Q3 | $2.57M | Buy |
28,502
+4,022
| +16% | +$363K | 0.06% | 329 |
|
|
2024
Q2 | $1.9M | Buy |
+24,480
| New | +$1.9M | 0.05% | 388 |
|
|
2024
Q1 | – | Sell |
-20,774
| Closed | -$1.46M | – | 1401 |
|
|
2023
Q4 | $1.46M | Buy |
20,774
+5,090
| +32% | +$357K | 0.04% | 466 |
|
|
2023
Q3 | $1.02M | Buy |
+15,684
| New | +$1.02M | 0.03% | 506 |
|