Virtue Capital Management’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 | $377K | Sell |
4,109
-901
| -18% | -$82.7K | 0.07% | 176 |
|
|
2025
Q1 | $460K | Buy |
5,010
+347
| +7% | +$31.9K | 0.05% | 274 |
|
|
2024
Q4 | $384K | Sell |
4,663
-180
| -4% | -$14.8K | 0.08% | 176 |
|
|
2024
Q3 | $437K | Sell |
4,843
-1,028
| -18% | -$92.7K | 0.09% | 163 |
|
|
2024
Q2 | $479K | Sell |
5,871
-498
| -8% | -$40.7K | 0.08% | 216 |
|
|
2024
Q1 | $442K | Sell |
6,369
-2,996
| -32% | -$208K | 0.08% | 236 |
|
|
2023
Q4 | $666K | Sell |
9,365
-1,971
| -17% | -$140K | 0.14% | 155 |
|
|
2023
Q3 | $813K | Hold |
11,336
| – | – | 0.14% | 134 |
|
|
2023
Q2 | $813K | Sell |
11,336
-68
| -0.6% | -$4.87K | 0.14% | 134 |
|
|
2023
Q1 | $828K | Sell |
11,404
-640
| -5% | -$46.5K | 0.14% | 131 |
|
|
2022
Q4 | $860K | Buy |
12,044
+8,937
| +288% | +$638K | 0.13% | 112 |
|
|
2022
Q3 | $211K | Buy |
+3,107
| New | +$211K | 0.03% | 238 |
|
|
2022
Q2 | – | Sell |
-11,093
| Closed | -$804K | – | 390 |
|
|
2022
Q1 | $804K | Buy |
11,093
+2,720
| +32% | +$197K | 0.13% | 209 |
|
|
2021
Q4 | $574K | Sell |
8,373
-46
| -0.5% | -$3.15K | 0.08% | 255 |
|
|
2021
Q3 | $522K | Sell |
8,419
-184
| -2% | -$11.4K | 0.09% | 237 |
|
|
2021
Q2 | $521K | Sell |
8,603
-1,731
| -17% | -$105K | 0.1% | 224 |
|
|
2021
Q1 | $642K | Sell |
10,334
-129
| -1% | -$8.01K | 0.15% | 182 |
|
|
2020
Q4 | $643K | Sell |
10,463
-5,040
| -33% | -$310K | 0.16% | 174 |
|
|
2020
Q3 | $841K | Sell |
15,503
-6,987
| -31% | -$379K | 0.21% | 143 |
|
|
2020
Q2 | $1.17M | Buy |
+22,490
| New | +$1.17M | 0.27% | 113 |
|
|
2020
Q1 | – | Sell |
-7,175
| Closed | -$457K | – | 180 |
|
|
2019
Q4 | $457K | Sell |
7,175
-13,381
| -65% | -$852K | 0.13% | 154 |
|
|
2019
Q3 | $1.27M | Sell |
20,556
-1,896
| -8% | -$117K | 0.42% | 80 |
|
|
2019
Q2 | $1.24M | Buy |
22,452
+8,677
| +63% | +$480K | 0.45% | 70 |
|
|
2019
Q1 | $712K | Sell |
13,775
-926
| -6% | -$47.9K | 0.25% | 34 |
|
|
2018
Q4 | $646K | Sell |
14,701
-34,285
| -70% | -$1.51M | 0.3% | 22 |
|
|
2018
Q3 | $2.14M | Buy |
48,986
+30,225
| +161% | +$1.32M | 0.45% | 64 |
|
|
2018
Q2 | $869K | Sell |
18,761
-9,932
| -35% | -$460K | 0.42% | 65 |
|
|
2018
Q1 | $1.3M | Buy |
28,693
+6,336
| +28% | +$287K | 0.68% | 15 |
|
|
2017
Q4 | $1.08M | Buy |
+22,357
| New | +$1.08M | 0.61% | 18 |
|