Waterford 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 | $245K | Buy |
351,703
+349,032
| +13,067% | +$243K | 0.09% | 49 |
|
|
2025
Q1 | $246K | Hold |
2,671
| – | – | 0.1% | 46 |
|
|
2024
Q4 | $220K | Hold |
2,671
| – | – | 0.11% | 44 |
|
|
2024
Q3 | $241K | Sell |
2,671
-420
| -14% | -$37.9K | 0.12% | 46 |
|
|
2024
Q2 | $240K | Hold |
3,091
| – | – | 0.1% | 49 |
|
|
2024
Q1 | $222K | Sell |
3,091
-380
| -11% | -$27.3K | 0.09% | 52 |
|
|
2023
Q4 | $243K | Buy |
3,471
+200
| +6% | +$14K | 0.11% | 48 |
|
|
2023
Q3 | $212K | Sell |
3,271
-265
| -7% | -$17.2K | 0.12% | 47 |
|
|
2023
Q2 | $248K | Hold |
3,536
| – | – | 0.12% | 47 |
|
|
2023
Q1 | $246K | Hold |
3,536
| – | – | 0.13% | 45 |
|
|
2022
Q4 | $253K | Buy |
+3,536
| New | +$253K | 0.15% | 44 |
|