Wela Strategies’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 | $290K | Buy |
3,162
+2
| +0.1% | +$184 | 0.11% | 49 |
|
|
2025
Q1 | $291K | Buy |
3,160
+45
| +1% | +$4.14K | 0.12% | 47 |
|
|
2024
Q4 | $256K | Sell |
3,115
-448
| -13% | -$36.9K | 0.11% | 48 |
|
|
2024
Q3 | $321K | Buy |
3,563
+2
| +0.1% | +$180 | 0.14% | 46 |
|
|
2024
Q2 | $276K | Buy |
3,561
+2
| +0.1% | +$155 | 0.13% | 46 |
|
|
2024
Q1 | $255K | Sell |
3,559
-1,447
| -29% | -$104K | 0.12% | 46 |
|
|
2023
Q4 | $351K | Buy |
5,006
+157
| +3% | +$11K | 0.19% | 42 |
|
|
2023
Q3 | $314K | Sell |
4,849
-5
| -0.1% | -$324 | 0.19% | 42 |
|
|
2023
Q2 | $341K | Buy |
4,854
+234
| +5% | +$16.4K | 0.26% | 33 |
|
|
2023
Q1 | $321K | Buy |
4,620
+14
| +0.3% | +$974 | 0.17% | 41 |
|
|
2022
Q4 | $329K | Buy |
4,606
+2
| +0% | +$143 | 0.18% | 39 |
|
|
2022
Q3 | $313K | Sell |
4,604
-332
| -7% | -$22.6K | 0.21% | 33 |
|
|
2022
Q2 | $352K | Buy |
4,936
+2
| +0% | +$143 | 0.21% | 29 |
|
|
2022
Q1 | $358K | Buy |
4,934
+1,529
| +45% | +$111K | 0.18% | 31 |
|
|
2021
Q4 | $233K | Buy |
3,405
+2
| +0.1% | +$137 | 0.12% | 42 |
|
|
2021
Q3 | $211K | Buy |
3,403
+2
| +0.1% | +$124 | 0.11% | 43 |
|
|
2021
Q2 | $206K | Buy |
3,401
+56
| +2% | +$3.39K | 0.08% | 43 |
|
|
2021
Q1 | $208K | Buy |
3,345
+1
| +0% | +$62 | 0.11% | 43 |
|
|
2020
Q4 | $205K | Buy |
+3,344
| New | +$205K | 0.12% | 40 |
|
|
2020
Q1 | – | Sell |
-4,657
| Closed | -$297K | – | 38 |
|
|
2019
Q4 | $297K | Buy |
+4,657
| New | +$297K | 0.18% | 33 |
|