West Family Investments’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 | $1.14M | Buy |
12,440
+2,187
| +21% | +$201K | 0.3% | 68 |
|
|
2025
Q1 | $943K | Buy |
10,253
+822
| +9% | +$75.6K | 0.36% | 56 |
|
|
2024
Q4 | $776K | Buy |
9,431
+45
| +0.5% | +$3.7K | 0.27% | 73 |
|
|
2024
Q3 | $846K | Buy |
9,386
+46
| +0.5% | +$4.15K | 0.29% | 65 |
|
|
2024
Q2 | $725K | Hold |
9,340
| – | – | 0.22% | 79 |
|
|
2024
Q1 | $670K | Buy |
9,340
+638
| +7% | +$45.8K | 0.21% | 86 |
|
|
2023
Q4 | $610K | Sell |
8,702
-346
| -4% | -$24.3K | 0.21% | 83 |
|
|
2023
Q3 | $586K | Buy |
9,048
+128
| +1% | +$8.28K | 0.2% | 90 |
|
|
2023
Q2 | $627K | Buy |
8,920
+280
| +3% | +$19.7K | 0.24% | 84 |
|
|
2023
Q1 | $601K | Sell |
8,640
-1,047
| -11% | -$72.9K | 0.24% | 80 |
|
|
2022
Q4 | $692K | Sell |
9,687
-332
| -3% | -$23.7K | 0.24% | 77 |
|
|
2022
Q3 | $681K | Buy |
10,019
+1,410
| +16% | +$95.8K | 0.28% | 75 |
|
|
2022
Q2 | $614K | Buy |
8,609
+412
| +5% | +$29.4K | 0.24% | 79 |
|
|
2022
Q1 | $594K | Buy |
8,197
+33
| +0.4% | +$2.39K | 0.17% | 95 |
|
|
2021
Q4 | $560K | Buy |
8,164
+4,350
| +114% | +$298K | 0.15% | 105 |
|
|
2021
Q3 | $236K | Sell |
3,814
-2,184
| -36% | -$135K | 0.06% | 268 |
|
|
2021
Q2 | $363K | Buy |
+5,998
| New | +$363K | 0.1% | 188 |
|