Woodward Diversified Capital’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 | $912K | Buy |
9,929
+4,397
| +79% | +$404K | 0.46% | 55 |
|
|
2025
Q1 | $509K | Buy |
5,532
+392
| +8% | +$36K | 0.36% | 69 |
|
|
2024
Q4 | $423K | Sell |
5,140
-3,949
| -43% | -$325K | 0.31% | 72 |
|
|
2024
Q3 | $820K | Sell |
9,089
-459
| -5% | -$41.4K | 0.52% | 57 |
|
|
2024
Q2 | $741K | Buy |
9,548
+723
| +8% | +$56.1K | 0.43% | 63 |
|
|
2024
Q1 | $633K | Buy |
8,825
+1,076
| +14% | +$77.2K | 0.39% | 73 |
|
|
2023
Q4 | $543K | Sell |
7,749
-421
| -5% | -$29.5K | 0.34% | 77 |
|
|
2023
Q3 | $529K | Buy |
8,170
+1,205
| +17% | +$78K | 0.38% | 72 |
|
|
2023
Q2 | $489K | Sell |
6,965
-121
| -2% | -$8.5K | 0.37% | 76 |
|
|
2023
Q1 | $493K | Buy |
7,086
+51
| +0.7% | +$3.55K | 0.39% | 68 |
|
|
2022
Q4 | $502K | Sell |
7,035
-287
| -4% | -$20.5K | 0.4% | 66 |
|
|
2022
Q3 | $498K | Sell |
7,322
-288
| -4% | -$19.6K | 0.41% | 59 |
|
|
2022
Q2 | $543K | Buy |
7,610
+73
| +1% | +$5.21K | 0.42% | 60 |
|
|
2022
Q1 | $547K | Buy |
7,537
+882
| +13% | +$64K | 0.36% | 78 |
|
|
2021
Q4 | $456K | Buy |
6,655
+740
| +13% | +$50.7K | 0.27% | 95 |
|
|
2021
Q3 | $367K | Buy |
5,915
+502
| +9% | +$31.1K | 0.23% | 111 |
|
|
2021
Q2 | $328K | Buy |
5,413
+130
| +2% | +$7.88K | 0.19% | 129 |
|
|
2021
Q1 | $328K | Sell |
5,283
-215
| -4% | -$13.3K | 0.19% | 123 |
|
|
2020
Q4 | $338K | Buy |
+5,498
| New | +$338K | 0.22% | 102 |
|