World Equity Group’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 | $370K | Sell |
4,029
-420
| -9% | -$38.6K | 0.1% | 213 |
|
|
2025
Q1 | $404K | Sell |
4,449
-4,605
| -51% | -$418K | 0.12% | 182 |
|
|
2024
Q4 | $746K | Buy |
9,054
+4,556
| +101% | +$375K | 0.16% | 140 |
|
|
2024
Q3 | $406K | Buy |
4,498
+17
| +0.4% | +$1.53K | 0.15% | 145 |
|
|
2024
Q2 | $348K | Sell |
4,481
-3,439
| -43% | -$267K | 0.1% | 195 |
|
|
2024
Q1 | $568K | Buy |
7,920
+414
| +6% | +$29.7K | 0.12% | 170 |
|
|
2023
Q4 | $526K | Sell |
7,506
-336
| -4% | -$23.6K | 0.11% | 186 |
|
|
2023
Q3 | $508K | Buy |
7,842
+4,580
| +140% | +$296K | 0.11% | 200 |
|
|
2023
Q2 | $229K | Buy |
+3,262
| New | +$229K | 0.07% | 273 |
|
|
2023
Q1 | – | Sell |
-3,555
| Closed | -$254K | – | 576 |
|
|
2022
Q4 | $254K | Buy |
3,555
+18
| +0.5% | +$1.29K | 0.06% | 286 |
|
|
2022
Q3 | $240K | Buy |
3,537
+153
| +5% | +$10.4K | 0.06% | 278 |
|
|
2022
Q2 | $241K | Buy |
3,384
+532
| +19% | +$37.9K | 0.06% | 291 |
|
|
2022
Q1 | $207K | Buy |
+2,852
| New | +$207K | 0.04% | 337 |
|