World Investment 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 | $1.63M | Sell |
17,736
-2,002
| -10% | -$184K | 0.04% | 413 |
|
|
2025
Q1 | $1.81M | Sell |
19,738
-1,692
| -8% | -$156K | 0.05% | 366 |
|
|
2024
Q4 | $1.76M | Buy |
21,430
+10,348
| +93% | +$852K | 0.05% | 351 |
|
|
2024
Q3 | $999K | Buy |
11,082
+5,713
| +106% | +$515K | 0.03% | 425 |
|
|
2024
Q2 | $416K | Buy |
+5,369
| New | +$416K | 0.03% | 434 |
|
|
2022
Q3 | – | Sell |
-2,597
| Closed | -$201K | – | 266 |
|
|
2022
Q2 | $201K | Buy |
+2,597
| New | +$201K | 0.04% | 250 |
|
|
2020
Q1 | – | Sell |
-4,415
| Closed | -$281K | – | 173 |
|
|
2019
Q4 | $281K | Sell |
4,415
-600
| -12% | -$38.2K | 0.11% | 114 |
|
|
2019
Q3 | $310K | Buy |
5,015
+32
| +0.6% | +$1.98K | 0.13% | 98 |
|
|
2019
Q2 | $286K | Sell |
4,983
-2,778
| -36% | -$159K | 0.13% | 96 |
|
|
2019
Q1 | $401K | Sell |
7,761
-40
| -0.5% | -$2.07K | 0.18% | 69 |
|
|
2018
Q4 | $380K | Buy |
+7,801
| New | +$380K | 0.17% | 83 |
|