XML Financial’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 | $1.52M | Buy |
16,566
+590
| +4% | +$54.2K | 0.13% | 140 |
|
|
2025
Q1 | $1.47M | Buy |
15,976
+661
| +4% | +$60.8K | 0.14% | 137 |
|
|
2024
Q4 | $1.26M | Buy |
15,315
+1,066
| +7% | +$87.8K | 0.12% | 153 |
|
|
2024
Q3 | $1.28M | Buy |
14,249
+1,113
| +8% | +$100K | 0.12% | 149 |
|
|
2024
Q2 | $1.02M | Sell |
13,136
-607
| -4% | -$47.1K | 0.1% | 162 |
|
|
2024
Q1 | $986K | Buy |
13,743
+473
| +4% | +$33.9K | 0.1% | 167 |
|
|
2023
Q4 | $931K | Buy |
13,270
+3,801
| +40% | +$267K | 0.1% | 164 |
|
|
2023
Q3 | $613K | Buy |
9,469
+829
| +10% | +$53.7K | 0.07% | 187 |
|
|
2023
Q2 | $607K | Buy |
8,640
+135
| +2% | +$9.48K | 0.07% | 196 |
|
|
2023
Q1 | $592K | Buy |
8,505
+1,781
| +26% | +$124K | 0.07% | 197 |
|
|
2022
Q4 | $480K | Buy |
6,724
+1,059
| +19% | +$75.6K | 0.06% | 206 |
|
|
2022
Q3 | $385K | Buy |
+5,665
| New | +$385K | 0.05% | 218 |
|
|
2022
Q2 | – | Sell |
-5,904
| Closed | -$428K | – | 323 |
|
|
2022
Q1 | $428K | Buy |
5,904
+205
| +4% | +$14.9K | 0.05% | 225 |
|
|
2021
Q4 | $391K | Buy |
5,699
+671
| +13% | +$46K | 0.05% | 235 |
|
|
2021
Q3 | $312K | Buy |
+5,028
| New | +$312K | 0.04% | 246 |
|