Xponance’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 | $16M | Buy |
173,817
+16,834
| +11% | +$1.55M | 0.13% | 126 |
|
|
2025
Q1 | $14.4M | Buy |
156,983
+2,446
| +2% | +$225K | 0.14% | 119 |
|
|
2024
Q4 | $12.7M | Buy |
154,537
+5,618
| +4% | +$462K | 0.12% | 136 |
|
|
2024
Q3 | $13.4M | Buy |
148,919
+3,069
| +2% | +$277K | 0.13% | 129 |
|
|
2024
Q2 | $11.3M | Sell |
145,850
-533
| -0.4% | -$41.3K | 0.12% | 134 |
|
|
2024
Q1 | $10.5M | Buy |
146,383
+7,988
| +6% | +$573K | 0.11% | 155 |
|
|
2023
Q4 | $9.7M | Buy |
138,395
+8,662
| +7% | +$607K | 0.12% | 149 |
|
|
2023
Q3 | $8.4M | Buy |
129,733
+1,021
| +0.8% | +$66.1K | 0.11% | 152 |
|
|
2023
Q2 | $9.04M | Sell |
128,712
-388
| -0.3% | -$27.3K | 0.12% | 142 |
|
|
2023
Q1 | $8.98M | Buy |
129,100
+4,194
| +3% | +$292K | 0.13% | 139 |
|
|
2022
Q4 | $8.92M | Buy |
124,906
+24,288
| +24% | +$1.73M | 0.14% | 134 |
|
|
2022
Q3 | $6.84M | Buy |
100,618
+17,221
| +21% | +$1.17M | 0.13% | 138 |
|
|
2022
Q2 | $5.95M | Buy |
83,397
+14,846
| +22% | +$1.06M | 0.12% | 148 |
|
|
2022
Q1 | $4.97M | Buy |
68,551
+2,118
| +3% | +$154K | 0.08% | 201 |
|
|
2021
Q4 | $4.56M | Buy |
66,433
+12,924
| +24% | +$886K | 0.07% | 222 |
|
|
2021
Q3 | $3.32M | Sell |
53,509
-5,039
| -9% | -$312K | 0.06% | 245 |
|
|
2021
Q2 | $3.54M | Buy |
58,548
+13,519
| +30% | +$818K | 0.07% | 242 |
|
|
2021
Q1 | $2.8M | Sell |
45,029
-45,700
| -50% | -$2.84M | 0.06% | 261 |
|
|
2020
Q4 | $5.57M | Buy |
90,729
+1,055
| +1% | +$64.8K | 0.12% | 144 |
|
|
2020
Q3 | $4.86M | Sell |
89,674
-10,549
| -11% | -$572K | 0.12% | 153 |
|
|
2020
Q2 | $5.2M | Buy |
+100,223
| New | +$5.2M | 0.13% | 150 |
|