Abacus Planning 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 | $218K | Sell |
2,378
-120
| -5% | -$11K | 0.03% | 221 |
|
|
2025
Q1 | $230K | Buy |
+2,498
| New | +$230K | 0.04% | 192 |
|
|
2023
Q3 | – | Sell |
-2,944
| Closed | -$207K | – | 200 |
|
|
2023
Q2 | $207K | Hold |
2,944
| – | – | 0.05% | 181 |
|
|
2023
Q1 | $205K | Hold |
2,944
| – | – | 0.05% | 171 |
|
|
2022
Q4 | $210K | Buy |
+2,944
| New | +$210K | 0.06% | 162 |
|
|
2022
Q3 | – | Sell |
-4,141
| Closed | -$295K | – | 198 |
|
|
2022
Q2 | $295K | Hold |
4,141
| – | – | 0.09% | 136 |
|
|
2022
Q1 | $300K | Hold |
4,141
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $284K | Buy |
+4,141
| New | +$284K | 0.08% | 161 |
|
|
2018
Q1 | – | Sell |
-4,167
| Closed | -$200K | – | 134 |
|
|
2017
Q4 | $200K | Buy |
+4,167
| New | +$200K | 0.2% | 113 |
|