Allen Capital 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 | $2.7M | Buy |
29,405
+125
| +0.4% | +$11.5K | 0.28% | 76 |
|
|
2025
Q1 | $2.69M | Buy |
29,280
+8,205
| +39% | +$754K | 0.3% | 71 |
|
|
2024
Q4 | $1.73M | Buy |
21,075
+3,059
| +17% | +$252K | 0.21% | 82 |
|
|
2024
Q3 | $1.62M | Buy |
18,016
+7,829
| +77% | +$706K | 0.2% | 81 |
|
|
2024
Q2 | $790K | Buy |
10,187
+5,245
| +106% | +$407K | 0.11% | 109 |
|
|
2024
Q1 | $355K | Buy |
+4,942
| New | +$355K | 0.05% | 146 |
|