AllGen Financial 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 | $211K | Hold |
2,300
| – | – | 0.06% | 39 |
|
|
2025
Q1 | $211K | Buy |
+2,300
| New | +$211K | 0.06% | 37 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$207K | – | 43 |
|
|
2024
Q3 | $207K | Buy |
+2,300
| New | +$207K | 0.07% | 40 |
|
|
2023
Q1 | – | Sell |
-4,086
| Closed | -$292K | – | 36 |
|
|
2022
Q4 | $292K | Hold |
4,086
| – | – | 0.21% | 32 |
|
|
2022
Q3 | $278K | Hold |
4,086
| – | – | 0.22% | 36 |
|
|
2022
Q2 | $291K | Sell |
4,086
-38,363
| -90% | -$2.74M | 0.24% | 32 |
|
|
2022
Q1 | $1.22M | Buy |
+42,449
| New | +$1.22M | 1.02% | 27 |
|
|
2021
Q4 | – | Sell |
-42,158
| Closed | -$1.07M | – | 38 |
|
|
2021
Q3 | $1.07M | Buy |
+42,158
| New | +$1.07M | 0.87% | 25 |
|