Apexium 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 | $547K | Buy |
5,957
+334
| +6% | +$30.7K | 0.03% | 172 |
|
|
2025
Q1 | $517K | Buy |
5,623
+853
| +18% | +$78.4K | 0.03% | 170 |
|
|
2024
Q4 | $393K | Buy |
4,770
+300
| +7% | +$24.7K | 0.02% | 185 |
|
|
2024
Q3 | $403K | Buy |
4,470
+428
| +11% | +$38.6K | 0.03% | 160 |
|
|
2024
Q2 | $314K | Buy |
4,042
+572
| +16% | +$44.4K | 0.02% | 175 |
|
|
2024
Q1 | $249K | Buy |
3,470
+200
| +6% | +$14.3K | 0.02% | 194 |
|
|
2023
Q4 | $229K | Hold |
3,270
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $212K | Sell |
3,270
-193
| -6% | -$12.5K | 0.02% | 197 |
|
|
2023
Q2 | $243K | Sell |
3,463
-378
| -10% | -$26.6K | 0.02% | 195 |
|
|
2023
Q1 | $267K | Buy |
3,841
+378
| +11% | +$26.3K | 0.03% | 181 |
|
|
2022
Q4 | $247K | Hold |
3,463
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $235K | Buy |
+3,463
| New | +$235K | 0.03% | 178 |
|