Astoria Portfolio 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 | $595K | Sell |
6,264
-186
| -3% | -$17.7K | 0.17% | 112 |
|
|
2025
Q1 | $588K | Buy |
6,450
+475
| +8% | +$43.3K | 0.2% | 99 |
|
|
2024
Q4 | $490K | Buy |
5,975
+92
| +2% | +$7.55K | 0.17% | 109 |
|
|
2024
Q3 | $523K | Buy |
5,883
+471
| +9% | +$41.9K | 0.18% | 97 |
|
|
2024
Q2 | $420K | Sell |
5,412
-53
| -1% | -$4.11K | 0.15% | 97 |
|
|
2024
Q1 | $374K | Buy |
5,465
+582
| +12% | +$39.8K | 0.14% | 105 |
|
|
2023
Q4 | $329K | Buy |
+4,883
| New | +$329K | 0.13% | 114 |
|