Barlow Wealth Partners’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 | $239K | Sell |
2,620
-33
| -1% | -$3.01K | 0.03% | 120 |
|
|
2025
Q1 | $240K | Buy |
+2,653
| New | +$240K | 0.03% | 117 |
|
|
2024
Q4 | – | Sell |
-3,120
| Closed | -$277K | – | 152 |
|
|
2024
Q3 | $277K | Hold |
3,120
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $258K | Hold |
3,120
| – | – | 0.04% | 126 |
|
|
2024
Q1 | $214K | Sell |
3,120
-10
| -0.3% | -$687 | 0.03% | 149 |
|
|
2023
Q4 | $219K | Buy |
+3,130
| New | +$219K | 0.03% | 140 |
|