Berger Financial 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 | $656K | Hold |
7,141
| – | – | 0.04% | 236 |
|
|
2025
Q1 | $657K | Sell |
7,141
-30
| -0.4% | -$2.76K | 0.05% | 227 |
|
|
2024
Q4 | $590K | Hold |
7,171
| – | – | 0.04% | 234 |
|
|
2024
Q3 | $647K | Buy |
7,171
+721
| +11% | +$65K | 0.05% | 200 |
|
|
2024
Q2 | $500K | Sell |
6,450
-390
| -6% | -$30.3K | 0.04% | 214 |
|
|
2024
Q1 | $491K | Buy |
6,840
+390
| +6% | +$28K | 0.04% | 212 |
|
|
2023
Q4 | $452K | Hold |
6,450
| – | – | 0.05% | 174 |
|
|
2023
Q3 | $417K | Sell |
6,450
-23
| -0.4% | -$1.49K | 0.05% | 168 |
|
|
2023
Q2 | $455K | Hold |
6,473
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $450K | Sell |
6,473
-62
| -0.9% | -$4.31K | 0.05% | 166 |
|
|
2022
Q4 | $467K | Sell |
6,535
-629
| -9% | -$44.9K | 0.06% | 156 |
|
|
2022
Q3 | $487K | Buy |
7,164
+8
| +0.1% | +$544 | 0.07% | 139 |
|
|
2022
Q2 | $510K | Hold |
7,156
| – | – | 0.07% | 136 |
|
|
2022
Q1 | $519K | Hold |
7,156
| – | – | 0.07% | 143 |
|
|
2021
Q4 | $491K | Buy |
7,156
+3
| +0% | +$206 | 0.07% | 151 |
|
|
2021
Q3 | $443K | Hold |
7,153
| – | – | 0.08% | 128 |
|
|
2021
Q2 | $433K | Hold |
7,153
| – | – | 0.08% | 131 |
|
|
2021
Q1 | $445K | Buy |
7,153
+86
| +1% | +$5.35K | 0.1% | 122 |
|
|
2020
Q4 | $434K | Buy |
+7,067
| New | +$434K | 0.08% | 137 |
|