Berry Wealth 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 | $277K | Buy |
3,016
+50
| +2% | +$4.59K | 0.19% | 75 |
|
|
2025
Q1 | $273K | Buy |
2,966
+13
| +0.4% | +$1.2K | 0.21% | 70 |
|
|
2024
Q4 | $243K | Buy |
2,953
+14
| +0.5% | +$1.15K | 0.18% | 72 |
|
|
2024
Q3 | $265K | Sell |
2,939
-14
| -0.5% | -$1.26K | 0.19% | 72 |
|
|
2024
Q2 | $229K | Sell |
2,953
-84
| -3% | -$6.52K | 0.18% | 70 |
|
|
2024
Q1 | $218K | Buy |
3,037
+42
| +1% | +$3.01K | 0.18% | 75 |
|
|
2023
Q4 | $210K | Buy |
+2,995
| New | +$210K | 0.19% | 56 |
|