Bruce G. Allen Investments’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 | $102K | Sell |
1,116
-36
| -3% | -$3.31K | 0.08% | 152 |
|
|
2025
Q1 | $106K | Sell |
1,152
-2
| -0.2% | -$184 | 0.08% | 133 |
|
|
2024
Q4 | $95K | Sell |
1,154
-12
| -1% | -$988 | 0.08% | 151 |
|
|
2024
Q3 | $105K | Sell |
1,166
-53
| -4% | -$4.78K | 0.08% | 146 |
|
|
2024
Q2 | $94.6K | Buy |
1,219
+440
| +56% | +$34.1K | 0.08% | 156 |
|
|
2024
Q1 | $55.9K | Sell |
779
-139
| -15% | -$9.97K | 0.05% | 222 |
|
|
2023
Q4 | $64.4K | Buy |
+918
| New | +$64.4K | 0.06% | 197 |
|