Burkett Financial Services’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 | $5.7K | Hold |
62
| – | – | ﹤0.01% | 161 |
|
|
2025
Q1 | $5.66K | Buy |
62
+1
| +2% | +$91 | ﹤0.01% | 182 |
|
|
2024
Q4 | $5.03K | Hold |
61
| – | – | ﹤0.01% | 157 |
|
|
2024
Q3 | $5.51K | Hold |
61
| – | – | ﹤0.01% | 149 |
|
|
2024
Q2 | $4.74K | Hold |
61
| – | – | ﹤0.01% | 154 |
|
|
2024
Q1 | $4.38K | Buy |
61
+1
| +2% | +$72 | ﹤0.01% | 159 |
|
|
2023
Q4 | $4.24K | Buy |
+60
| New | +$4.24K | ﹤0.01% | 157 |
|