CGPCS
Capital Group Private Client Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
34,434
-1,383
| -4% | -$127K | 0.03% | 197 |
|
|
2025
Q1 | $3.29M | Sell |
35,817
-5,944
| -14% | -$547K | 0.03% | 187 |
|
|
2024
Q4 | $3.44M | Sell |
41,761
-112,893
| -73% | -$9.29M | 0.03% | 191 |
|
|
2024
Q3 | $13.9M | Sell |
154,654
-2,167
| -1% | -$195K | 0.13% | 136 |
|
|
2024
Q2 | $12.2M | Sell |
156,821
-2,348
| -1% | -$182K | 0.12% | 139 |
|
|
2024
Q1 | $11.4M | Sell |
159,169
-4,463
| -3% | -$320K | 0.12% | 140 |
|
|
2023
Q4 | $11.5M | Buy |
+163,632
| New | +$11.5M | 0.12% | 132 |
|