CBIZ Investment Advisory 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 | $45.4K | Buy |
494
+111
| +29% | +$10.2K | ﹤0.01% | 143 |
|
|
2025
Q1 | $35.2K | Buy |
383
+96
| +33% | +$8.82K | ﹤0.01% | 145 |
|
|
2024
Q4 | $23.6K | Buy |
287
+2
| +0.7% | +$164 | ﹤0.01% | 197 |
|
|
2024
Q3 | $25.7K | Buy |
285
+1
| +0.4% | +$90 | ﹤0.01% | 155 |
|
|
2024
Q2 | $22.1K | Buy |
284
+1
| +0.4% | +$78 | ﹤0.01% | 156 |
|
|
2024
Q1 | $20.3K | Buy |
+283
| New | +$20.3K | ﹤0.01% | 180 |
|
|
2021
Q4 | – | Hold |
0
| – | -$9K | – | 84 |
|
|
2021
Q3 | – | Hold |
0
| – | -$15K | – | 83 |
|
|
2021
Q2 | – | Hold |
0
| – | -$15K | – | 81 |
|
|
2021
Q1 | – | Hold |
0
| – | -$15K | – | 72 |
|
|
2020
Q4 | – | Hold |
0
| – | -$13K | – | 79 |
|
|
2020
Q3 | – | Hold |
0
| – | -$13K | – | 84 |
|
|
2020
Q2 | – | Hold |
0
| – | -$13K | – | 92 |
|
|
2020
Q1 | – | Hold |
0
| – | -$16K | – | 131 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 109 |
|