Center for Financial Planning’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 | $69.2K | Hold |
754
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $69.3K | Sell |
754
-2,064
| -73% | -$190K | 0.01% | 249 |
|
|
2024
Q4 | $232K | Buy |
2,818
+2,278
| +422% | +$188K | 0.03% | 143 |
|
|
2024
Q3 | $48.7K | Hold |
540
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $41.9K | Hold |
540
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $38.7K | Sell |
540
-800
| -60% | -$57.4K | 0.01% | 272 |
|
|
2023
Q4 | $94K | Sell |
1,340
-320
| -19% | -$22.4K | 0.02% | 174 |
|
|
2023
Q3 | $107K | Hold |
1,660
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $117K | Hold |
1,660
| – | – | 0.02% | 160 |
|
|
2023
Q1 | $116K | Hold |
1,660
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $119K | Hold |
1,660
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $113K | Hold |
1,660
| – | – | 0.03% | 149 |
|
|
2022
Q2 | $118K | Sell |
1,660
-219
| -12% | -$15.6K | 0.03% | 150 |
|
|
2022
Q1 | $136K | Sell |
1,879
-1,294
| -41% | -$93.7K | 0.03% | 152 |
|
|
2021
Q4 | $218K | Sell |
3,173
-187
| -6% | -$12.8K | 0.04% | 128 |
|
|
2021
Q3 | $208K | Hold |
3,360
| – | – | 0.05% | 119 |
|
|
2021
Q2 | $203K | Hold |
3,360
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $209K | Buy |
3,360
+700
| +26% | +$43.5K | 0.05% | 118 |
|
|
2020
Q4 | $163K | Sell |
2,660
-700
| -21% | -$42.9K | 0.05% | 126 |
|
|
2020
Q3 | $182K | Sell |
3,360
-1,000
| -23% | -$54.2K | 0.06% | 116 |
|
|
2020
Q2 | $226K | Sell |
4,360
-2,736
| -39% | -$142K | 0.08% | 102 |
|
|
2020
Q1 | $384K | Buy |
7,096
+2,700
| +61% | +$146K | 0.13% | 70 |
|
|
2019
Q4 | $280K | Buy |
+4,396
| New | +$280K | 0.07% | 96 |
|