Cetera Trust Company’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 | $41.3K | Hold |
450
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $41.4K | Hold |
450
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $37K | Sell |
450
-200
| -31% | -$16.5K | 0.02% | 235 |
|
|
2024
Q3 | $58.6K | Hold |
650
| – | – | 0.04% | 228 |
|
|
2024
Q2 | $50.4K | Hold |
650
| – | – | 0.03% | 228 |
|
|
2024
Q1 | $46.6K | Hold |
650
| – | – | 0.03% | 234 |
|
|
2023
Q4 | $45.6K | Buy |
+650
| New | +$45.6K | 0.03% | 231 |
|