CFO4Life Group’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 | $234K | Buy |
2,551
+159
| +7% | +$14.6K | 0.04% | 199 |
|
|
2025
Q1 | $220K | Buy |
+2,392
| New | +$220K | 0.04% | 191 |
|
|
2020
Q1 | – | Sell |
-4,818
| Closed | -$307K | – | 137 |
|
|
2019
Q4 | $307K | Buy |
4,818
+169
| +4% | +$10.8K | 0.13% | 94 |
|
|
2019
Q3 | $287K | Sell |
4,649
-125
| -3% | -$7.72K | 0.13% | 93 |
|
|
2019
Q2 | $264K | Buy |
4,774
+538
| +13% | +$29.8K | 0.12% | 96 |
|
|
2019
Q1 | $219K | Sell |
4,236
-9,277
| -69% | -$480K | 0.1% | 107 |
|
|
2018
Q4 | $593K | Buy |
13,513
+928
| +7% | +$40.7K | 0.26% | 58 |
|
|
2018
Q3 | $549K | Sell |
12,585
-1,778
| -12% | -$77.6K | 0.24% | 66 |
|
|
2018
Q2 | $665K | Buy |
14,363
+1,217
| +9% | +$56.3K | 0.28% | 54 |
|
|
2018
Q1 | $587K | Buy |
13,146
+1,821
| +16% | +$81.3K | 0.5% | 32 |
|
|
2017
Q4 | $545K | Sell |
11,325
-1,341
| -11% | -$64.5K | 0.43% | 39 |
|
|
2017
Q3 | $622K | Buy |
12,666
+1,312
| +12% | +$64.4K | 0.5% | 31 |
|
|
2017
Q2 | $544K | Buy |
11,354
+212
| +2% | +$10.2K | 0.5% | 35 |
|
|
2017
Q1 | $555K | Buy |
+11,142
| New | +$555K | 0.5% | 33 |
|