CGC Financial 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 | $26.9K | Hold |
293
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $26.9K | Hold |
293
| – | – | 0.01% | 144 |
|
|
2024
Q4 | $24.1K | Hold |
293
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $26.4K | Buy |
293
+233
| +388% | +$21K | 0.01% | 139 |
|
|
2024
Q2 | $4.65K | Hold |
60
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $4.3K | Sell |
60
-210
| -78% | -$15.1K | ﹤0.01% | 252 |
|
|
2023
Q4 | $18.9K | Buy |
270
+210
| +350% | +$14.7K | 0.01% | 174 |
|
|
2023
Q3 | $3.88K | Hold |
60
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $4.22K | Buy |
+60
| New | +$4.22K | ﹤0.01% | 228 |
|