CMG Global Holdings’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 | $439K | Hold |
4,660
| – | – | 0.23% | 62 |
|
|
2025
Q1 | $424K | Sell |
4,660
-242
| -5% | -$22K | 0.28% | 56 |
|
|
2024
Q4 | $405K | Hold |
4,902
| – | – | 0.22% | 66 |
|
|
2024
Q3 | $442K | Hold |
4,902
| – | – | 0.25% | 64 |
|
|
2024
Q2 | $380K | Hold |
4,902
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $352K | Hold |
4,902
| – | – | 0.24% | 71 |
|
|
2023
Q4 | $328K | Hold |
4,902
| – | – | 0.24% | 71 |
|
|
2023
Q3 | $317K | Hold |
4,902
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $344K | Hold |
4,902
| – | – | 0.28% | 68 |
|
|
2023
Q1 | $341K | Buy |
4,902
+22
| +0.5% | +$1.53K | 0.31% | 66 |
|
|
2022
Q4 | $348K | Sell |
4,880
-50
| -1% | -$3.57K | 0.33% | 61 |
|
|
2022
Q3 | $335K | Sell |
4,930
-5
| -0.1% | -$340 | 0.36% | 63 |
|
|
2022
Q2 | $352K | Buy |
4,935
+25
| +0.5% | +$1.78K | 0.36% | 65 |
|
|
2022
Q1 | $356K | Sell |
4,910
-21
| -0.4% | -$1.52K | 0.29% | 62 |
|
|
2021
Q4 | $338K | Buy |
4,931
+5
| +0.1% | +$343 | 0.22% | 66 |
|
|
2021
Q3 | $305K | Hold |
4,926
| – | – | 0.23% | 67 |
|
|
2021
Q2 | $298K | Buy |
4,926
+200
| +4% | +$12.1K | 0.22% | 72 |
|
|
2021
Q1 | $294K | Buy |
+4,726
| New | +$294K | 0.26% | 69 |
|