CFS
Commonwealth Financial Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Hold |
2,181
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $201K | Buy |
+2,181
| New | +$201K | 0.04% | 192 |
|
|
2017
Q1 | $25K | Hold |
488
| – | – | 0.03% | 132 |
|
|
2016
Q4 | $24K | Hold |
488
| – | – | 0.02% | 124 |
|
|
2016
Q3 | $25K | Sell |
488
-333
| -41% | -$17.1K | 0.02% | 115 |
|
|
2016
Q2 | $44K | Sell |
821
-569
| -41% | -$30.5K | 0.05% | 92 |
|
|
2016
Q1 | $72K | Buy |
1,390
+1,190
| +595% | +$61.6K | 0.11% | 73 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | 0.03% | 162 |
|
|
2015
Q3 | $9K | Sell |
200
-9,032
| -98% | -$406K | 0.01% | 164 |
|
|
2015
Q2 | $387K | Sell |
9,232
-179
| -2% | -$7.5K | 0.42% | 25 |
|
|
2015
Q1 | $417K | Buy |
9,411
+218
| +2% | +$9.66K | 0.37% | 30 |
|
|
2014
Q4 | $451K | Buy |
+9,193
| New | +$451K | 0.4% | 29 |
|