Comprehensive Financial Consultants Institutional’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 | $267K | Buy |
2,908
+328
| +13% | +$30.1K | 0.09% | 165 |
|
|
2025
Q1 | $237K | Buy |
2,580
+100
| +4% | +$9.2K | 0.08% | 165 |
|
|
2024
Q4 | $204K | Hold |
2,480
| – | – | 0.07% | 164 |
|
|
2024
Q3 | $224K | Buy |
+2,480
| New | +$224K | 0.08% | 158 |
|
|
2023
Q3 | – | Sell |
-3,315
| Closed | -$233K | – | 165 |
|
|
2023
Q2 | $233K | Hold |
3,315
| – | – | 0.12% | 147 |
|
|
2023
Q1 | $231K | Hold |
3,315
| – | – | 0.13% | 145 |
|
|
2022
Q4 | $233K | Buy |
+3,315
| New | +$233K | 0.14% | 137 |
|
|
2022
Q1 | – | Sell |
-2,480
| Closed | -$161K | – | 445 |
|
|
2021
Q4 | $161K | Buy |
+2,480
| New | +$161K | 0.1% | 170 |
|