CPC
Consolidated Planning Corp’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
18,257
-1,884
| -9% | -$173K | 0.21% | 93 |
|
|
2025
Q1 | $1.85M | Sell |
20,141
-52
| -0.3% | -$4.78K | 0.25% | 85 |
|
|
2024
Q4 | $1.66M | Buy |
20,193
+529
| +3% | +$43.5K | 0.23% | 80 |
|
|
2024
Q3 | $1.77M | Buy |
19,664
+304
| +2% | +$27.4K | 0.26% | 77 |
|
|
2024
Q2 | $1.5M | Sell |
19,360
-2,613
| -12% | -$203K | 0.25% | 81 |
|
|
2024
Q1 | $1.58M | Sell |
21,973
-472
| -2% | -$33.9K | 0.27% | 78 |
|
|
2023
Q4 | $1.57M | Sell |
22,445
-148
| -0.7% | -$10.4K | 0.29% | 76 |
|
|
2023
Q3 | $1.46M | Buy |
22,593
+1,526
| +7% | +$98.8K | 0.32% | 75 |
|
|
2023
Q2 | $1.48M | Buy |
21,067
+3,627
| +21% | +$255K | 0.31% | 79 |
|
|
2023
Q1 | $1.21M | Sell |
17,440
-63
| -0.4% | -$4.38K | 0.31% | 76 |
|
|
2022
Q4 | $1.25M | Sell |
17,503
-135
| -0.8% | -$9.64K | 0.35% | 73 |
|
|
2022
Q3 | $1.2M | Sell |
17,638
-335
| -2% | -$22.8K | 0.37% | 64 |
|
|
2022
Q2 | $1.28M | Hold |
17,973
| – | – | 0.4% | 64 |
|
|
2022
Q1 | $1.3M | Sell |
17,973
-5,648
| -24% | -$409K | 0.9% | 17 |
|
|
2021
Q4 | $1.62M | Buy |
23,621
+165
| +0.7% | +$11.3K | 1.04% | 15 |
|
|
2021
Q3 | $1.45M | Buy |
23,456
+209
| +0.9% | +$13K | 0.94% | 15 |
|
|
2021
Q2 | $1.41M | Buy |
23,247
+215
| +0.9% | +$13K | 1.04% | 15 |
|
|
2021
Q1 | $1.43M | Sell |
23,032
-2,960
| -11% | -$184K | 0.91% | 16 |
|
|
2020
Q4 | $1.6M | Buy |
25,992
+247
| +1% | +$15.2K | 1.04% | 17 |
|
|
2020
Q3 | $1.4M | Buy |
25,745
+291
| +1% | +$15.8K | 1.04% | 16 |
|
|
2020
Q2 | $1.32M | Buy |
25,454
+253
| +1% | +$13.1K | 1.29% | 15 |
|
|
2020
Q1 | $1.36M | Buy |
25,201
+210
| +0.8% | +$11.4K | 1.71% | 11 |
|
|
2019
Q4 | $1.59M | Buy |
+24,991
| New | +$1.59M | 1.57% | 10 |
|