CPRC
Consolidated Portfolio Review Corp’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
5,436
+223
| +4% | +$20.5K | 0.07% | 256 |
|
|
2025
Q1 | $479K | Buy |
+5,213
| New | +$479K | 0.08% | 226 |
|
|
2024
Q1 | – | Sell |
-32,245
| Closed | -$2.26M | – | 320 |
|
|
2023
Q4 | $2.26M | Hold |
32,245
| – | – | 0.52% | 55 |
|
|
2023
Q3 | $2.09M | Buy |
32,245
+15,000
| +87% | +$971K | 0.51% | 54 |
|
|
2023
Q2 | $1.21M | Hold |
17,245
| – | – | 0.29% | 93 |
|
|
2023
Q1 | $1.2M | Buy |
+17,245
| New | +$1.2M | 0.32% | 82 |
|