Cornerstone Planning Group’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 | $199K | Sell |
2,111
-391
| -16% | -$36.9K | 0.04% | 86 |
|
|
2025
Q1 | $228K | Buy |
2,502
+264
| +12% | +$24.1K | 0.05% | 81 |
|
|
2024
Q4 | $194K | Buy |
2,238
+9
| +0.4% | +$778 | 0.05% | 72 |
|
|
2024
Q3 | $200K | Buy |
2,229
+239
| +12% | +$21.5K | 0.05% | 69 |
|
|
2024
Q2 | $172K | Buy |
1,990
+1,328
| +201% | +$115K | 0.05% | 87 |
|
|
2024
Q1 | $50.2K | Sell |
662
-67
| -9% | -$5.08K | 0.02% | 174 |
|
|
2023
Q4 | $51.1K | Sell |
729
-98
| -12% | -$6.88K | 0.02% | 182 |
|
|
2023
Q3 | $53.5K | Sell |
827
-142
| -15% | -$9.19K | 0.02% | 175 |
|
|
2023
Q2 | $68.1K | Buy |
+969
| New | +$68.1K | 0.03% | 192 |
|
|
2022
Q4 | $69.9K | Buy |
+1,051
| New | +$69.9K | 0.03% | 213 |
|