CRA Financial Services’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 | $257K | Sell |
2,797
-202
| -7% | -$18.6K | 0.04% | 234 |
|
|
2025
Q1 | $276K | Hold |
2,999
| – | – | 0.05% | 214 |
|
|
2024
Q4 | $247K | Hold |
2,999
| – | – | 0.04% | 223 |
|
|
2024
Q3 | $270K | Hold |
2,999
| – | – | 0.05% | 210 |
|
|
2024
Q2 | $233K | Hold |
2,999
| – | – | 0.05% | 225 |
|
|
2024
Q1 | $215K | Hold |
2,999
| – | – | 0.05% | 228 |
|
|
2023
Q4 | $210K | Buy |
+2,999
| New | +$210K | 0.05% | 210 |
|
|
2023
Q3 | – | Sell |
-2,950
| Closed | -$207K | – | 211 |
|
|
2023
Q2 | $207K | Hold |
2,950
| – | – | 0.06% | 197 |
|
|
2023
Q1 | $205K | Hold |
2,950
| – | – | 0.06% | 196 |
|
|
2022
Q4 | $211K | Sell |
2,950
-217
| -7% | -$15.5K | 0.07% | 188 |
|
|
2022
Q3 | $215K | Sell |
3,167
-70
| -2% | -$4.75K | 0.08% | 174 |
|
|
2022
Q2 | $231K | Hold |
3,237
| – | – | 0.08% | 172 |
|
|
2022
Q1 | $235K | Hold |
3,237
| – | – | 0.07% | 180 |
|
|
2021
Q4 | $222K | Hold |
3,237
| – | – | 0.07% | 189 |
|
|
2021
Q3 | $201K | Buy |
+3,237
| New | +$201K | 0.07% | 188 |
|