Cross Staff Investments’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 | $536K | Hold |
5,835
| – | – | 0.4% | 72 |
|
|
2025
Q1 | $537K | Hold |
5,835
| – | – | 0.41% | 70 |
|
|
2024
Q4 | $480K | Hold |
5,835
| – | – | 0.33% | 76 |
|
|
2024
Q3 | $526K | Hold |
5,835
| – | – | 0.41% | 68 |
|
|
2024
Q2 | $453K | Hold |
5,835
| – | – | 0.38% | 70 |
|
|
2024
Q1 | $419K | Sell |
5,835
-200
| -3% | -$14.3K | 0.35% | 80 |
|
|
2023
Q4 | $423K | Hold |
6,035
| – | – | 0.37% | 72 |
|
|
2023
Q3 | $391K | Sell |
6,035
-500
| -8% | -$32.4K | 0.38% | 73 |
|
|
2023
Q2 | $459K | Hold |
6,535
| – | – | 0.42% | 69 |
|
|
2023
Q1 | $455K | Hold |
6,535
| – | – | 0.45% | 67 |
|
|
2022
Q4 | $467K | Hold |
6,535
| – | – | 0.49% | 68 |
|
|
2022
Q3 | $444K | Hold |
6,535
| – | – | 0.5% | 61 |
|
|
2022
Q2 | $466K | Hold |
6,535
| – | – | 0.51% | 63 |
|
|
2022
Q1 | $474K | Hold |
6,535
| – | – | 0.44% | 68 |
|
|
2021
Q4 | $448K | Buy |
+6,535
| New | +$448K | 0.4% | 79 |
|