Cyrus J. Lawrence’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$16K | – | 149 |
|
|
2024
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 168 |
|
|
2024
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 147 |
|
|
2024
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 153 |
|
|
2024
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 145 |
|
|
2023
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 127 |
|
|
2023
Q2 | $14 | Hold |
200
| – | – | ﹤0.01% | 136 |
|
|
2023
Q1 | $14K | Sell |
200
-967
| -83% | -$67.7K | ﹤0.01% | 142 |
|
|
2022
Q4 | $83K | Hold |
1,167
| – | – | 0.02% | 91 |
|
|
2022
Q3 | $79K | Sell |
1,167
-1,450
| -55% | -$98.2K | 0.02% | 92 |
|
|
2022
Q2 | $187K | Hold |
2,617
| – | – | 0.05% | 83 |
|
|
2022
Q1 | $190K | Buy |
+2,617
| New | +$190K | 0.04% | 85 |
|