Delta Financial 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
Q1 | $671K | Sell |
7,553
-268
| -3% | -$23.8K | 0.15% | 108 |
|
|
2024
Q4 | $644K | Buy |
+7,821
| New | +$644K | 0.15% | 107 |
|
|
2024
Q2 | – | Sell |
-7,394
| Closed | -$530K | – | 218 |
|
|
2024
Q1 | $530K | Buy |
7,394
+75
| +1% | +$5.38K | 0.16% | 112 |
|
|
2023
Q4 | $513K | Buy |
7,319
+17
| +0.2% | +$1.19K | 0.16% | 106 |
|
|
2023
Q3 | $473K | Buy |
+7,302
| New | +$473K | 0.16% | 106 |
|
|
2023
Q2 | – | Sell |
-7,005
| Closed | -$487K | – | 177 |
|
|
2023
Q1 | $487K | Buy |
7,005
+261
| +4% | +$18.1K | 0.19% | 93 |
|
|
2022
Q4 | $487K | Buy |
+6,744
| New | +$487K | 0.22% | 88 |
|