Diligent Investors’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 | $538K | Buy |
5,859
+4
| +0.1% | +$367 | 0.13% | 187 |
|
|
2025
Q1 | $538K | Sell |
5,855
-97
| -2% | -$8.92K | 0.13% | 195 |
|
|
2024
Q4 | $490K | Buy |
5,952
+4
| +0.1% | +$329 | 0.11% | 212 |
|
|
2024
Q3 | $536K | Buy |
5,948
+104
| +2% | +$9.38K | 0.12% | 192 |
|
|
2024
Q2 | $453K | Sell |
5,844
-96
| -2% | -$7.45K | 0.11% | 203 |
|
|
2024
Q1 | $426K | Buy |
5,940
+4
| +0.1% | +$287 | 0.11% | 211 |
|
|
2023
Q4 | $416K | Sell |
5,936
-196
| -3% | -$13.7K | 0.11% | 201 |
|
|
2023
Q3 | $397K | Buy |
6,132
+5
| +0.1% | +$324 | 0.12% | 182 |
|
|
2023
Q2 | $430K | Buy |
6,127
+4
| +0.1% | +$281 | 0.13% | 171 |
|
|
2023
Q1 | $426K | Buy |
6,123
+380
| +7% | +$26.4K | 0.13% | 166 |
|
|
2022
Q4 | $410K | Buy |
+5,743
| New | +$410K | 0.13% | 171 |
|