DiNuzzo Private Wealth’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 | $3.67K | Sell |
40
-1
| -2% | -$92 | ﹤0.01% | 434 |
|
|
2025
Q1 | $3.77K | Buy |
41
+3
| +8% | +$276 | ﹤0.01% | 412 |
|
|
2024
Q4 | $3.13K | Sell |
38
-1,101
| -97% | -$90.7K | ﹤0.01% | 450 |
|
|
2024
Q3 | $103K | Buy |
1,139
+1
| +0.1% | +$90 | 0.01% | 99 |
|
|
2024
Q2 | $88.3K | Buy |
1,138
+9
| +0.8% | +$698 | 0.01% | 79 |
|
|
2024
Q1 | $81K | Hold |
1,129
| – | – | 0.01% | 75 |
|
|
2023
Q4 | $79.2K | Buy |
+1,129
| New | +$79.2K | 0.01% | 73 |
|