ES
Eagle Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
9,408
+3
| +0% | +$276 | 0.13% | 114 |
|
|
2025
Q1 | $865K | Sell |
9,405
-46
| -0.5% | -$4.23K | 0.15% | 111 |
|
|
2024
Q4 | $778K | Buy |
9,451
+53
| +0.6% | +$4.36K | 0.13% | 116 |
|
|
2024
Q3 | $848K | Buy |
9,398
+3
| +0% | +$271 | 0.15% | 103 |
|
|
2024
Q2 | $729K | Buy |
9,395
+6,594
| +235% | +$511K | 0.14% | 111 |
|
|
2024
Q1 | $201K | Sell |
2,801
-6,222
| -69% | -$446K | 0.04% | 257 |
|
|
2023
Q4 | $633K | Sell |
9,023
-93
| -1% | -$6.52K | 0.14% | 108 |
|
|
2023
Q3 | $590K | Buy |
9,116
+3
| +0% | +$194 | 0.15% | 107 |
|
|
2023
Q2 | $640K | Buy |
9,113
+2
| +0% | +$141 | 0.16% | 104 |
|
|
2023
Q1 | $634K | Buy |
9,111
+3
| +0% | +$209 | 0.16% | 100 |
|
|
2022
Q4 | $650K | Buy |
+9,108
| New | +$650K | 0.19% | 94 |
|
|
2022
Q3 | – | Sell |
-9,269
| Closed | -$661K | – | 139 |
|
|
2022
Q2 | $661K | Sell |
9,269
-37
| -0.4% | -$2.64K | 0.24% | 81 |
|
|
2022
Q1 | $675K | Buy |
9,306
+42
| +0.5% | +$3.05K | 0.26% | 70 |
|
|
2021
Q4 | $635K | Buy |
+9,264
| New | +$635K | 0.25% | 74 |
|