Empire Financial Management Company’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 | $1.26M | Hold |
13,667
| – | – | 0.36% | 85 |
|
|
2025
Q1 | $1.26M | Sell |
13,667
-3,366
| -20% | -$310K | 0.39% | 80 |
|
|
2024
Q4 | $1.4M | Buy |
17,033
+3,366
| +25% | +$277K | 0.44% | 72 |
|
|
2024
Q3 | $1.23M | Hold |
13,667
| – | – | 0.38% | 79 |
|
|
2024
Q2 | $1.06M | Hold |
13,667
| – | – | 0.35% | 83 |
|
|
2024
Q1 | $980K | Hold |
13,667
| – | – | 0.32% | 88 |
|
|
2023
Q4 | $958K | Hold |
13,667
| – | – | 0.38% | 75 |
|
|
2023
Q3 | $885K | Hold |
13,667
| – | – | 0.39% | 75 |
|
|
2023
Q2 | $960K | Hold |
13,667
| – | – | 0.38% | 72 |
|
|
2023
Q1 | $951K | Buy |
+13,667
| New | +$951K | 0.39% | 75 |
|