Envestnet Portfolio Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
78,632
-56,823
| -42% | -$5.22M | 0.03% | 275 |
|
|
2025
Q1 | $12.5M | Sell |
135,455
-8,306
| -6% | -$764K | 0.05% | 191 |
|
|
2024
Q4 | $11.8M | Buy |
143,761
+6,021
| +4% | +$496K | 0.04% | 221 |
|
|
2024
Q3 | $12.4M | Sell |
137,740
-13,097
| -9% | -$1.18M | 0.04% | 215 |
|
|
2024
Q2 | $11.7M | Sell |
150,837
-360
| -0.2% | -$27.9K | 0.04% | 210 |
|
|
2024
Q1 | $10.8M | Buy |
151,197
+8,197
| +6% | +$588K | 0.04% | 216 |
|
|
2023
Q4 | $10M | Buy |
143,000
+15,644
| +12% | +$1.1M | 0.04% | 207 |
|
|
2023
Q3 | $8.24M | Buy |
+127,356
| New | +$8.24M | 0.04% | 214 |
|