Fee-Only Financial Planning’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 | $519K | Hold |
5,650
| – | – | 0.32% | 26 |
|
|
2025
Q1 | $520K | Hold |
5,650
| – | – | 0.35% | 25 |
|
|
2024
Q4 | $465K | Hold |
5,650
| – | – | 0.3% | 26 |
|
|
2024
Q3 | $510K | Sell |
5,650
-500
| -8% | -$45.1K | 0.33% | 26 |
|
|
2024
Q2 | $477K | Hold |
6,150
| – | – | 0.32% | 26 |
|
|
2024
Q1 | $441K | Hold |
6,150
| – | – | 0.3% | 27 |
|
|
2023
Q4 | $431K | Hold |
6,150
| – | – | 0.31% | 26 |
|
|
2023
Q3 | $398K | Hold |
6,150
| – | – | 0.32% | 25 |
|
|
2023
Q2 | $432K | Hold |
6,150
| – | – | 0.33% | 26 |
|
|
2023
Q1 | $428K | Hold |
6,150
| – | – | 0.35% | 27 |
|
|
2022
Q4 | $439K | Buy |
+6,150
| New | +$439K | 0.37% | 26 |
|