Financial Connections Group’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 | $33K | Hold |
360
| – | – | 0.01% | 127 |
|
|
2025
Q1 | $33K | Buy |
+360
| New | +$33K | 0.01% | 115 |
|
|
2023
Q2 | – | Sell |
-914
| Closed | -$63K | – | 270 |
|
|
2023
Q1 | $63K | Hold |
914
| – | – | 0.04% | 77 |
|
|
2022
Q4 | $65K | Hold |
914
| – | – | 0.05% | 76 |
|
|
2022
Q3 | $62K | Hold |
914
| – | – | 0.05% | 67 |
|
|
2022
Q2 | $65K | Hold |
914
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $66K | Hold |
914
| – | – | 0.07% | 85 |
|
|
2021
Q4 | $62K | Buy |
+914
| New | +$62K | 0.06% | 93 |
|