Financial Enhancement 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 | $642K | Sell |
6,927
-370
| -5% | -$34.3K | 0.09% | 99 |
|
|
2025
Q1 | $670K | Buy |
7,297
+3,312
| +83% | +$304K | 0.1% | 90 |
|
|
2024
Q4 | $326K | Buy |
+3,985
| New | +$326K | 0.05% | 104 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$4K | – | 289 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 212 |
|
|
2022
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 218 |
|