Financial Partners Group (Kansas)’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 | $286K | Sell |
3,111
-33
| -1% | -$3.03K | 0.04% | 163 |
|
|
2025
Q1 | $289K | Buy |
3,144
+16
| +0.5% | +$1.47K | 0.04% | 148 |
|
|
2024
Q4 | $258K | Buy |
3,128
+42
| +1% | +$3.46K | 0.04% | 156 |
|
|
2024
Q3 | $278K | Buy |
3,086
+57
| +2% | +$5.14K | 0.04% | 150 |
|
|
2024
Q2 | $235K | Sell |
3,029
-1,402
| -32% | -$109K | 0.04% | 161 |
|
|
2024
Q1 | $318K | Buy |
+4,431
| New | +$318K | 0.05% | 136 |
|
|
2023
Q2 | – | Sell |
-3,978
| Closed | -$277K | – | 170 |
|
|
2023
Q1 | $277K | Sell |
3,978
-192
| -5% | -$13.4K | 0.06% | 129 |
|
|
2022
Q4 | $280K | Buy |
+4,170
| New | +$280K | 0.06% | 134 |
|
|
2022
Q2 | – | Sell |
-2,842
| Closed | -$206K | – | 163 |
|
|
2022
Q1 | $206K | Sell |
2,842
-229
| -7% | -$16.6K | 0.04% | 156 |
|
|
2021
Q4 | $213K | Buy |
+3,071
| New | +$213K | 0.05% | 156 |
|
|
2021
Q2 | – | Sell |
-3,628
| Closed | -$226K | – | 154 |
|
|
2021
Q1 | $226K | Sell |
3,628
-19
| -0.5% | -$1.18K | 0.06% | 131 |
|
|
2020
Q4 | $218K | Buy |
+3,647
| New | +$218K | 0.07% | 121 |
|