Financial Partners Group (Tennessee)’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 | $279K | Sell |
3,037
-2,677
| -47% | -$246K | 0.1% | 80 |
|
|
2025
Q1 | $525K | Sell |
5,714
-199
| -3% | -$18.3K | 0.23% | 64 |
|
|
2024
Q4 | $487K | Buy |
5,913
+2,999
| +103% | +$247K | 0.2% | 66 |
|
|
2024
Q3 | $263K | Hold |
2,914
| – | – | 0.1% | 88 |
|
|
2024
Q2 | $226K | Buy |
2,914
+87
| +3% | +$6.75K | 0.09% | 92 |
|
|
2024
Q1 | $203K | Buy |
+2,827
| New | +$203K | 0.08% | 94 |
|