Financial Perspectives’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 | $5.32K | Hold |
58
| – | – | ﹤0.01% | 574 |
|
|
2025
Q1 | $5.33K | Sell |
58
-255
| -81% | -$23.4K | ﹤0.01% | 565 |
|
|
2024
Q4 | $25.8K | Buy |
313
+57
| +22% | +$4.7K | 0.01% | 380 |
|
|
2024
Q3 | $23.1K | Hold |
256
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $19.9K | Hold |
256
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $18.4K | Hold |
256
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $18K | Hold |
256
| – | – | 0.01% | 393 |
|
|
2023
Q3 | $16.6K | Hold |
256
| – | – | 0.01% | 383 |
|
|
2023
Q2 | $18K | Hold |
256
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $17.8K | Hold |
256
| – | – | 0.01% | 371 |
|
|
2022
Q4 | $18.3K | Hold |
256
| – | – | 0.01% | 369 |
|
|
2022
Q3 | $17.4K | Hold |
256
| – | – | 0.01% | 366 |
|
|
2022
Q2 | $18.3K | Hold |
256
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $18.6K | Hold |
256
| – | – | 0.01% | 385 |
|
|
2021
Q4 | $17.6K | Hold |
256
| – | – | 0.01% | 373 |
|
|
2021
Q3 | $15.9K | Hold |
256
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $15.5K | Sell |
256
-15,657
| -98% | -$947K | 0.01% | 412 |
|
|
2021
Q1 | $256K | Buy |
15,913
+12,657
| +389% | +$204K | 0.01% | 372 |
|
|
2020
Q4 | $200K | Hold |
3,256
| – | – | 0.11% | 117 |
|
|
2020
Q3 | $177K | Hold |
3,256
| – | – | 0.12% | 106 |
|
|
2020
Q2 | $169K | Hold |
3,256
| – | – | 0.12% | 101 |
|
|
2020
Q1 | $176K | Hold |
3,256
| – | – | 0.14% | 79 |
|
|
2019
Q4 | $207K | Buy |
+3,256
| New | +$207K | 0.14% | 84 |
|