Flaharty Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
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|
2026
Q1 | $314K | Sell |
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|
2025
Q4 | $379K | Hold |
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|
2025
Q3 | $412K | Hold |
|
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|
2025
Q2 | $399K | Hold |
|
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|
2025
Q1 | $400K | Sell |
|
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $262K | Hold |
|
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $232K | Buy |
|