Gentry Private Wealth’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 | $448K | Buy |
4,877
+29
| +0.6% | +$2.66K | 0.34% | 59 |
|
|
2025
Q1 | $446K | Buy |
+4,848
| New | +$446K | 0.37% | 62 |
|
|
2024
Q4 | – | Sell |
-4,029
| Closed | -$363K | – | 70 |
|
|
2024
Q3 | $363K | Sell |
4,029
-176
| -4% | -$15.9K | 0.3% | 61 |
|
|
2024
Q2 | $326K | Buy |
+4,205
| New | +$326K | 0.29% | 64 |
|