Horizon Financial Services’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 | $11.5K | Sell |
125
-65
| -34% | -$5.97K | 0.01% | 127 |
|
|
2025
Q1 | $17.5K | Hold |
190
| – | – | 0.01% | 104 |
|
|
2024
Q4 | $15.6K | Hold |
190
| – | – | 0.01% | 107 |
|
|
2024
Q3 | $17.1K | Hold |
190
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $14.7K | Hold |
190
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $13.6K | Buy |
+190
| New | +$13.6K | 0.01% | 122 |
|
|
2021
Q1 | – | Sell |
-953
| Closed | -$59K | – | 139 |
|
|
2020
Q4 | $59K | Hold |
953
| – | – | 0.05% | 35 |
|
|
2020
Q3 | $52K | Buy |
+953
| New | +$52K | 0.05% | 35 |
|