IP
Ignite Planners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
18,052
-998
| -5% | -$93.9K | 0.3% | 86 |
|
|
2025
Q1 | $1.74M | Buy |
19,050
+3,771
| +25% | +$345K | 0.34% | 75 |
|
|
2024
Q4 | $1.26M | Buy |
15,279
+27
| +0.2% | +$2.22K | 0.28% | 86 |
|
|
2024
Q3 | $1.38M | Sell |
15,252
-430
| -3% | -$38.8K | 0.32% | 79 |
|
|
2024
Q2 | $1.22M | Buy |
15,682
+89
| +0.6% | +$6.95K | 0.3% | 84 |
|
|
2024
Q1 | $1.11M | Sell |
15,593
-2,265
| -13% | -$161K | 0.31% | 81 |
|
|
2023
Q4 | $1.27M | Sell |
17,858
-1,658
| -8% | -$117K | 0.38% | 70 |
|
|
2023
Q3 | $1.26M | Buy |
19,516
+399
| +2% | +$25.8K | 0.38% | 67 |
|
|
2023
Q2 | $1.35M | Sell |
19,117
-303
| -2% | -$21.4K | 0.52% | 45 |
|
|
2023
Q1 | $1.4M | Buy |
19,420
+593
| +3% | +$42.7K | 0.57% | 42 |
|
|
2022
Q4 | $1.28M | Buy |
18,827
+362
| +2% | +$24.6K | 0.54% | 44 |
|
|
2022
Q3 | $1.29M | Buy |
18,465
+569
| +3% | +$39.7K | 1.03% | 19 |
|
|
2022
Q2 | $1.28M | Sell |
17,896
-1,733
| -9% | -$124K | 1.05% | 16 |
|
|
2022
Q1 | $1.49M | Buy |
19,629
+530
| +3% | +$40.2K | 1% | 22 |
|
|
2021
Q4 | $1.3M | Buy |
+19,099
| New | +$1.3M | 0.85% | 30 |
|