IFA
Interactive Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
2,208
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $203K | Buy |
+2,208
| New | +$203K | 0.11% | 84 |
|
|
2023
Q1 | – | Sell |
-2,208
| Closed | -$158K | – | 144 |
|
|
2022
Q4 | $158K | Hold |
2,208
| – | – | 0.09% | 100 |
|
|
2022
Q3 | $150K | Hold |
2,208
| – | – | 0.09% | 96 |
|
|
2022
Q2 | $157K | Hold |
2,208
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $160K | Sell |
2,208
-65
| -3% | -$4.71K | 0.07% | 94 |
|
|
2021
Q4 | $152K | Buy |
2,273
+65
| +3% | +$4.35K | 0.06% | 95 |
|
|
2021
Q3 | $137K | Hold |
2,208
| – | – | 0.06% | 94 |
|
|
2021
Q2 | $134K | Hold |
2,208
| – | – | 0.05% | 98 |
|
|
2021
Q1 | $137K | Hold |
2,208
| – | – | 0.06% | 93 |
|
|
2020
Q4 | $136K | Hold |
2,208
| – | – | 0.06% | 87 |
|
|
2020
Q3 | $120K | Hold |
2,208
| – | – | 0.06% | 82 |
|
|
2020
Q2 | $114K | Hold |
2,208
| – | – | 0.06% | 81 |
|
|
2020
Q1 | $120K | Hold |
2,208
| – | – | 0.11% | 53 |
|
|
2019
Q4 | $141K | Hold |
2,208
| – | – | 0.06% | 85 |
|
|
2019
Q3 | $136K | Hold |
2,208
| – | – | 0.06% | 80 |
|
|
2019
Q2 | $122K | Hold |
2,208
| – | – | 0.06% | 84 |
|
|
2019
Q1 | $114K | Buy |
+2,208
| New | +$114K | 0.05% | 76 |
|