Investment Research & Advisory Group’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 | $46.3K | Buy |
+504
| New | +$46.3K | 0.02% | 110 |
|
|
2022
Q3 | – | Sell |
-331
| Closed | -$24K | – | 178 |
|
|
2022
Q2 | $24K | Buy |
+331
| New | +$24K | 0.02% | 111 |
|
|
2020
Q4 | – | Sell |
-205
| Closed | -$11K | – | 160 |
|
|
2020
Q3 | $11K | Hold |
205
| – | – | 0.01% | 127 |
|
|
2020
Q2 | $11K | Hold |
205
| – | – | 0.01% | 128 |
|
|
2020
Q1 | $11K | Sell |
205
-827
| -80% | -$44.4K | 0.01% | 122 |
|
|
2019
Q4 | $66K | Buy |
+1,032
| New | +$66K | 0.06% | 96 |
|