JDM Financial 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 | $9.18K | Hold |
100
| – | – | ﹤0.01% | 191 |
|
|
2025
Q1 | $9.2K | Hold |
100
| – | – | ﹤0.01% | 182 |
|
|
2024
Q4 | $8.23K | Sell |
100
-17
| -15% | -$1.4K | ﹤0.01% | 191 |
|
|
2024
Q3 | $10.6K | Buy |
+117
| New | +$10.6K | 0.01% | 170 |
|
|
2024
Q1 | – | Sell |
-2,165
| Closed | -$152K | – | 215 |
|
|
2023
Q4 | $152K | Hold |
2,165
| – | – | 0.13% | 43 |
|
|
2023
Q3 | $140K | Buy |
+2,165
| New | +$140K | 0.13% | 42 |
|