Jentner Corp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,759
| Closed | -$309K | – | 58 |
|
|
2024
Q4 | $309K | Sell |
3,759
-1,201
| -24% | -$98.9K | 0.09% | 45 |
|
|
2024
Q3 | $447K | Hold |
4,960
| – | – | 0.14% | 35 |
|
|
2024
Q2 | $385K | Buy |
4,960
+42
| +0.9% | +$3.26K | 0.13% | 35 |
|
|
2024
Q1 | $353K | Buy |
4,918
+46
| +0.9% | +$3.3K | 0.12% | 36 |
|
|
2023
Q4 | $342K | Buy |
+4,872
| New | +$342K | 0.13% | 34 |
|