JAG
Journey Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
9,798
-35
| -0.4% | -$3.21K | 0.07% | 169 |
|
|
2025
Q1 | $904K | Sell |
9,833
-200
| -2% | -$18.4K | 0.07% | 156 |
|
|
2024
Q4 | $778K | Hold |
10,033
| – | – | 0.09% | 120 |
|
|
2024
Q3 | $778K | Hold |
10,033
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $778K | Hold |
10,033
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $720K | Hold |
10,033
| – | – | 0.09% | 131 |
|
|
2023
Q4 | $704K | Sell |
10,033
-25
| -0.2% | -$1.75K | 0.1% | 124 |
|
|
2023
Q3 | $651K | Hold |
10,058
| – | – | 0.1% | 127 |
|
|
2023
Q2 | $707K | Buy |
10,058
+300
| +3% | +$21.1K | 0.11% | 127 |
|
|
2023
Q1 | $679K | Buy |
9,758
+232
| +2% | +$16.1K | 0.11% | 132 |
|
|
2022
Q4 | $680K | Buy |
9,526
+5,921
| +164% | +$423K | 0.17% | 113 |
|
|
2022
Q3 | $245K | Sell |
3,605
-1,500
| -29% | -$102K | 0.06% | 206 |
|
|
2022
Q2 | $391K | Buy |
5,105
+882
| +21% | +$67.6K | 0.09% | 176 |
|
|
2022
Q1 | $306K | Buy |
+4,223
| New | +$306K | 0.08% | 184 |
|