Kapstone Financial Advisors’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 | $540K | Hold |
5,885
| – | – | 0.27% | 56 |
|
|
2025
Q1 | $541K | Sell |
5,885
-1
| -0% | -$92 | 0.31% | 55 |
|
|
2024
Q4 | $488K | Hold |
5,886
| – | – | 0.26% | 60 |
|
|
2024
Q3 | $530K | Hold |
5,886
| – | – | 0.32% | 58 |
|
|
2024
Q2 | $457K | Sell |
5,886
-66
| -1% | -$5.12K | 0.3% | 60 |
|
|
2024
Q1 | $427K | Hold |
5,952
| – | – | 0.29% | 63 |
|
|
2023
Q4 | $412K | Buy |
5,952
+66
| +1% | +$4.57K | 0.32% | 61 |
|
|
2023
Q3 | $381K | Buy |
5,886
+16
| +0.3% | +$1.04K | 0.34% | 58 |
|
|
2023
Q2 | $418K | Hold |
5,870
| – | – | 0.35% | 60 |
|
|
2023
Q1 | $425K | Hold |
5,870
| – | – | 0.38% | 57 |
|
|
2022
Q4 | $403K | Buy |
+5,870
| New | +$403K | 0.37% | 61 |
|