Key Financial Inc’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 | $24.7K | Hold |
269
| – | – | 0.01% | 639 |
|
|
2025
Q1 | $24.7K | Hold |
269
| – | – | 0.01% | 615 |
|
|
2024
Q4 | $22.1K | Hold |
269
| – | – | 0.01% | 631 |
|
|
2024
Q3 | $24.3K | Buy |
269
+13
| +5% | +$1.17K | 0.01% | 610 |
|
|
2024
Q2 | $19.9K | Hold |
256
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $18.4K | Buy |
256
+211
| +469% | +$15.1K | ﹤0.01% | 627 |
|
|
2023
Q4 | $3.16K | Sell |
45
-93
| -67% | -$6.52K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $8.93K | Hold |
138
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $9.69K | Buy |
138
+95
| +221% | +$6.67K | ﹤0.01% | 736 |
|
|
2023
Q1 | $2.99K | Hold |
43
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $2.92K | Hold |
43
| – | – | ﹤0.01% | 889 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 907 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 906 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 890 |
|
|
2021
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 793 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 747 |
|
|
2021
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 661 |
|