Keynote Financial Services’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 | $389K | Hold |
4,238
| – | – | 0.26% | 103 |
|
|
2025
Q1 | $390K | Hold |
4,238
| – | – | 0.28% | 100 |
|
|
2024
Q4 | $349K | Sell |
4,238
-425
| -9% | -$35K | 0.27% | 101 |
|
|
2024
Q3 | $421K | Sell |
4,663
-295
| -6% | -$26.6K | 0.32% | 87 |
|
|
2024
Q2 | $385K | Hold |
4,958
| – | – | 0.32% | 88 |
|
|
2024
Q1 | $356K | Buy |
+4,958
| New | +$356K | 0.3% | 94 |
|