Kingdom Financial Group’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 | – | Sell |
-2,485
| Closed | -$228K | – | 67 |
|
|
2025
Q1 | $228K | Sell |
2,485
-1,208
| -33% | -$111K | 0.17% | 42 |
|
|
2024
Q4 | $304K | Buy |
3,693
+10
| +0.3% | +$823 | 0.21% | 40 |
|
|
2024
Q3 | $332K | Sell |
3,683
-1
| -0% | -$90 | 0.25% | 35 |
|
|
2024
Q2 | $286K | Sell |
3,684
-266
| -7% | -$20.6K | 0.19% | 41 |
|
|
2024
Q1 | $283K | Sell |
3,950
-941
| -19% | -$67.5K | 0.2% | 46 |
|
|
2023
Q4 | $343K | Sell |
4,891
-252
| -5% | -$17.7K | 0.3% | 52 |
|
|
2023
Q3 | $333K | Buy |
5,143
+7
| +0.1% | +$453 | 0.31% | 50 |
|
|
2023
Q2 | $361K | Buy |
+5,136
| New | +$361K | 0.35% | 46 |
|