Lakeshore Financial Planning’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 | $750K | Buy |
8,171
+58
| +0.7% | +$5.33K | 0.3% | 27 |
|
|
2025
Q1 | $746K | Buy |
8,113
+49
| +0.6% | +$4.51K | 0.31% | 26 |
|
|
2024
Q4 | $664K | Buy |
8,064
+51
| +0.6% | +$4.2K | 0.28% | 26 |
|
|
2024
Q3 | $723K | Buy |
8,013
+548
| +7% | +$49.4K | 0.32% | 24 |
|
|
2024
Q2 | $579K | Buy |
7,465
+54
| +0.7% | +$4.19K | 0.28% | 25 |
|
|
2024
Q1 | $532K | Buy |
7,411
+64
| +0.9% | +$4.59K | 0.27% | 27 |
|
|
2023
Q4 | $515K | Sell |
7,347
-137
| -2% | -$9.61K | 0.29% | 25 |
|
|
2023
Q3 | $484K | Buy |
+7,484
| New | +$484K | 0.28% | 28 |
|