Larson 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 | $1.06M | Buy |
11,595
+170
| +1% | +$15.6K | 0.04% | 283 |
|
|
2025
Q1 | $1.05M | Buy |
11,425
+1,231
| +12% | +$113K | 0.05% | 259 |
|
|
2024
Q4 | $839K | Buy |
10,194
+2,323
| +30% | +$191K | 0.04% | 270 |
|
|
2024
Q3 | $710K | Buy |
7,871
+4,373
| +125% | +$394K | 0.04% | 272 |
|
|
2024
Q2 | $271K | Buy |
3,498
+2,154
| +160% | +$167K | 0.02% | 385 |
|
|
2024
Q1 | $96.4K | Buy |
1,344
+350
| +35% | +$25.1K | 0.01% | 547 |
|
|
2023
Q4 | $69.7K | Buy |
994
+305
| +44% | +$21.4K | 0.01% | 559 |
|
|
2023
Q3 | $44.6K | Buy |
689
+265
| +63% | +$17.1K | ﹤0.01% | 643 |
|
|
2023
Q2 | $29.8K | Sell |
424
-61
| -13% | -$4.28K | ﹤0.01% | 647 |
|
|
2023
Q1 | $33.7K | Sell |
485
-322
| -40% | -$22.4K | ﹤0.01% | 626 |
|
|
2022
Q4 | $57.6K | Hold |
807
| – | – | 0.01% | 494 |
|
|
2022
Q3 | $55K | Hold |
807
| – | – | 0.01% | 454 |
|
|
2022
Q2 | $58K | Hold |
807
| – | – | 0.01% | 343 |
|
|
2022
Q1 | $58K | Hold |
807
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $55K | Hold |
807
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $50K | Buy |
807
+1
| +0.1% | +$62 | 0.01% | 299 |
|
|
2021
Q2 | $49K | Buy |
806
+67
| +9% | +$4.07K | 0.01% | 281 |
|
|
2021
Q1 | $46K | Buy |
739
+700
| +1,795% | +$43.6K | 0.01% | 274 |
|
|
2020
Q4 | $2K | Buy |
39
+28
| +255% | +$1.44K | ﹤0.01% | 650 |
|
|
2020
Q3 | $1K | Sell |
11
-214
| -95% | -$19.5K | ﹤0.01% | 683 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $12K | Buy |
225
+214
| +1,945% | +$11.4K | 0.01% | 274 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $1K | Sell |
11
-6
| -35% | -$545 | ﹤0.01% | 465 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 461 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 441 |
|