Lokken Investment 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 | $431K | Sell |
4,697
-264
| -5% | -$24.2K | 0.17% | 91 |
|
|
2025
Q1 | $456K | Buy |
4,961
+218
| +5% | +$20K | 0.19% | 84 |
|
|
2024
Q4 | $390K | Sell |
4,743
-54
| -1% | -$4.45K | 0.17% | 90 |
|
|
2024
Q3 | $433K | Buy |
4,797
+12
| +0.3% | +$1.08K | 0.18% | 96 |
|
|
2024
Q2 | $371K | Hold |
4,785
| – | – | 0.17% | 96 |
|
|
2024
Q1 | $343K | Sell |
4,785
-9
| -0.2% | -$646 | 0.17% | 100 |
|
|
2023
Q4 | $336K | Hold |
4,794
| – | – | 0.19% | 95 |
|
|
2023
Q3 | $310K | Sell |
4,794
-73
| -1% | -$4.73K | 0.2% | 96 |
|
|
2023
Q2 | $342K | Hold |
4,867
| – | – | 0.22% | 94 |
|
|
2023
Q1 | $339K | Buy |
4,867
+166
| +4% | +$11.6K | 0.26% | 89 |
|
|
2022
Q4 | $336K | Hold |
4,701
| – | – | 0.27% | 85 |
|
|
2022
Q3 | $320K | Hold |
4,701
| – | – | 0.28% | 80 |
|
|
2022
Q2 | $335K | Hold |
4,701
| – | – | 0.27% | 79 |
|
|
2022
Q1 | $345K | Hold |
4,701
| – | – | 0.27% | 87 |
|
|
2021
Q4 | $322K | Hold |
4,701
| – | – | 0.23% | 95 |
|
|
2021
Q3 | $291K | Hold |
4,701
| – | – | 0.23% | 92 |
|
|
2021
Q2 | $284K | Hold |
4,701
| – | – | 0.23% | 92 |
|
|
2021
Q1 | $292K | Hold |
4,701
| – | – | 0.26% | 87 |
|
|
2020
Q4 | $289K | Buy |
+4,701
| New | +$289K | 0.26% | 70 |
|