Longview Financial Advisors’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 | $414K | Buy |
4,511
+195
| +5% | +$17.9K | 0.35% | 31 |
|
|
2025
Q1 | $397K | Buy |
4,316
+4
| +0.1% | +$368 | 0.34% | 34 |
|
|
2024
Q4 | $355K | Sell |
4,312
-384
| -8% | -$31.6K | 0.28% | 37 |
|
|
2024
Q3 | $424K | Buy |
4,696
+392
| +9% | +$35.4K | 0.31% | 33 |
|
|
2024
Q2 | $334K | Buy |
4,304
+4
| +0.1% | +$310 | 0.25% | 39 |
|
|
2024
Q1 | $309K | Buy |
4,300
+4
| +0.1% | +$287 | 0.23% | 39 |
|
|
2023
Q4 | $301K | Buy |
+4,296
| New | +$301K | 0.24% | 34 |
|