LRI Investments’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 | $85.9K | Sell |
935
-69
| -7% | -$6.34K | 0.01% | 456 |
|
|
2025
Q1 | $92.3K | Buy |
1,004
+69
| +7% | +$6.35K | 0.01% | 432 |
|
|
2024
Q4 | $77K | Sell |
935
-97
| -9% | -$7.99K | 0.01% | 460 |
|
|
2024
Q3 | $89.6K | Sell |
1,032
-91
| -8% | -$7.9K | 0.01% | 430 |
|
|
2024
Q2 | $87.1K | Hold |
1,123
| – | – | 0.01% | 404 |
|
|
2024
Q1 | $80.6K | Buy |
+1,123
| New | +$80.6K | 0.02% | 225 |
|