Luts & Greenleigh 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
$274K Buy
2,979
+3
+0.1% +$275 0.26% 62
2025
Q1
$274K Buy
2,976
+3
+0.1% +$276 0.27% 64
2024
Q4
$245K Buy
2,973
+28
+1% +$2.31K 0.24% 72
2024
Q3
$266K Buy
2,945
+18
+0.6% +$1.62K 0.26% 66
2024
Q2
$227K Buy
+2,927
New +$227K 0.24% 66