Madrona Financial Services’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 | $308K | Buy |
3,353
+824
| +33% | +$75.7K | 0.07% | 79 |
|
|
2025
Q1 | $233K | Sell |
2,529
-11
| -0.4% | -$1.01K | 0.06% | 98 |
|
|
2024
Q4 | $209K | Sell |
2,540
-26
| -1% | -$2.14K | 0.06% | 105 |
|
|
2024
Q3 | $231K | Buy |
+2,566
| New | +$231K | 0.06% | 93 |
|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$210K | – | 102 |
|
|
2023
Q4 | $210K | Buy |
+3,000
| New | +$210K | 0.08% | 80 |
|
|
2023
Q3 | – | Sell |
-3,014
| Closed | -$212K | – | 99 |
|
|
2023
Q2 | $212K | Sell |
3,014
-871
| -22% | -$61.2K | 0.1% | 92 |
|
|
2023
Q1 | $270K | Buy |
3,885
+885
| +30% | +$61.6K | 0.15% | 69 |
|
|
2022
Q4 | $214K | Hold |
3,000
| – | – | 0.12% | 72 |
|
|
2022
Q3 | $204K | Sell |
3,000
-30
| -1% | -$2.04K | 0.13% | 70 |
|
|
2022
Q2 | $216K | Hold |
3,030
| – | – | 0.13% | 75 |
|
|
2022
Q1 | $230K | Hold |
3,030
| – | – | 0.11% | 74 |
|
|
2021
Q4 | $208K | Buy |
+3,030
| New | +$208K | 0.09% | 74 |
|