Marshall Financial Group (Maryland)’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 | $2.89M | Buy |
31,536
+864
| +3% | +$79.2K | 0.57% | 34 |
|
|
2025
Q1 | $2.82M | Buy |
30,672
+862
| +3% | +$79.3K | 0.62% | 35 |
|
|
2024
Q4 | $2.45M | Sell |
29,810
-1,368
| -4% | -$113K | 0.59% | 35 |
|
|
2024
Q3 | $2.81M | Sell |
31,178
-240
| -0.8% | -$21.6K | 0.67% | 29 |
|
|
2024
Q2 | $2.44M | Buy |
+31,418
| New | +$2.44M | 0.68% | 34 |
|
|
2021
Q2 | – | Sell |
-3,234
| Closed | -$201K | – | 171 |
|
|
2021
Q1 | $201K | Sell |
3,234
-334
| -9% | -$20.8K | 0.12% | 134 |
|
|
2020
Q4 | $219K | Buy |
+3,568
| New | +$219K | 0.14% | 116 |
|