MB, Levis & Associates’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 | $38.8K | Buy |
423
+1
| +0.2% | +$92 | 0.02% | 138 |
|
|
2025
Q1 | $38.8K | Buy |
422
+1
| +0.2% | +$92 | 0.02% | 133 |
|
|
2024
Q4 | $34.6K | Buy |
421
+1
| +0.2% | +$82 | 0.02% | 134 |
|
|
2024
Q3 | $37.8K | Buy |
420
+1
| +0.2% | +$90 | 0.02% | 130 |
|
|
2024
Q2 | $32.5K | Buy |
419
+1
| +0.2% | +$77 | 0.02% | 137 |
|
|
2024
Q1 | $30K | Buy |
418
+2
| +0.5% | +$143 | 0.02% | 140 |
|
|
2023
Q4 | $29.2K | Buy |
416
+1
| +0.2% | +$70 | 0.02% | 138 |
|
|
2023
Q3 | $26.9K | Buy |
415
+1
| +0.2% | +$65 | 0.02% | 141 |
|
|
2023
Q2 | $29.1K | Buy |
414
+1
| +0.2% | +$70 | 0.02% | 142 |
|
|
2023
Q1 | $28.7K | Buy |
413
+1
| +0.2% | +$70 | 0.02% | 143 |
|
|
2022
Q4 | $29.4K | Buy |
+412
| New | +$29.4K | 0.02% | 130 |
|