MeadowBrook Investment Advisors’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 | – | Sell |
-75
| Closed | -$6.9K | – | 292 |
|
2025
Q1 | $6.9K | Hold |
75
| – | – | 0.01% | 267 |
|
2024
Q4 | $6.17K | Hold |
75
| – | – | 0.01% | 272 |
|
2024
Q3 | $6.76K | Hold |
75
| – | – | 0.01% | 264 |
|
2024
Q2 | $5.82K | Hold |
75
| – | – | 0.01% | 261 |
|
2024
Q1 | $5.38K | Hold |
75
| – | – | 0.01% | 271 |
|
2023
Q4 | $5.26K | Buy |
+75
| New | +$5.26K | 0.01% | 279 |
|