Meridian Financial’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 | $388K | Hold |
4,227
| – | – | 0.25% | 78 |
|
|
2025
Q1 | $389K | Sell |
4,227
-400
| -9% | -$36.8K | 0.27% | 70 |
|
|
2024
Q4 | $381K | Hold |
4,627
| – | – | 0.26% | 68 |
|
|
2024
Q3 | $417K | Hold |
4,627
| – | – | 0.28% | 69 |
|
|
2024
Q2 | $359K | Hold |
4,627
| – | – | 0.26% | 72 |
|
|
2024
Q1 | $332K | Sell |
4,627
-299
| -6% | -$21.5K | 0.25% | 78 |
|
|
2023
Q4 | $345K | Hold |
4,926
| – | – | 0.27% | 67 |
|
|
2023
Q3 | $319K | Sell |
4,926
-50
| -1% | -$3.24K | 0.3% | 66 |
|
|
2023
Q2 | $350K | Hold |
4,976
| – | – | 0.32% | 61 |
|
|
2023
Q1 | $346K | Buy |
4,976
+1,695
| +52% | +$118K | 0.34% | 61 |
|
|
2022
Q4 | $234K | Hold |
3,281
| – | – | 0.25% | 81 |
|
|
2022
Q3 | $223K | Sell |
3,281
-151
| -4% | -$10.3K | 0.26% | 78 |
|
|
2022
Q2 | $245K | Hold |
3,432
| – | – | 0.28% | 74 |
|
|
2022
Q1 | $249K | Sell |
3,432
-90
| -3% | -$6.53K | 0.26% | 76 |
|
|
2021
Q4 | $242K | Buy |
+3,522
| New | +$242K | 0.23% | 83 |
|