MPS Loria Financial Planners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Hold |
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|
2025
Q4 | $207K | Hold |
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|
2025
Q3 | $225K | Hold |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $100K | Buy |
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|
2020
Q3 | $65K | Sell |
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|
2020
Q2 | $98K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $148K | Buy |
|