MPS Loria Financial Planners’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 | $218K | Hold |
2,374
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $218K | Buy |
+2,374
| New | +$218K | 0.06% | 80 |
|
|
2021
Q2 | – | Sell |
-1,711
| Closed | -$106K | – | 492 |
|
|
2021
Q1 | $106K | Buy |
1,711
+20
| +1% | +$1.24K | 0.05% | 111 |
|
|
2020
Q4 | $100K | Buy |
1,691
+486
| +40% | +$28.7K | 0.04% | 115 |
|
|
2020
Q3 | $65K | Sell |
1,205
-685
| -36% | -$37K | 0.03% | 132 |
|
|
2020
Q2 | $98K | Buy |
+1,890
| New | +$98K | 0.05% | 106 |
|
|
2017
Q3 | – | Sell |
-3,032
| Closed | -$148K | – | 289 |
|
|
2017
Q2 | $148K | Buy |
+3,032
| New | +$148K | 0.1% | 88 |
|