New England Capital Financial 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 | $21.1K | Buy |
230
+2
| +0.9% | +$184 | 0.01% | 175 |
|
|
2025
Q1 | $21K | Buy |
228
+1
| +0.4% | +$92 | 0.01% | 176 |
|
|
2024
Q4 | $18.7K | Buy |
227
+2
| +0.9% | +$165 | 0.01% | 183 |
|
|
2024
Q3 | $20.3K | Buy |
225
+1
| +0.4% | +$90 | 0.01% | 176 |
|
|
2024
Q2 | $17.4K | Buy |
224
+2
| +0.9% | +$155 | 0.01% | 192 |
|
|
2024
Q1 | $15.9K | Buy |
222
+2
| +0.9% | +$143 | 0.01% | 194 |
|
|
2023
Q4 | $15.4K | Buy |
220
+2
| +0.9% | +$140 | 0.01% | 199 |
|
|
2023
Q3 | $14.1K | Buy |
218
+36
| +20% | +$2.33K | 0.01% | 201 |
|
|
2023
Q2 | $12.8K | Buy |
182
+1
| +0.6% | +$70 | 0.01% | 210 |
|
|
2023
Q1 | $12.6K | Buy |
181
+2
| +1% | +$139 | 0.01% | 232 |
|
|
2022
Q4 | $12K | Buy |
+179
| New | +$12K | 0.01% | 239 |
|