NFP Retirement Inc’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 | $471K | Sell |
5,131
-1,259
| -20% | -$116K | 0.03% | 209 |
|
|
2025
Q1 | $588K | Sell |
6,390
-158
| -2% | -$14.5K | 0.05% | 166 |
|
|
2024
Q4 | $539K | Buy |
6,548
+18
| +0.3% | +$1.48K | 0.04% | 178 |
|
|
2024
Q3 | $589K | Sell |
6,530
-542
| -8% | -$48.9K | 0.05% | 172 |
|
|
2024
Q2 | $549K | Buy |
7,072
+20
| +0.3% | +$1.55K | 0.05% | 176 |
|
|
2024
Q1 | $506K | Buy |
7,052
+12
| +0.2% | +$861 | 0.04% | 181 |
|
|
2023
Q4 | $494K | Buy |
7,040
+31
| +0.4% | +$2.17K | 0.08% | 150 |
|
|
2023
Q3 | $454K | Buy |
7,009
+88
| +1% | +$5.7K | 0.09% | 151 |
|
|
2023
Q2 | $486K | Buy |
6,921
+439
| +7% | +$30.8K | 0.09% | 151 |
|
|
2023
Q1 | $451K | Sell |
6,482
-14
| -0.2% | -$974 | 0.09% | 161 |
|
|
2022
Q4 | $464K | Buy |
6,496
+724
| +13% | +$51.7K | 0.1% | 151 |
|
|
2022
Q3 | $393K | Sell |
5,772
-524
| -8% | -$35.6K | 0.1% | 157 |
|
|
2022
Q2 | $449K | Buy |
6,296
+170
| +3% | +$12.1K | 0.11% | 145 |
|
|
2022
Q1 | $444K | Buy |
+6,126
| New | +$444K | 0.11% | 139 |
|