Novak & Powell Financial Services’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 | $572K | Buy |
6,225
+27
| +0.4% | +$2.48K | 0.4% | 59 |
|
|
2025
Q1 | $570K | Hold |
6,198
| – | – | 0.35% | 68 |
|
|
2024
Q4 | $510K | Sell |
6,198
-1,238
| -17% | -$102K | 0.3% | 75 |
|
|
2024
Q3 | $671K | Hold |
7,436
| – | – | 0.39% | 62 |
|
|
2024
Q2 | $577K | Hold |
7,436
| – | – | 0.36% | 64 |
|
|
2024
Q1 | $533K | Sell |
7,436
-200
| -3% | -$14.3K | 0.4% | 64 |
|
|
2023
Q4 | $535K | Buy |
+7,636
| New | +$535K | 0.36% | 70 |
|