Oak Family 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 | $219K | Hold |
2,388
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $220K | Buy |
+2,388
| New | +$220K | 0.07% | 78 |
|
|
2024
Q4 | – | Sell |
-2,428
| Closed | -$219K | – | 137 |
|
|
2024
Q3 | $219K | Buy |
+2,428
| New | +$219K | 0.07% | 114 |
|
|
2024
Q2 | – | Sell |
-3,638
| Closed | -$261K | – | 131 |
|
|
2024
Q1 | $261K | Hold |
3,638
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $255K | Hold |
3,638
| – | – | 0.11% | 103 |
|
|
2023
Q3 | $235K | Sell |
3,638
-300
| -8% | -$19.4K | 0.11% | 95 |
|
|
2023
Q2 | $277K | Buy |
3,938
+225
| +6% | +$15.8K | 0.13% | 98 |
|
|
2023
Q1 | $258K | Sell |
3,713
-500
| -12% | -$34.8K | 0.13% | 96 |
|
|
2022
Q4 | $301K | Hold |
4,213
| – | – | 0.16% | 91 |
|
|
2022
Q3 | $286K | Buy |
+4,213
| New | +$286K | 0.15% | 91 |
|