Olistico Wealth’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 | $84.7K | Buy |
922
+200
| +28% | +$18.4K | 0.05% | 133 |
|
|
2025
Q1 | $66.4K | Sell |
722
-914
| -56% | -$84K | 0.04% | 145 |
|
|
2024
Q4 | $135K | Buy |
1,636
+36
| +2% | +$2.96K | 0.08% | 114 |
|
|
2024
Q3 | $144K | Hold |
1,600
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $124K | Buy |
+1,600
| New | +$124K | 0.08% | 117 |
|