OMC 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 | $539K | Hold |
5,867
| – | – | 0.22% | 54 |
|
|
2025
Q1 | $539K | Hold |
5,867
| – | – | 0.24% | 51 |
|
|
2024
Q4 | $483K | Hold |
5,867
| – | – | 0.21% | 53 |
|
|
2024
Q3 | $455K | Hold |
5,867
| – | – | 0.22% | 52 |
|
|
2024
Q2 | $455K | Hold |
5,867
| – | – | 0.21% | 52 |
|
|
2024
Q1 | $421K | Buy |
+5,867
| New | +$421K | 0.21% | 52 |
|