OneFund LLC’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 | $264K | Sell |
2,873
-23
| -0.8% | -$2.11K | 0.19% | 102 |
|
|
2025
Q1 | $266K | Buy |
2,896
+1
| +0% | +$92 | 0.27% | 95 |
|
|
2024
Q4 | $238K | Buy |
2,895
+23
| +0.8% | +$1.89K | 0.23% | 103 |
|
|
2024
Q3 | $259K | Buy |
2,872
+21
| +0.7% | +$1.89K | 0.26% | 102 |
|
|
2024
Q2 | $221K | Buy |
+2,851
| New | +$221K | 0.24% | 108 |
|
|
2024
Q1 | – | Sell |
-2,884
| Closed | -$202K | – | 117 |
|
|
2023
Q4 | $202K | Buy |
+2,884
| New | +$202K | 0.26% | 109 |
|