ORG Partners’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 | $242K | Buy |
2,629
+327
| +14% | +$30.1K | 0.05% | 284 |
|
|
2025
Q1 | $211K | Buy |
2,302
+152
| +7% | +$14K | 0.05% | 270 |
|
|
2024
Q4 | $177K | Hold |
2,150
| – | – | 0.02% | 337 |
|
|
2024
Q3 | $194K | Sell |
2,150
-835
| -28% | -$75.3K | 0.03% | 289 |
|
|
2024
Q2 | $230K | Buy |
2,985
+2,447
| +455% | +$189K | 0.03% | 394 |
|
|
2024
Q1 | $38.3K | Sell |
538
-2,500
| -82% | -$178K | 0.07% | 158 |
|
|
2023
Q4 | $213K | Buy |
3,038
+172
| +6% | +$12.1K | 0.04% | 285 |
|
|
2023
Q3 | $185K | Buy |
2,866
+3
| +0.1% | +$194 | 0.05% | 293 |
|
|
2023
Q2 | $202K | Buy |
+2,863
| New | +$202K | 0.03% | 371 |
|