Oxford Financial Group’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 | – | Sell |
-2,698
| Closed | -$248K | – | 268 |
|
|
2025
Q1 | $248K | Sell |
2,698
-1,217
| -31% | -$112K | 0.02% | 190 |
|
|
2024
Q4 | $322K | Buy |
3,915
+25
| +0.6% | +$2.06K | 0.02% | 198 |
|
|
2024
Q3 | $351K | Sell |
3,890
-1,429
| -27% | -$129K | 0.02% | 184 |
|
|
2024
Q2 | $413K | Buy |
+5,319
| New | +$413K | 0.03% | 176 |
|
|
2023
Q3 | – | Sell |
-2,980
| Closed | -$209K | – | 291 |
|
|
2023
Q2 | $209K | Buy |
+2,980
| New | +$209K | 0.02% | 222 |
|