Pathstone Holdings’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 | $12.3M | Sell |
133,538
-933
| -0.7% | -$85.7K | 0.05% | 267 |
|
|
2025
Q1 | $12.4M | Buy |
134,471
+2,794
| +2% | +$257K | 0.05% | 267 |
|
|
2024
Q4 | $10.8M | Buy |
131,677
+2,467
| +2% | +$203K | 0.05% | 284 |
|
|
2024
Q3 | $11.7M | Sell |
129,210
-26,345
| -17% | -$2.38M | 0.05% | 277 |
|
|
2024
Q2 | $12.1M | Buy |
155,555
+8,579
| +6% | +$665K | 0.05% | 260 |
|
|
2024
Q1 | $10.5M | Sell |
146,976
-291
| -0.2% | -$20.9K | 0.05% | 287 |
|
|
2023
Q4 | $10.3M | Buy |
+147,267
| New | +$10.3M | 0.06% | 246 |
|