PFA
Pathway Financial Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
47,441
+578
| +1% | +$53.1K | 1.41% | 18 |
|
|
2025
Q1 | $4.31M | Sell |
46,863
-3,322
| -7% | -$305K | 1.48% | 19 |
|
|
2024
Q4 | $4.13M | Sell |
50,185
-922
| -2% | -$75.9K | 1.38% | 17 |
|
|
2024
Q3 | $4.61M | Sell |
51,107
-4,900
| -9% | -$442K | 2.09% | 10 |
|
|
2024
Q2 | $4.34M | Sell |
56,007
-584
| -1% | -$45.2K | 1.55% | 14 |
|
|
2024
Q1 | $4.06M | Sell |
56,591
-1,219
| -2% | -$87.5K | 1.46% | 16 |
|
|
2023
Q4 | $4.05M | Sell |
57,810
-664
| -1% | -$46.6K | 1.54% | 14 |
|
|
2023
Q3 | $3.78M | Buy |
+58,474
| New | +$3.78M | 1.56% | 13 |
|
|
2023
Q1 | $4.05M | Buy |
58,157
+1,307
| +2% | +$90.9K | 1.63% | 14 |
|
|
2022
Q4 | $4.06M | Buy |
+56,850
| New | +$4.06M | 1.65% | 12 |
|