PDS Planning’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 | $554K | Buy |
6,034
+2,504
| +71% | +$230K | 0.04% | 216 |
|
|
2025
Q1 | $325K | Buy |
3,530
+509
| +17% | +$46.8K | 0.03% | 307 |
|
|
2024
Q4 | $249K | Sell |
3,021
-696
| -19% | -$57.3K | 0.02% | 348 |
|
|
2024
Q3 | $335K | Buy |
3,717
+724
| +24% | +$65.3K | 0.03% | 270 |
|
|
2024
Q2 | $232K | Buy |
+2,993
| New | +$232K | 0.02% | 326 |
|