Personal CFO Solutions’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 | $1.28M | Buy |
13,915
+35
| +0.3% | +$3.21K | 0.24% | 83 |
|
|
2025
Q1 | $1.28M | Buy |
13,880
+53
| +0.4% | +$4.87K | 0.26% | 79 |
|
|
2024
Q4 | $1.14M | Sell |
13,827
-563
| -4% | -$46.3K | 0.22% | 91 |
|
|
2024
Q3 | $1.3M | Buy |
14,390
+65
| +0.5% | +$5.86K | 0.18% | 108 |
|
|
2024
Q2 | $1.11M | Buy |
14,325
+176
| +1% | +$13.7K | 0.17% | 116 |
|
|
2024
Q1 | $1.02M | Sell |
14,149
-792
| -5% | -$56.8K | 0.16% | 125 |
|
|
2023
Q4 | $1.05M | Buy |
14,941
+47
| +0.3% | +$3.3K | 0.18% | 109 |
|
|
2023
Q3 | $964K | Buy |
14,894
+18
| +0.1% | +$1.17K | 0.19% | 103 |
|
|
2023
Q2 | $1.05M | Buy |
14,876
+104
| +0.7% | +$7.31K | 0.21% | 93 |
|
|
2023
Q1 | $1.03M | Buy |
14,772
+179
| +1% | +$12.5K | 0.21% | 88 |
|
|
2022
Q4 | $1.04M | Sell |
14,593
-1,388
| -9% | -$99.1K | 0.22% | 86 |
|
|
2022
Q3 | $1.09M | Sell |
15,981
-1,423
| -8% | -$96.8K | 0.27% | 68 |
|
|
2022
Q2 | $1.24M | Sell |
17,404
-131
| -0.7% | -$9.34K | 0.29% | 62 |
|
|
2022
Q1 | $1.27M | Buy |
17,535
+1,877
| +12% | +$136K | 0.25% | 78 |
|
|
2021
Q4 | $1.07M | Sell |
15,658
-765
| -5% | -$52.5K | 0.2% | 108 |
|
|
2021
Q3 | $1.02M | Sell |
16,423
-17
| -0.1% | -$1.05K | 0.21% | 100 |
|
|
2021
Q2 | $995K | Buy |
16,440
+28
| +0.2% | +$1.7K | 0.2% | 101 |
|
|
2021
Q1 | $1.02M | Sell |
16,412
-280
| -2% | -$17.4K | 0.22% | 94 |
|
|
2020
Q4 | $1.03M | Buy |
16,692
+334
| +2% | +$20.5K | 0.25% | 90 |
|
|
2020
Q3 | $1K | Sell |
16,358
-17
| -0.1% | -$1 | 0.33% | 119 |
|
|
2020
Q2 | $849K | Sell |
16,375
-998
| -6% | -$51.7K | 0.25% | 85 |
|
|
2020
Q1 | $941K | Buy |
17,373
+3,133
| +22% | +$170K | 0.34% | 67 |
|
|
2019
Q4 | $906K | Buy |
14,240
+5,592
| +65% | +$356K | 0.26% | 82 |
|
|
2019
Q3 | $534K | Buy |
+8,648
| New | +$534K | 0.21% | 115 |
|