PFG Advisors’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 | $234K | Buy |
+2,549
| New | +$234K | 0.01% | 570 |
|
|
2023
Q3 | – | Sell |
-15,407
| Closed | -$1.08M | – | 677 |
|
|
2023
Q2 | $1.08M | Buy |
15,407
+6,011
| +64% | +$422K | 0.08% | 274 |
|
|
2023
Q1 | $654K | Buy |
9,396
+2,575
| +38% | +$179K | 0.05% | 345 |
|
|
2022
Q4 | $487K | Buy |
6,821
+894
| +15% | +$63.8K | 0.05% | 358 |
|
|
2022
Q3 | $403K | Buy |
5,927
+1,215
| +26% | +$82.6K | 0.05% | 358 |
|
|
2022
Q2 | $336K | Buy |
4,712
+142
| +3% | +$10.1K | 0.04% | 300 |
|
|
2022
Q1 | $331K | Buy |
+4,570
| New | +$331K | 0.03% | 327 |
|
|
2021
Q4 | – | Sell |
-3,700
| Closed | -$229K | – | 544 |
|
|
2021
Q3 | $229K | Sell |
3,700
-339
| -8% | -$21K | 0.03% | 470 |
|
|
2021
Q2 | $244K | Buy |
4,039
+138
| +4% | +$8.34K | 0.03% | 438 |
|
|
2021
Q1 | $242K | Buy |
+3,901
| New | +$242K | 0.03% | 401 |
|