PFG Investments’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 | $2.32M | Sell |
25,265
-1,625
| -6% | -$149K | 0.14% | 144 |
|
|
2025
Q1 | $2.47M | Sell |
26,890
-273
| -1% | -$25.1K | 0.16% | 120 |
|
|
2024
Q4 | $2.24M | Sell |
27,163
-354
| -1% | -$29.1K | 0.14% | 134 |
|
|
2024
Q3 | $2.48M | Sell |
27,517
-274
| -1% | -$24.7K | 0.16% | 122 |
|
|
2024
Q2 | $2.16M | Buy |
27,791
+1,304
| +5% | +$101K | 0.15% | 134 |
|
|
2024
Q1 | $1.9M | Buy |
26,487
+19,350
| +271% | +$1.39M | 0.11% | 202 |
|
|
2023
Q4 | $500K | Buy |
7,137
+1
| +0% | +$70 | 0.09% | 248 |
|
|
2023
Q3 | $462K | Buy |
7,136
+1,408
| +25% | +$91.1K | 0.09% | 242 |
|
|
2023
Q2 | $402K | Buy |
5,728
+102
| +2% | +$7.17K | 0.07% | 301 |
|
|
2023
Q1 | $391K | Buy |
+5,626
| New | +$391K | 0.08% | 286 |
|