Pflug Koory’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 | – | Sell |
-306
| Closed | -$28.1K | – | 420 |
|
|
2025
Q1 | $28.1K | Hold |
306
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $25.2K | Hold |
306
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $27.6K | Buy |
+306
| New | +$27.6K | 0.01% | 268 |
|
|
2024
Q1 | – | Sell |
-165
| Closed | -$11.6K | – | 409 |
|
|
2023
Q4 | $11.6K | Hold |
165
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $10.7K | Hold |
165
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $11.6K | Hold |
165
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $11.5K | Hold |
165
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $12K | Sell |
165
-783
| -83% | -$56.9K | 0.01% | 321 |
|
|
2022
Q3 | $64K | Hold |
948
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $68K | Hold |
948
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $69K | Hold |
948
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $65K | Hold |
948
| – | – | 0.03% | 234 |
|
|
2021
Q3 | $59K | Hold |
948
| – | – | 0.03% | 236 |
|
|
2021
Q2 | $57K | Hold |
948
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $59K | Hold |
948
| – | – | 0.03% | 229 |
|
|
2020
Q4 | $58K | Buy |
948
+783
| +475% | +$47.9K | 0.03% | 230 |
|
|
2020
Q3 | $9K | Hold |
165
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $9K | Hold |
165
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $9K | Hold |
165
| – | – | 0.01% | 316 |
|
|
2019
Q4 | $11K | Hold |
165
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $10K | Hold |
165
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $9K | Hold |
165
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $9K | Hold |
165
| – | – | 0.01% | 343 |
|
|
2018
Q4 | $7K | Hold |
165
| – | – | 0.01% | 338 |
|
|
2018
Q3 | $7K | Hold |
165
| – | – | 0.01% | 350 |
|
|
2018
Q2 | $8K | Hold |
165
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $7K | Buy |
+165
| New | +$7K | 0.01% | 339 |
|