PFW 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 | $569K | Buy |
6,200
+86
| +1% | +$7.9K | 0.18% | 84 |
|
|
2025
Q1 | $562K | Buy |
6,114
+116
| +2% | +$10.7K | 0.18% | 83 |
|
|
2024
Q4 | $494K | Buy |
+5,998
| New | +$494K | 0.15% | 85 |
|
|
2024
Q2 | $463K | Sell |
5,970
-181
| -3% | -$14K | 0.15% | 86 |
|
|
2024
Q1 | $441K | Sell |
6,151
-356
| -5% | -$25.5K | 0.13% | 90 |
|
|
2023
Q4 | $456K | Buy |
6,507
+423
| +7% | +$29.7K | 0.15% | 90 |
|
|
2023
Q3 | $394K | Hold |
6,084
| – | – | 0.14% | 88 |
|
|
2023
Q2 | $423K | Buy |
+6,084
| New | +$423K | 0.14% | 87 |
|
|
2019
Q3 | $539K | Buy |
+5,973
| New | +$539K | 0.16% | 87 |
|