Plan Group Financial’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 | $2.02M | Buy |
22,047
+2,317
| +12% | +$213K | 0.67% | 45 |
|
|
2025
Q1 | $1.81M | Buy |
19,730
+5,353
| +37% | +$492K | 0.65% | 36 |
|
|
2024
Q4 | $1.18M | Buy |
14,377
+1,193
| +9% | +$98.2K | 0.63% | 34 |
|
|
2024
Q3 | $1.19M | Buy |
13,184
+1,371
| +12% | +$124K | 0.63% | 32 |
|
|
2024
Q2 | $916K | Buy |
11,813
+4,761
| +68% | +$369K | 0.56% | 38 |
|
|
2024
Q1 | $506K | Buy |
7,052
+2,140
| +44% | +$154K | 0.33% | 50 |
|
|
2023
Q4 | $344K | Sell |
4,912
-2,045
| -29% | -$143K | 0.3% | 44 |
|
|
2023
Q3 | $450K | Buy |
+6,957
| New | +$450K | 0.32% | 38 |
|
|
2022
Q2 | $294K | Buy |
+4,130
| New | +$294K | 0.51% | 43 |
|