PrairieView Partners’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 | $110K | Sell |
1,200
-147
| -11% | -$13.5K | 0.01% | 156 |
|
|
2025
Q1 | $123K | Hold |
1,347
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $110K | Sell |
1,347
-1,653
| -55% | -$135K | 0.01% | 156 |
|
|
2024
Q3 | $270K | Sell |
3,000
-8,200
| -73% | -$738K | 0.03% | 109 |
|
|
2024
Q2 | $868K | Buy |
11,200
+10,000
| +833% | +$775K | 0.1% | 65 |
|
|
2024
Q1 | $87K | Hold |
1,200
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $84K | Hold |
1,200
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $77K | Sell |
1,200
-1,026
| -46% | -$65.8K | 0.01% | 148 |
|
|
2023
Q2 | $156K | Hold |
2,226
| – | – | 0.02% | 132 |
|
|
2023
Q1 | $154K | Hold |
2,226
| – | – | 0.02% | 121 |
|
|
2022
Q4 | $158K | Hold |
2,226
| – | – | 0.02% | 119 |
|
|
2022
Q3 | $151K | Hold |
2,226
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $159K | Hold |
2,226
| – | – | 0.02% | 111 |
|
|
2022
Q1 | $161K | Hold |
2,226
| – | – | 0.02% | 118 |
|
|
2021
Q4 | $153K | Hold |
2,226
| – | – | 0.02% | 113 |
|
|
2021
Q3 | $138K | Hold |
2,226
| – | – | 0.02% | 113 |
|
|
2021
Q2 | $135K | Hold |
2,226
| – | – | 0.02% | 112 |
|
|
2021
Q1 | $138K | Hold |
2,226
| – | – | 0.02% | 107 |
|
|
2020
Q4 | $137K | Hold |
2,226
| – | – | 0.02% | 100 |
|
|
2020
Q3 | $121K | Hold |
2,226
| – | – | 0.03% | 100 |
|
|
2020
Q2 | $115K | Hold |
2,226
| – | – | 0.03% | 100 |
|
|
2020
Q1 | $121K | Buy |
+2,226
| New | +$121K | 0.03% | 99 |
|