Prosperity Financial Group’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 | $482K | Sell |
5,245
-1,240
| -19% | -$114K | 0.2% | 102 |
|
|
2025
Q1 | $596K | Buy |
6,485
+21
| +0.3% | +$1.93K | 0.3% | 88 |
|
|
2024
Q4 | $532K | Buy |
6,464
+30
| +0.5% | +$2.47K | 0.26% | 84 |
|
|
2024
Q3 | $580K | Sell |
6,434
-232
| -3% | -$20.9K | 0.32% | 76 |
|
|
2024
Q2 | $517K | Buy |
6,666
+124
| +2% | +$9.62K | 0.33% | 73 |
|
|
2024
Q1 | $469K | Buy |
6,542
+713
| +12% | +$51.2K | 0.29% | 86 |
|
|
2023
Q4 | $409K | Sell |
5,829
-240
| -4% | -$16.8K | 0.28% | 79 |
|
|
2023
Q3 | $393K | Buy |
6,069
+113
| +2% | +$7.31K | 0.32% | 71 |
|
|
2023
Q2 | $418K | Sell |
5,956
-173
| -3% | -$12.2K | 0.37% | 64 |
|
|
2023
Q1 | $426K | Buy |
6,129
+5
| +0.1% | +$348 | 0.43% | 54 |
|
|
2022
Q4 | $437K | Buy |
+6,124
| New | +$437K | 0.47% | 46 |
|