Retirement Planning Company of New England’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 | $1.29M | Sell |
14,076
-49
| -0.3% | -$4.5K | 0.58% | 44 |
|
|
2025
Q1 | $1.3M | Sell |
14,125
-18
| -0.1% | -$1.66K | 0.65% | 38 |
|
|
2024
Q4 | $1.16M | Sell |
14,143
-163
| -1% | -$13.4K | 0.56% | 44 |
|
|
2024
Q3 | $1.29M | Buy |
14,306
+48
| +0.3% | +$4.33K | 0.64% | 40 |
|
|
2024
Q2 | $1.11M | Sell |
14,258
-352
| -2% | -$27.3K | 0.6% | 45 |
|
|
2024
Q1 | $1.05M | Sell |
14,610
-2,608
| -15% | -$187K | 0.57% | 50 |
|
|
2023
Q4 | $1.21M | Buy |
17,218
+2,288
| +15% | +$160K | 0.54% | 53 |
|
|
2023
Q3 | $966K | Sell |
14,930
-1,639
| -10% | -$106K | 0.54% | 59 |
|
|
2023
Q2 | $1.16M | Sell |
16,569
-106
| -0.6% | -$7.45K | 0.67% | 41 |
|
|
2023
Q1 | $1.16M | Buy |
16,675
+452
| +3% | +$31.5K | 0.7% | 40 |
|
|
2022
Q4 | $1.16M | Buy |
16,223
+500
| +3% | +$35.7K | 0.76% | 37 |
|
|
2022
Q3 | $1.07M | Sell |
15,723
-151
| -1% | -$10.3K | 0.77% | 34 |
|
|
2022
Q2 | $1.13M | Sell |
15,874
-78
| -0.5% | -$5.56K | 0.77% | 33 |
|
|
2022
Q1 | $1.16M | Buy |
15,952
+274
| +2% | +$19.9K | 0.65% | 42 |
|
|
2021
Q4 | $1.08M | Buy |
+15,678
| New | +$1.08M | 0.52% | 43 |
|