Retirement Planning Group (Kansas)’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 | $475K | Sell |
5,176
-32
| -0.6% | -$2.94K | 0.02% | 213 |
|
|
2025
Q1 | $479K | Buy |
5,208
+228
| +5% | +$21K | 0.02% | 197 |
|
|
2024
Q4 | $410K | Buy |
4,980
+39
| +0.8% | +$3.21K | 0.02% | 195 |
|
|
2024
Q3 | $446K | Sell |
4,941
-395
| -7% | -$35.6K | 0.02% | 186 |
|
|
2024
Q2 | $414K | Buy |
5,336
+350
| +7% | +$27.2K | 0.03% | 169 |
|
|
2024
Q1 | $358K | Buy |
+4,986
| New | +$358K | 0.03% | 159 |
|
|
2023
Q3 | – | Sell |
-2,863
| Closed | -$201K | – | 166 |
|
|
2023
Q2 | $201K | Buy |
+2,863
| New | +$201K | 0.02% | 160 |
|