Salomon & Ludwin’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 | $189K | Hold |
2,075
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $191K | Hold |
2,075
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $171K | Sell |
2,075
-100
| -5% | -$8.23K | 0.02% | 146 |
|
|
2024
Q3 | $196K | Hold |
2,175
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $169K | Sell |
2,175
-1,334
| -38% | -$103K | 0.02% | 157 |
|
|
2024
Q1 | $252K | Sell |
3,509
-2,193
| -38% | -$157K | 0.02% | 162 |
|
|
2023
Q4 | $369K | Hold |
5,702
| – | – | 0.04% | 131 |
|
|
2023
Q3 | $369K | Sell |
5,702
-24
| -0.4% | -$1.55K | 0.04% | 131 |
|
|
2023
Q2 | $402K | Hold |
5,726
| – | – | 0.04% | 128 |
|
|
2023
Q1 | $398K | Hold |
5,726
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $409K | Buy |
+5,726
| New | +$409K | 0.05% | 120 |
|
|
2020
Q2 | – | Sell |
-519
| Closed | -$28K | – | 193 |
|
|
2020
Q1 | $28K | Hold |
519
| – | – | 0.01% | 123 |
|
|
2019
Q4 | $33K | Hold |
519
| – | – | 0.01% | 127 |
|
|
2019
Q3 | $32K | Hold |
519
| – | – | 0.01% | 117 |
|
|
2019
Q2 | $29K | Buy |
+519
| New | +$29K | 0.01% | 115 |
|