Sard Wealth Management 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 | $707K | Buy |
7,694
+60
| +0.8% | +$5.51K | 0.44% | 23 |
|
|
2025
Q1 | $702K | Buy |
7,634
+59
| +0.8% | +$5.43K | 0.47% | 21 |
|
|
2024
Q4 | $624K | Buy |
7,575
+60
| +0.8% | +$4.94K | 0.42% | 24 |
|
|
2024
Q3 | $678K | Buy |
7,515
+56
| +0.8% | +$5.05K | 0.45% | 22 |
|
|
2024
Q2 | $579K | Buy |
7,459
+69
| +0.9% | +$5.35K | 0.41% | 23 |
|
|
2024
Q1 | $530K | Buy |
7,390
+77
| +1% | +$5.52K | 0.48% | 24 |
|
|
2023
Q4 | $513K | Buy |
+7,313
| New | +$513K | 0.52% | 22 |
|