Sargent Investment 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 | $2.6M | Buy |
27,425
+22,806
| +494% | +$2.16M | 0.35% | 54 |
|
|
2025
Q1 | $425K | Buy |
4,619
+2
| +0% | +$184 | 0.07% | 157 |
|
|
2024
Q4 | $378K | Buy |
4,617
+2,150
| +87% | +$176K | 0.06% | 165 |
|
|
2024
Q3 | $222K | Buy |
+2,467
| New | +$222K | 0.04% | 196 |
|
|
2024
Q1 | – | Sell |
-4,017
| Closed | -$282K | – | 216 |
|
|
2023
Q4 | $282K | Buy |
4,017
+120
| +3% | +$8.41K | 0.06% | 173 |
|
|
2023
Q3 | $252K | Buy |
3,897
+917
| +31% | +$59.3K | 0.06% | 171 |
|
|
2023
Q2 | $209K | Buy |
+2,980
| New | +$209K | 0.05% | 181 |
|