Searcy Financial Services’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 | $257K | Sell |
2,794
-224
| -7% | -$20.6K | 0.1% | 23 |
|
|
2025
Q1 | $278K | Sell |
3,018
-162
| -5% | -$14.9K | 0.12% | 22 |
|
|
2024
Q4 | $262K | Hold |
3,180
| – | – | 0.12% | 22 |
|
|
2024
Q3 | $287K | Hold |
3,180
| – | – | 0.13% | 22 |
|
|
2024
Q2 | $247K | Hold |
3,180
| – | – | 0.12% | 22 |
|
|
2024
Q1 | $228K | Hold |
3,180
| – | – | 0.12% | 22 |
|
|
2023
Q4 | $223K | Hold |
3,180
| – | – | 0.12% | 19 |
|
|
2023
Q3 | $206K | Buy |
+3,180
| New | +$206K | 0.12% | 19 |
|