SL
Sentry LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
7,085
+4
| +0.1% | +$367 | 0.13% | 61 |
|
|
2025
Q1 | $651K | Buy |
7,081
+2,958
| +72% | +$272K | 0.13% | 61 |
|
|
2024
Q4 | $339K | Sell |
4,123
-2,994
| -42% | -$246K | 0.07% | 84 |
|
|
2024
Q3 | $642K | Buy |
7,117
+3
| +0% | +$271 | 0.12% | 60 |
|
|
2024
Q2 | $552K | Buy |
7,114
+5
| +0.1% | +$388 | 0.1% | 61 |
|
|
2024
Q1 | $510K | Sell |
7,109
-3
| -0% | -$215 | 0.1% | 68 |
|
|
2023
Q4 | $499K | Buy |
7,112
+12
| +0.2% | +$841 | 0.11% | 65 |
|
|
2023
Q3 | $460K | Buy |
7,100
+4
| +0.1% | +$259 | 0.1% | 68 |
|
|
2023
Q2 | $498K | Buy |
7,096
+5
| +0.1% | +$351 | 0.11% | 68 |
|
|
2023
Q1 | $493K | Buy |
+7,091
| New | +$493K | 0.12% | 65 |
|