SFG
Sovereign Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
36,496
-569
| -2% | -$52.3K | 0.69% | 26 |
|
|
2025
Q1 | $3.41M | Sell |
37,065
-2,307
| -6% | -$212K | 0.78% | 26 |
|
|
2024
Q4 | $3.24M | Sell |
39,372
-540
| -1% | -$44.5K | 0.74% | 27 |
|
|
2024
Q3 | $3.6M | Sell |
39,912
-802
| -2% | -$72.3K | 0.84% | 25 |
|
|
2024
Q2 | $3.16M | Sell |
40,714
-502
| -1% | -$38.9K | 0.79% | 24 |
|
|
2024
Q1 | $2.96M | Buy |
41,216
+2,473
| +6% | +$177K | 0.78% | 26 |
|
|
2023
Q4 | $2.72M | Sell |
38,743
-635
| -2% | -$44.5K | 0.83% | 24 |
|
|
2023
Q3 | $2.55M | Sell |
39,378
-1,291
| -3% | -$83.6K | 0.91% | 23 |
|
|
2023
Q2 | $2.86M | Sell |
40,669
-1,542
| -4% | -$108K | 0.93% | 25 |
|
|
2023
Q1 | $2.94M | Buy |
42,211
+168
| +0.4% | +$11.7K | 1.09% | 20 |
|
|
2022
Q4 | $3M | Buy |
42,043
+1,168
| +3% | +$83.4K | 1.18% | 18 |
|
|
2022
Q3 | $2.78M | Buy |
40,875
+109
| +0.3% | +$7.41K | 1.13% | 21 |
|
|
2022
Q2 | $2.91M | Buy |
40,766
+142
| +0.3% | +$10.1K | 1.15% | 20 |
|
|
2022
Q1 | $2.95M | Buy |
40,624
+2
| +0% | +$145 | 1.09% | 19 |
|
|
2021
Q4 | $2.79M | Buy |
40,622
+458
| +1% | +$31.4K | 1.12% | 16 |
|
|
2021
Q3 | $2.49M | Sell |
40,164
-1,168
| -3% | -$72.4K | 1.43% | 14 |
|
|
2021
Q2 | $2.57M | Hold |
41,332
| – | – | 1.56% | 14 |
|
|
2021
Q1 | $2.57M | Buy |
41,332
+1,030
| +3% | +$64K | 1.61% | 13 |
|
|
2020
Q4 | $2.48M | Buy |
+40,302
| New | +$2.48M | 1.78% | 13 |
|