Spirit of America Management Corp’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 | $615K | Buy |
6,700
+800
| +14% | +$73.5K | 0.13% | 159 |
|
|
2025
Q1 | $543K | Buy |
5,900
+500
| +9% | +$46K | 0.11% | 169 |
|
|
2024
Q4 | $445K | Buy |
5,400
+1,950
| +57% | +$161K | 0.09% | 186 |
|
|
2024
Q3 | $311K | Buy |
3,450
+200
| +6% | +$18K | 0.06% | 214 |
|
|
2024
Q2 | $252K | Hold |
3,250
| – | – | 0.05% | 220 |
|
|
2024
Q1 | $233K | Buy |
3,250
+400
| +14% | +$28.7K | 0.05% | 211 |
|
|
2023
Q4 | $200K | Hold |
2,850
| – | – | 0.04% | 211 |
|
|
2023
Q3 | $184K | Buy |
2,850
+1,000
| +54% | +$64.7K | 0.04% | 191 |
|
|
2023
Q2 | $130K | Buy |
1,850
+150
| +9% | +$10.5K | 0.03% | 204 |
|
|
2023
Q1 | $118K | Buy |
+1,700
| New | +$118K | 0.03% | 204 |
|