STAR Financial Bank’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 | $372K | Buy |
4,055
+34
| +0.8% | +$3.12K | 0.24% | 79 |
|
|
2025
Q1 | $370K | Sell |
4,021
-346
| -8% | -$31.8K | 0.27% | 73 |
|
|
2024
Q4 | $359K | Sell |
4,367
-700
| -14% | -$57.6K | 0.26% | 72 |
|
|
2024
Q3 | $457K | Sell |
5,067
-493
| -9% | -$44.5K | 0.31% | 69 |
|
|
2024
Q2 | $431K | Sell |
5,560
-825
| -13% | -$64K | 0.33% | 73 |
|
|
2024
Q1 | $458K | Hold |
6,385
| – | – | 0.39% | 62 |
|
|
2023
Q4 | $448K | Buy |
6,385
+611
| +11% | +$42.8K | 0.41% | 61 |
|
|
2023
Q3 | $374K | Sell |
5,774
-548
| -9% | -$35.5K | 0.38% | 61 |
|
|
2023
Q2 | $444K | Buy |
6,322
+150
| +2% | +$10.5K | 0.41% | 57 |
|
|
2023
Q1 | $429K | Buy |
6,172
+30
| +0.5% | +$2.09K | 0.42% | 59 |
|
|
2022
Q4 | $439K | Buy |
+6,142
| New | +$439K | 0.44% | 57 |
|