Steph & Co’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 | $12.9K | Hold |
140
| – | – | ﹤0.01% | 261 |
|
|
2025
Q1 | $12.9K | Hold |
140
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $11.5K | Hold |
140
| – | – | ﹤0.01% | 235 |
|
|
2024
Q3 | $12.6K | Hold |
140
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $10.9K | Hold |
140
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 259 |
|
|
2023
Q4 | $9.82K | Hold |
140
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $9.06K | Hold |
140
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $9.84K | Hold |
140
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $9.74K | Hold |
140
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $10K | Hold |
140
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $10K | Hold |
140
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $10K | Hold |
140
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $10K | Hold |
140
| – | – | 0.01% | 270 |
|
|
2021
Q4 | $10K | Hold |
140
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $9K | Hold |
140
| – | – | 0.01% | 251 |
|
|
2021
Q2 | $8K | Hold |
140
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $9K | Hold |
140
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $9K | Hold |
140
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $8K | Buy |
+140
| New | +$8K | 0.01% | 210 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 264 |
|
|
2020
Q1 | $5K | Sell |
100
-724
| -88% | -$36.2K | 0.01% | 231 |
|
|
2019
Q4 | $52K | Buy |
+824
| New | +$52K | 0.04% | 170 |
|