SC
Stephens Consulting’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
2,698
-679
| -20% | -$62.4K | 0.06% | 87 |
|
|
2025
Q1 | $311K | Buy |
3,377
+452
| +15% | +$41.6K | 0.08% | 77 |
|
|
2024
Q4 | $241K | Buy |
2,925
+513
| +21% | +$42.2K | 0.06% | 84 |
|
|
2024
Q3 | $218K | Sell |
2,412
-69
| -3% | -$6.22K | 0.06% | 82 |
|
|
2024
Q2 | $192K | Buy |
2,481
+102
| +4% | +$7.91K | 0.05% | 83 |
|
|
2024
Q1 | $171K | Hold |
2,379
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $167K | Hold |
2,379
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $154K | Hold |
2,379
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $167K | Hold |
2,379
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $166K | Hold |
2,379
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $170K | Hold |
2,379
| – | – | 0.11% | 81 |
|
|
2022
Q3 | $162K | Hold |
2,379
| – | – | 0.15% | 78 |
|
|
2022
Q2 | $170K | Sell |
2,379
-600
| -20% | -$42.8K | 0.14% | 72 |
|
|
2022
Q1 | $216K | Sell |
2,979
-600
| -17% | -$43.5K | 0.18% | 75 |
|
|
2021
Q4 | $245K | Buy |
+3,579
| New | +$245K | 0.2% | 80 |
|