Stiles Financial Services’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 | $1.27M | Buy |
13,821
+1,038
| +8% | +$95.3K | 0.44% | 70 |
|
|
2025
Q1 | $1.18M | Buy |
12,783
+85
| +0.7% | +$7.82K | 0.45% | 69 |
|
|
2024
Q4 | $1.05M | Buy |
12,698
+1,371
| +12% | +$113K | 0.38% | 78 |
|
|
2024
Q3 | $1.02M | Buy |
11,327
+1,218
| +12% | +$110K | 0.36% | 80 |
|
|
2024
Q2 | $784K | Buy |
10,109
+494
| +5% | +$38.3K | 0.3% | 82 |
|
|
2024
Q1 | $690K | Buy |
9,615
+2,408
| +33% | +$173K | 0.28% | 88 |
|
|
2023
Q4 | $505K | Buy |
7,207
+1,411
| +24% | +$98.9K | 0.23% | 103 |
|
|
2023
Q3 | $375K | Buy |
5,796
+1,362
| +31% | +$88.1K | 0.19% | 116 |
|
|
2023
Q2 | $311K | Sell |
4,434
-143
| -3% | -$10K | 0.15% | 135 |
|
|
2023
Q1 | $318K | Buy |
4,577
+41
| +0.9% | +$2.85K | 0.17% | 134 |
|
|
2022
Q4 | $324K | Buy |
4,536
+468
| +12% | +$33.4K | 0.19% | 126 |
|
|
2022
Q3 | $277K | Buy |
4,068
+131
| +3% | +$8.92K | 0.17% | 132 |
|
|
2022
Q2 | $281K | Buy |
3,937
+33
| +0.8% | +$2.36K | 0.17% | 134 |
|
|
2022
Q1 | $283K | Buy |
3,904
+36
| +0.9% | +$2.61K | 0.14% | 137 |
|
|
2021
Q4 | $265K | Buy |
+3,868
| New | +$265K | 0.13% | 150 |
|