Stone House Investment Management’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 | $101K | Hold |
1,097
| – | – | 0.02% | 106 |
|
|
2025
Q1 | $101K | Buy |
+1,097
| New | +$101K | 0.02% | 94 |
|
|
2024
Q4 | – | Sell |
-1,147
| Closed | -$103K | – | 301 |
|
|
2024
Q3 | $103K | Buy |
1,147
+30
| +3% | +$2.71K | 0.02% | 78 |
|
|
2024
Q2 | $86.6K | Buy |
1,117
+20
| +2% | +$1.55K | 0.02% | 85 |
|
|
2024
Q1 | $78.7K | Hold |
1,097
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $76.9K | Hold |
1,097
| – | – | 0.03% | 71 |
|
|
2023
Q3 | $71K | Hold |
1,097
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $77.1K | Hold |
1,097
| – | – | 0.03% | 68 |
|
|
2023
Q1 | $76.3K | Buy |
+1,097
| New | +$76.3K | 0.03% | 73 |
|