SFPG
Stonebridge Financial Planning Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
2,260
| – | – | 0.09% | 161 |
|
|
2025
Q1 | $208K | Buy |
+2,260
| New | +$208K | 0.09% | 159 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$207K | – | 164 |
|
|
2024
Q3 | $207K | Buy |
+2,300
| New | +$207K | 0.1% | 155 |
|
|
2022
Q1 | – | Sell |
-3,503
| Closed | -$242K | – | 329 |
|
|
2021
Q4 | $242K | Hold |
3,503
| – | – | 0.13% | 108 |
|
|
2021
Q3 | $219K | Hold |
3,503
| – | – | 0.11% | 117 |
|
|
2021
Q2 | $216K | Sell |
3,503
-500
| -12% | -$30.8K | 0.11% | 116 |
|
|
2021
Q1 | $252K | Hold |
4,003
| – | – | 0.15% | 96 |
|
|
2020
Q4 | $246K | Hold |
4,003
| – | – | 0.16% | 91 |
|
|
2020
Q3 | $234K | Hold |
4,003
| – | – | 0.17% | 85 |
|
|
2020
Q2 | $211K | Sell |
4,003
-200
| -5% | -$10.5K | 0.18% | 81 |
|
|
2020
Q1 | $245K | Hold |
4,203
| – | – | 0.24% | 71 |
|
|
2019
Q4 | $268K | Buy |
+4,203
| New | +$268K | 0.24% | 73 |
|