Strategic Financial Concepts’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,320
| Closed | -$273K | – | 355 |
|
|
2024
Q4 | $273K | Buy |
3,320
+562
| +20% | +$46.3K | 0.05% | 258 |
|
|
2024
Q3 | $249K | Sell |
2,758
-229,317
| -99% | -$20.7M | 0.08% | 207 |
|
|
2024
Q2 | $6.55K | Buy |
+232,075
| New | +$6.55K | ﹤0.01% | 451 |
|
|
2023
Q4 | – | Sell |
-3,807
| Closed | -$246K | – | 248 |
|
|
2023
Q3 | $246K | Buy |
+3,807
| New | +$246K | 0.08% | 215 |
|