Strategic Investment Solutions’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 | $43.2K | Sell |
470
-3
| -0.6% | -$276 | 0.01% | 225 |
|
|
2025
Q1 | $43.5K | Buy |
473
+7
| +2% | +$644 | 0.01% | 214 |
|
|
2024
Q4 | $34.4K | Sell |
466
-13
| -3% | -$959 | 0.01% | 253 |
|
|
2024
Q3 | $43.2K | Sell |
479
-363
| -43% | -$32.7K | 0.01% | 205 |
|
|
2024
Q2 | $59.5K | Buy |
+842
| New | +$59.5K | 0.02% | 172 |
|
|
2023
Q4 | $33.3K | Sell |
474
-9,313
| -95% | -$654K | 0.01% | 565 |
|
|
2023
Q3 | $680K | Buy |
9,787
+9,173
| +1,494% | +$637K | 0.01% | 361 |
|
|
2023
Q2 | $42.5K | Sell |
614
-576
| -48% | -$39.8K | 0.01% | 331 |
|
|
2023
Q1 | $82.7K | Buy |
+1,190
| New | +$82.7K | 0.02% | 280 |
|