SFG
Sunburst Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
10,222
-17
| -0.2% | -$1.56K | 0.21% | 48 |
|
|
2025
Q1 | $941K | Buy |
10,239
+5
| +0% | +$460 | 0.23% | 47 |
|
|
2024
Q4 | $842K | Sell |
10,234
-232
| -2% | -$19.1K | 0.21% | 50 |
|
|
2024
Q3 | $944K | Buy |
10,466
+2
| +0% | +$180 | 0.24% | 50 |
|
|
2024
Q2 | $812K | Sell |
10,464
-156
| -1% | -$12.1K | 0.22% | 52 |
|
|
2024
Q1 | $755K | Sell |
10,620
-407
| -4% | -$28.9K | 0.21% | 56 |
|
|
2023
Q4 | $773K | Buy |
11,027
+464
| +4% | +$32.5K | 0.24% | 52 |
|
|
2023
Q3 | $684K | Buy |
10,563
+2
| +0% | +$129 | 0.24% | 48 |
|
|
2023
Q2 | $742K | Sell |
10,561
-248
| -2% | -$17.4K | 0.26% | 48 |
|
|
2023
Q1 | $752K | Sell |
10,809
-23
| -0.2% | -$1.6K | 0.28% | 42 |
|
|
2022
Q4 | $773K | Buy |
10,832
+368
| +4% | +$26.3K | 0.31% | 42 |
|
|
2022
Q3 | $712K | Buy |
10,464
+668
| +7% | +$45.5K | 0.34% | 36 |
|
|
2022
Q2 | $699K | Sell |
9,796
-85
| -0.9% | -$6.07K | 0.34% | 35 |
|
|
2022
Q1 | $716K | Sell |
9,881
-302
| -3% | -$21.9K | 0.35% | 37 |
|
|
2021
Q4 | $698K | Buy |
10,183
+290
| +3% | +$19.9K | 0.35% | 35 |
|
|
2021
Q3 | $613K | Sell |
9,893
-51
| -0.5% | -$3.16K | 0.38% | 32 |
|
|
2021
Q2 | $602K | Buy |
9,944
+506
| +5% | +$30.6K | 0.38% | 31 |
|
|
2021
Q1 | $587K | Buy |
9,438
+498
| +6% | +$31K | 0.41% | 30 |
|
|
2020
Q4 | $549K | Buy |
8,940
+5
| +0.1% | +$307 | 0.41% | 28 |
|
|
2020
Q3 | $484K | Buy |
8,935
+401
| +5% | +$21.7K | 0.41% | 29 |
|
|
2020
Q2 | $442K | Buy |
8,534
+696
| +9% | +$36K | 0.4% | 30 |
|
|
2020
Q1 | $424K | Buy |
7,838
+1,115
| +17% | +$60.3K | 0.45% | 28 |
|
|
2019
Q4 | $428K | Buy |
+6,723
| New | +$428K | 0.37% | 38 |
|