Sunpointe’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
$225K Sell
2,448
-370
-13% -$34K 0.09% 207
2025
Q1
$259K Sell
2,818
-251
-8% -$23.1K 0.14% 135
2024
Q4
$253K Buy
3,069
+94
+3% +$7.74K 0.13% 146
2024
Q3
$268K Sell
2,975
-878
-23% -$79.2K 0.22% 115
2024
Q2
$299K Sell
3,853
-1,018
-21% -$79K 0.19% 106
2024
Q1
$349K Buy
4,871
+191
+4% +$13.7K 0.39% 81
2023
Q4
$328K Buy
+4,680
New +$328K 0.42% 76