Tidemark’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 | $25K | Hold |
272
| – | – | 0.01% | 337 |
|
|
2025
Q1 | $25K | Hold |
272
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $22.4K | Buy |
272
+47
| +21% | +$3.87K | 0.01% | 334 |
|
|
2024
Q3 | $20.3K | Hold |
225
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $17.5K | Hold |
225
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $16.1K | Hold |
225
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $15.8K | Buy |
+225
| New | +$15.8K | 0.01% | 367 |
|