Tranquility Partners’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 | $437K | Buy |
4,754
+25
| +0.5% | +$2.3K | 0.16% | 147 |
|
|
2025
Q1 | $435K | Sell |
4,729
-3
| -0.1% | -$276 | 0.17% | 140 |
|
|
2024
Q4 | $390K | Sell |
4,732
-14
| -0.3% | -$1.15K | 0.15% | 150 |
|
|
2024
Q3 | $428K | Hold |
4,746
| – | – | 0.16% | 144 |
|
|
2024
Q2 | $368K | Hold |
4,746
| – | – | 0.14% | 156 |
|
|
2024
Q1 | $340K | Buy |
4,746
+48
| +1% | +$3.44K | 0.13% | 161 |
|
|
2023
Q4 | $329K | Buy |
4,698
+48
| +1% | +$3.37K | 0.14% | 149 |
|
|
2023
Q3 | $301K | Buy |
4,650
+112
| +2% | +$7.25K | 0.13% | 162 |
|
|
2023
Q2 | $319K | Buy |
4,538
+10
| +0.2% | +$703 | 0.14% | 158 |
|
|
2023
Q1 | $315K | Buy |
4,528
+144
| +3% | +$10K | 0.15% | 150 |
|
|
2022
Q4 | $313K | Hold |
4,384
| – | – | 0.16% | 140 |
|
|
2022
Q3 | $298K | Hold |
4,384
| – | – | 0.17% | 135 |
|
|
2022
Q2 | $313K | Hold |
4,384
| – | – | 0.16% | 148 |
|
|
2022
Q1 | $318K | Buy |
4,384
+1,366
| +45% | +$99.1K | 0.15% | 149 |
|
|
2021
Q4 | $207K | Sell |
3,018
-1,600
| -35% | -$110K | 0.1% | 202 |
|
|
2021
Q3 | $286K | Buy |
+4,618
| New | +$286K | 0.15% | 165 |
|