Transcendent Capital Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-296
| Closed | -$24.3K | – | 361 |
|
|
2024
Q4 | $24.3K | Hold |
296
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $26.7K | Buy |
296
+1
| +0.3% | +$90 | 0.01% | 262 |
|
|
2024
Q2 | $22.9K | Buy |
295
+16
| +6% | +$1.24K | 0.01% | 255 |
|
|
2024
Q1 | $20K | Hold |
279
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $19.6K | Buy |
+279
| New | +$19.6K | 0.01% | 215 |
|