Trueblood Wealth Management’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 | $865K | Sell |
9,416
-217
| -2% | -$19.9K | 0.36% | 97 |
|
|
2025
Q1 | $886K | Sell |
9,633
-5
| -0.1% | -$460 | 0.41% | 84 |
|
|
2024
Q4 | $793K | Sell |
9,638
-24
| -0.2% | -$1.98K | 0.39% | 85 |
|
|
2024
Q3 | $871K | Sell |
9,662
-156
| -2% | -$14.1K | 0.44% | 75 |
|
|
2024
Q2 | $762K | Buy |
9,818
+3
| +0% | +$233 | 0.43% | 78 |
|
|
2024
Q1 | $704K | Sell |
9,815
-72
| -0.7% | -$5.17K | 0.4% | 80 |
|
|
2023
Q4 | $693K | Buy |
+9,887
| New | +$693K | 0.43% | 74 |
|