United Advisor 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
Q2 | $393K | Buy |
4,275
+1
| +0% | +$92 | 0.07% | 268 |
|
|
2025
Q1 | $393K | Sell |
4,274
-1,414
| -25% | -$130K | 0.08% | 226 |
|
|
2024
Q4 | $468K | Buy |
5,688
+2,196
| +63% | +$181K | 0.09% | 205 |
|
|
2024
Q3 | $315K | Buy |
3,492
+697
| +25% | +$62.9K | 0.07% | 271 |
|
|
2024
Q2 | $217K | Buy |
+2,795
| New | +$217K | 0.07% | 248 |
|