USA Financial Formulas’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 | $680K | Buy |
+7,403
| New | +$680K | 0.12% | 80 |
|
|
2024
Q4 | – | Sell |
-865
| Closed | -$78K | – | 351 |
|
|
2024
Q3 | $78K | Sell |
865
-359
| -29% | -$32.4K | 0.01% | 192 |
|
|
2024
Q2 | $94.9K | Sell |
1,224
-388
| -24% | -$30.1K | 0.02% | 189 |
|
|
2024
Q1 | $116K | Buy |
+1,612
| New | +$116K | 0.02% | 195 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.49K | – | 520 |
|
|
2023
Q3 | $1.49K | Hold |
23
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $1.62K | Hold |
23
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $1.6K | Buy |
+23
| New | +$1.6K | ﹤0.01% | 249 |
|
|
2022
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 273 |
|