Valued Retirements’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 | $485K | Buy |
5,286
+410
| +8% | +$37.6K | 0.55% | 49 |
|
|
2025
Q1 | $448K | Sell |
4,876
-89
| -2% | -$8.18K | 0.59% | 44 |
|
|
2024
Q4 | $409K | Buy |
4,965
+12
| +0.2% | +$988 | 0.55% | 51 |
|
|
2024
Q3 | $447K | Buy |
4,953
+784
| +19% | +$70.7K | 0.62% | 42 |
|
|
2024
Q2 | $323K | Sell |
4,169
-2,036
| -33% | -$158K | 0.49% | 50 |
|
|
2024
Q1 | $445K | Buy |
6,205
+13
| +0.2% | +$933 | 0.71% | 33 |
|
|
2023
Q4 | $434K | Buy |
+6,192
| New | +$434K | 0.75% | 31 |
|