VeraBank’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 | $373K | Buy |
4,062
+985
| +32% | +$90.5K | 0.07% | 142 |
|
|
2025
Q1 | $283K | Sell |
3,077
-197
| -6% | -$18.1K | 0.08% | 124 |
|
|
2024
Q4 | $270K | Hold |
3,274
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $295K | Buy |
3,274
+262
| +9% | +$23.6K | 0.09% | 127 |
|
|
2024
Q2 | $234K | Hold |
3,012
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $216K | Hold |
3,012
| – | – | 0.07% | 140 |
|
|
2023
Q4 | $211K | Buy |
+3,012
| New | +$211K | 0.07% | 137 |
|
|
2023
Q3 | – | Sell |
-3,012
| Closed | -$212K | – | 140 |
|
|
2023
Q2 | $212K | Hold |
3,012
| – | – | 0.08% | 130 |
|
|
2023
Q1 | $210K | Hold |
3,012
| – | – | 0.1% | 131 |
|
|
2022
Q4 | $215K | Hold |
3,012
| – | – | 0.11% | 124 |
|
|
2022
Q3 | $205K | Hold |
3,012
| – | – | 0.13% | 116 |
|
|
2022
Q2 | $214K | Hold |
3,012
| – | – | 0.13% | 120 |
|
|
2022
Q1 | $219K | Hold |
3,012
| – | – | 0.11% | 127 |
|
|
2021
Q4 | $207K | Buy |
+3,012
| New | +$207K | 0.1% | 133 |
|