VFP
Verus Financial Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
5,950
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $542K | Hold |
5,950
| – | – | 0.06% | 50 |
|
|
2024
Q4 | $484K | Hold |
5,950
| – | – | 0.05% | 54 |
|
|
2024
Q3 | $541K | Hold |
5,950
| – | – | 0.06% | 49 |
|
|
2024
Q2 | $462K | Hold |
5,950
| – | – | 0.05% | 53 |
|
|
2024
Q1 | $427K | Sell |
5,950
-258
| -4% | -$18.5K | 0.05% | 61 |
|
|
2023
Q4 | $429K | Buy |
6,208
+178
| +3% | +$12.3K | 0.05% | 62 |
|
|
2023
Q3 | $401K | Buy |
6,030
+180
| +3% | +$12K | 0.05% | 59 |
|
|
2023
Q2 | $425K | Hold |
5,850
| – | – | 0.05% | 57 |
|
|
2023
Q1 | $434K | Hold |
5,850
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $396K | Hold |
5,850
| – | – | 0.05% | 62 |
|
|
2022
Q3 | $383K | Sell |
5,850
-56
| -0.9% | -$3.67K | 0.06% | 62 |
|
|
2022
Q2 | $418K | Sell |
5,906
-439
| -7% | -$31.1K | 0.06% | 58 |
|
|
2022
Q1 | $479K | Buy |
6,345
+440
| +7% | +$33.2K | 0.07% | 54 |
|
|
2021
Q4 | $405K | Buy |
5,905
+1
| +0% | +$69 | 0.05% | 60 |
|
|
2021
Q3 | $369K | Buy |
5,904
+54
| +0.9% | +$3.38K | 0.06% | 63 |
|
|
2021
Q2 | $368K | Hold |
5,850
| – | – | 0.06% | 63 |
|
|
2021
Q1 | $367K | Hold |
5,850
| – | – | 0.06% | 64 |
|
|
2020
Q4 | $359K | Buy |
+5,850
| New | +$359K | 0.06% | 57 |
|
|
2020
Q3 | – | Sell |
-5,845
| Closed | -$303K | – | 201 |
|
|
2020
Q2 | $303K | Buy |
5,845
+3
| +0.1% | +$156 | 0.07% | 56 |
|
|
2020
Q1 | $316K | Buy |
5,842
+3
| +0.1% | +$162 | 0.1% | 50 |
|
|
2019
Q4 | $372K | Buy |
5,839
+2
| +0% | +$127 | 0.11% | 50 |
|
|
2019
Q3 | $361K | Buy |
5,837
+3
| +0.1% | +$186 | 0.12% | 43 |
|
|
2019
Q2 | $323K | Buy |
5,834
+2
| +0% | +$111 | 0.11% | 38 |
|
|
2019
Q1 | $301K | Sell |
5,832
-144
| -2% | -$7.43K | 0.11% | 39 |
|
|
2018
Q4 | $261K | Hold |
5,976
| – | – | 0.09% | 41 |
|
|
2018
Q3 | $261K | Buy |
5,976
+400
| +7% | +$17.5K | 0.09% | 41 |
|
|
2018
Q2 | $258K | Sell |
5,576
-2,003
| -26% | -$92.7K | 0.1% | 39 |
|
|
2018
Q1 | $338K | Buy |
7,579
+2,316
| +44% | +$103K | 0.13% | 35 |
|
|
2017
Q4 | $253K | Buy |
+5,263
| New | +$253K | 0.09% | 45 |
|