Vest Financial’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 | $3.43M | Buy |
37,375
+10,537
| +39% | +$968K | 0.05% | 221 |
|
|
2025
Q1 | $2.47M | Buy |
26,838
+11,368
| +73% | +$1.05M | 0.04% | 218 |
|
|
2024
Q4 | $1.27M | Buy |
15,470
+4,625
| +43% | +$381K | 0.02% | 215 |
|
|
2024
Q3 | $978K | Buy |
10,845
+7,211
| +198% | +$650K | 0.02% | 223 |
|
|
2024
Q2 | $282K | Sell |
3,634
-76
| -2% | -$5.9K | 0.01% | 240 |
|
|
2024
Q1 | $266K | Buy |
+3,710
| New | +$266K | 0.01% | 244 |
|