Visionary Horizons’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 | $777K | Sell |
8,460
-14
| -0.2% | -$1.29K | 0.49% | 36 |
|
|
2025
Q1 | $779K | Sell |
8,474
-1,435
| -14% | -$132K | 0.55% | 31 |
|
|
2024
Q4 | $816K | Sell |
9,909
-324
| -3% | -$26.7K | 0.54% | 28 |
|
|
2024
Q3 | $923K | Sell |
10,233
-410
| -4% | -$37K | 0.62% | 24 |
|
|
2024
Q2 | $826K | Sell |
10,643
-329
| -3% | -$25.5K | 0.6% | 24 |
|
|
2024
Q1 | $754K | Sell |
10,972
-579
| -5% | -$39.8K | 0.59% | 26 |
|
|
2023
Q4 | $810K | Buy |
+11,551
| New | +$810K | 0.66% | 22 |
|