Zhang 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 | $293K | Hold |
3,195
| – | – | 0.01% | 247 |
|
|
2025
Q1 | $294K | Sell |
3,195
-281
| -8% | -$25.8K | 0.02% | 249 |
|
|
2024
Q4 | $286K | Sell |
3,476
-599
| -15% | -$49.3K | 0.02% | 241 |
|
|
2024
Q3 | $368K | Sell |
4,075
-873
| -18% | -$78.7K | 0.02% | 218 |
|
|
2024
Q2 | $384K | Sell |
4,948
-43
| -0.9% | -$3.34K | 0.03% | 207 |
|
|
2024
Q1 | $358K | Buy |
4,991
+50
| +1% | +$3.59K | 0.03% | 212 |
|
|
2023
Q4 | $346K | Sell |
4,941
-405
| -8% | -$28.4K | 0.03% | 209 |
|
|
2023
Q3 | $346K | Hold |
5,346
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $376K | Buy |
5,346
+9
| +0.2% | +$632 | 0.04% | 185 |
|
|
2023
Q1 | $371K | Sell |
5,337
-43
| -0.8% | -$2.99K | 0.04% | 175 |
|
|
2022
Q4 | $384K | Sell |
5,380
-233
| -4% | -$16.6K | 0.05% | 166 |
|
|
2022
Q3 | $382K | Buy |
5,613
+1,490
| +36% | +$101K | 0.06% | 153 |
|
|
2022
Q2 | $294K | Buy |
4,123
+740
| +22% | +$52.8K | 0.05% | 181 |
|
|
2022
Q1 | $245K | Buy |
+3,383
| New | +$245K | 0.04% | 193 |
|