Zhang Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Sell |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $245K | Buy |
|