Zullo Investment Group’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 | $304K | Sell |
3,305
-22
| -0.7% | -$2.02K | 0.12% | 121 |
|
|
2025
Q1 | $306K | Sell |
3,327
-35
| -1% | -$3.22K | 0.13% | 117 |
|
|
2024
Q4 | $277K | Sell |
3,362
-113
| -3% | -$9.3K | 0.11% | 126 |
|
|
2024
Q3 | $313K | Buy |
3,475
+118
| +4% | +$10.6K | 0.13% | 118 |
|
|
2024
Q2 | $260K | Sell |
3,357
-169
| -5% | -$13.1K | 0.11% | 130 |
|
|
2024
Q1 | $253K | Buy |
3,526
+89
| +3% | +$6.39K | 0.12% | 133 |
|
|
2023
Q4 | $241K | Buy |
3,437
+157
| +5% | +$11K | 0.12% | 127 |
|
|
2023
Q3 | $212K | Buy |
3,280
+60
| +2% | +$3.88K | 0.12% | 130 |
|
|
2023
Q2 | $226K | Buy |
3,220
+3
| +0.1% | +$211 | 0.13% | 125 |
|
|
2023
Q1 | $224K | Sell |
3,217
-67
| -2% | -$4.66K | 0.14% | 125 |
|
|
2022
Q4 | $235K | Sell |
3,284
-27
| -0.8% | -$1.93K | 0.14% | 118 |
|
|
2022
Q3 | $225K | Sell |
3,311
-93
| -3% | -$6.32K | 0.15% | 117 |
|
|
2022
Q2 | $243K | Sell |
3,404
-114
| -3% | -$8.14K | 0.15% | 118 |
|
|
2022
Q1 | $255K | Sell |
3,518
-88
| -2% | -$6.38K | 0.13% | 129 |
|
|
2021
Q4 | $247K | Buy |
+3,606
| New | +$247K | 0.13% | 138 |
|