9258 Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $562K | Buy |
6,234
+651
| +12% | +$58.7K | 0.08% | 185 |
|
|
2024
Q2 | $433K | Buy |
5,583
+1,176
| +27% | +$91.2K | 0.07% | 213 |
|
|
2024
Q1 | $316K | Sell |
4,407
-145
| -3% | -$10.4K | 0.05% | 264 |
|
|
2023
Q4 | $319K | Hold |
4,552
| – | – | 0.06% | 247 |
|
|
2023
Q3 | $295K | Sell |
4,552
-436
| -9% | -$28.2K | 0.06% | 252 |
|
|
2023
Q2 | $350K | Sell |
4,988
-488
| -9% | -$34.3K | 0.07% | 234 |
|
|
2023
Q1 | $381K | Buy |
5,476
+1,218
| +29% | +$84.7K | 0.08% | 216 |
|
|
2022
Q4 | $304K | Sell |
4,258
-119
| -3% | -$8.5K | 0.07% | 251 |
|
|
2022
Q3 | $298K | Buy |
4,377
+23
| +0.5% | +$1.57K | 0.08% | 240 |
|
|
2022
Q2 | $310K | Buy |
4,354
+214
| +5% | +$15.2K | 0.08% | 242 |
|
|
2022
Q1 | $300K | Buy |
4,140
+532
| +15% | +$38.6K | 0.07% | 277 |
|
|
2021
Q4 | $247K | Buy |
+3,608
| New | +$247K | 0.06% | 324 |
|
|
2020
Q1 | – | Sell |
-3,709
| Closed | -$236K | – | 314 |
|
|
2019
Q4 | $236K | Buy |
+3,709
| New | +$236K | 0.09% | 251 |
|