Aberdeen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
9,176
+5
| +0.1% | +$459 | 0.56% | 55 |
|
|
2025
Q1 | $843K | Buy |
9,171
+4
| +0% | +$368 | 0.58% | 47 |
|
|
2024
Q4 | $755K | Sell |
9,167
-771
| -8% | -$63.5K | 0.52% | 53 |
|
|
2024
Q3 | $896K | Sell |
9,938
-296
| -3% | -$26.7K | 0.59% | 44 |
|
|
2024
Q2 | $794K | Sell |
10,234
-795
| -7% | -$61.7K | 0.54% | 47 |
|
|
2024
Q1 | $791K | Buy |
11,029
+305
| +3% | +$21.9K | 0.46% | 55 |
|
|
2023
Q4 | $752K | Sell |
10,724
-295
| -3% | -$20.7K | 0.55% | 49 |
|
|
2023
Q3 | $713K | Buy |
11,019
+5
| +0% | +$324 | 0.54% | 50 |
|
|
2023
Q2 | $774K | Sell |
11,014
-295
| -3% | -$20.7K | 0.56% | 48 |
|
|
2023
Q1 | $787K | Sell |
11,309
-245
| -2% | -$17K | 0.59% | 46 |
|
|
2022
Q4 | $825K | Buy |
11,554
+5
| +0% | +$357 | 0.62% | 44 |
|
|
2022
Q3 | $785K | Buy |
11,549
+4
| +0% | +$272 | 0.69% | 41 |
|
|
2022
Q2 | $823K | Buy |
11,545
+4
| +0% | +$285 | 0.65% | 42 |
|
|
2022
Q1 | $837K | Buy |
11,541
+5
| +0% | +$363 | 0.57% | 49 |
|
|
2021
Q4 | $791K | Sell |
11,536
-296
| -3% | -$20.3K | 0.52% | 53 |
|
|
2021
Q3 | $733K | Sell |
11,832
-215
| -2% | -$13.3K | 0.71% | 48 |
|
|
2021
Q2 | $729K | Buy |
12,047
+4
| +0% | +$242 | 0.67% | 49 |
|
|
2021
Q1 | $749K | Sell |
12,043
-330
| -3% | -$20.5K | 0.6% | 51 |
|
|
2020
Q4 | $760K | Buy |
12,373
+340
| +3% | +$20.9K | 0.57% | 50 |
|
|
2020
Q3 | $652K | Sell |
12,033
-898
| -7% | -$48.7K | 0.62% | 47 |
|
|
2020
Q2 | $670K | Buy |
12,931
+238
| +2% | +$12.3K | 0.72% | 46 |
|
|
2020
Q1 | $687K | Buy |
12,693
+4
| +0% | +$216 | 0.84% | 40 |
|
|
2019
Q4 | $808K | Buy |
+12,689
| New | +$808K | 0.6% | 43 |
|