Abound 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 | $651K | Buy |
7,085
+32
| +0.5% | +$2.94K | 0.18% | 39 |
|
|
2025
Q1 | $649K | Sell |
7,053
-145
| -2% | -$13.3K | 0.22% | 37 |
|
|
2024
Q4 | $593K | Buy |
7,198
+881
| +14% | +$72.5K | 0.19% | 38 |
|
|
2024
Q3 | $570K | Buy |
6,317
+242
| +4% | +$21.8K | 0.19% | 38 |
|
|
2024
Q2 | $471K | Buy |
6,075
+21
| +0.3% | +$1.63K | 0.17% | 39 |
|
|
2024
Q1 | $434K | Sell |
6,054
-8
| -0.1% | -$574 | 0.17% | 39 |
|
|
2023
Q4 | $425K | Sell |
6,062
-2
| -0% | -$140 | 0.17% | 37 |
|
|
2023
Q3 | $392K | Buy |
6,064
+51
| +0.8% | +$3.3K | 0.17% | 39 |
|
|
2023
Q2 | $422K | Buy |
6,013
+122
| +2% | +$8.57K | 0.18% | 38 |
|
|
2023
Q1 | $410K | Buy |
5,891
+42
| +0.7% | +$2.92K | 0.18% | 36 |
|
|
2022
Q4 | $418K | Buy |
5,849
+34
| +0.6% | +$2.43K | 0.2% | 33 |
|
|
2022
Q3 | $395K | Buy |
5,815
+60
| +1% | +$4.08K | 0.21% | 33 |
|
|
2022
Q2 | $410K | Buy |
5,755
+13
| +0.2% | +$927 | 0.23% | 34 |
|
|
2022
Q1 | $416K | Buy |
5,742
+361
| +7% | +$26.2K | 0.3% | 29 |
|
|
2021
Q4 | $369K | Buy |
+5,381
| New | +$369K | 0.29% | 26 |
|