AllSquare Wealth Management’s Southern Company SO Stock Holding History

AllSquare Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.9K	Hold	500	–	–	0.03%	233
2025 Q1	$46K	Hold	500	–	–	0.03%	217
2024 Q4	$41.2K	Hold	500	–	–	0.02%	232
2024 Q3	$45.1K	Hold	500	–	–	0.03%	223
2024 Q2	$38.8K	Hold	500	–	–	0.02%	233
2024 Q1	$35.9K	Hold	500	–	–	0.02%	244
2023 Q4	$35.1K	Hold	500	–	–	0.02%	245
2023 Q3	$32.4K	Hold	500	–	–	0.02%	249
2023 Q2	$34.9K	Hold	500	–	–	0.02%	247
2023 Q1	$34.8K	Buy	500 +100	+25%	+$6.96K	0.02%	251
2022 Q4	$28.6K	Hold	400	–	–	0.02%	259
2022 Q3	$27K	Hold	400	–	–	0.02%	254
2022 Q2	$29K	Sell	400 -150	-27%	-$10.9K	0.02%	259
2022 Q1	$40K	Hold	550	–	–	0.02%	246
2021 Q4	$38K	Hold	550	–	–	0.02%	257
2021 Q3	$34K	Sell	550 -200	-27%	-$12.4K	0.02%	262
2021 Q2	$45K	Hold	750	–	–	0.03%	241
2021 Q1	$47K	Hold	750	–	–	0.03%	233
2020 Q4	$46K	Hold	750	–	–	0.03%	206
2020 Q3	$41K	Hold	750	–	–	0.03%	214
2020 Q2	$39K	Hold	750	–	–	0.03%	213
2020 Q1	$41K	Hold	750	–	–	0.04%	175
2019 Q4	$48K	Hold	750	–	–	0.03%	187
2019 Q3	$46K	Sell	750 -150	-17%	-$9.2K	0.03%	200
2019 Q2	$50K	Sell	900 -100	-10%	-$5.56K	0.04%	189
2019 Q1	$52K	Sell	1,000 -100	-9%	-$5.2K	0.04%	178
2018 Q4	$48K	Hold	1,100	–	–	0.04%	167
2018 Q3	$48K	Sell	1,100 -100	-8%	-$4.36K	0.04%	179
2018 Q2	$56K	Buy	1,200 +100	+9%	+$4.67K	0.04%	167
2018 Q1	$49K	Hold	1,100	–	–	0.04%	148
2017 Q4	$53K	Hold	1,100	–	–	0.04%	142
2017 Q3	$54K	Buy	+1,100	New	+$54K	0.04%	134
2017 Q2	–	Sell	-1,000	Closed	-$50K	–	332
2017 Q1	$50K	Hold	1,000	–	–	0.04%	132
2016 Q4	$49K	Hold	1,000	–	–	0.05%	133
2016 Q3	$51K	Hold	1,000	–	–	0.05%	116
2016 Q2	$54K	Hold	1,000	–	–	0.05%	111
2016 Q1	$52K	Buy	1,000 +200	+25%	+$10.4K	0.05%	112
2015 Q4	$37K	Hold	800	–	–	0.04%	132
2015 Q3	$36K	Hold	800	–	–	0.04%	130
2015 Q2	$34K	Buy	800 +300	+60%	+$12.8K	0.03%	142
2015 Q1	$22K	Hold	500	–	–	0.02%	166
2014 Q4	$25K	Buy	+500	New	+$25K	0.02%	161