Aprio 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 | $1.28M | Sell |
13,942
-58
| -0.4% | -$5.33K | 0.14% | 93 |
|
|
2025
Q1 | $1.29M | Buy |
14,000
+2,660
| +23% | +$245K | 0.16% | 86 |
|
|
2024
Q4 | $933K | Buy |
11,340
+3,364
| +42% | +$277K | 0.14% | 89 |
|
|
2024
Q3 | $719K | Buy |
7,976
+40
| +0.5% | +$3.61K | 0.12% | 99 |
|
|
2024
Q2 | $616K | Buy |
7,936
+3,999
| +102% | +$310K | 0.11% | 100 |
|
|
2024
Q1 | $282K | Sell |
3,937
-702
| -15% | -$50.4K | 0.06% | 168 |
|
|
2023
Q4 | $325K | Buy |
4,639
+879
| +23% | +$61.6K | 0.07% | 125 |
|
|
2023
Q3 | $243K | Buy |
+3,760
| New | +$243K | 0.07% | 138 |
|
|
2022
Q3 | – | Sell |
-3,701
| Closed | -$264K | – | 122 |
|
|
2022
Q2 | $264K | Buy |
+3,701
| New | +$264K | 0.11% | 84 |
|