Austin Private Wealth’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 | $573K | Buy |
6,241
+385
| +7% | +$35.4K | 0.05% | 166 |
|
|
2025
Q1 | $538K | Buy |
5,856
+517
| +10% | +$47.5K | 0.05% | 152 |
|
|
2024
Q4 | $440K | Buy |
5,339
+972
| +22% | +$80K | 0.04% | 154 |
|
|
2024
Q3 | $394K | Sell |
4,367
-65
| -1% | -$5.86K | 0.04% | 153 |
|
|
2024
Q2 | $344K | Buy |
4,432
+441
| +11% | +$34.2K | 0.04% | 160 |
|
|
2024
Q1 | $283K | Buy |
3,991
+786
| +25% | +$55.8K | 0.03% | 183 |
|
|
2023
Q4 | $225K | Sell |
3,205
-425
| -12% | -$29.8K | 0.03% | 184 |
|
|
2023
Q3 | $235K | Buy |
3,630
+508
| +16% | +$32.9K | 0.03% | 144 |
|
|
2023
Q2 | $219K | Buy |
3,122
+197
| +7% | +$13.8K | 0.03% | 152 |
|
|
2023
Q1 | $204K | Buy |
+2,925
| New | +$204K | 0.03% | 146 |
|