Brady Family 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 | $604K | Hold |
6,580
| – | – | 0.19% | 79 |
|
|
2025
Q1 | $605K | Hold |
6,580
| – | – | 0.19% | 78 |
|
|
2024
Q4 | $542K | Hold |
6,580
| – | – | 0.17% | 82 |
|
|
2024
Q3 | $593K | Hold |
6,580
| – | – | 0.18% | 81 |
|
|
2024
Q2 | $510K | Hold |
6,580
| – | – | 0.16% | 82 |
|
|
2024
Q1 | $472K | Hold |
6,580
| – | – | 0.15% | 85 |
|
|
2023
Q4 | $461K | Hold |
6,580
| – | – | 0.16% | 87 |
|
|
2023
Q3 | $426K | Sell |
6,580
-305
| -4% | -$19.7K | 0.16% | 81 |
|
|
2023
Q2 | $484K | Hold |
6,885
| – | – | 0.18% | 81 |
|
|
2023
Q1 | $479K | Hold |
6,885
| – | – | 0.19% | 82 |
|
|
2022
Q4 | $492K | Buy |
+6,885
| New | +$492K | 0.2% | 81 |
|