Cabot 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 | $368K | Buy |
4,005
+150
| +4% | +$13.8K | 0.04% | 107 |
|
|
2025
Q1 | $354K | Hold |
3,855
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $317K | Hold |
3,855
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $348K | Hold |
3,855
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $299K | Hold |
3,855
| – | – | 0.04% | 121 |
|
|
2024
Q1 | $277K | Hold |
3,855
| – | – | 0.04% | 127 |
|
|
2023
Q4 | $270K | Hold |
3,855
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $249K | Buy |
+3,855
| New | +$249K | 0.04% | 129 |
|
|
2013
Q3 | – | Sell |
-5,136
| Closed | -$227K | – | 178 |
|
|
2013
Q2 | $227K | Buy |
+5,136
| New | +$227K | 0.08% | 167 |
|