Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $221K | Buy |
+2,688
| New | +$221K | 0.02% | 85 |
|
|
2024
Q2 | – | Sell |
-3,278
| Closed | -$235K | – | 90 |
|
|
2024
Q1 | $235K | Buy |
+3,278
| New | +$235K | 0.02% | 80 |
|
|
2023
Q4 | – | Sell |
-3,260
| Closed | -$211K | – | 75 |
|
|
2023
Q3 | $211K | Buy |
3,260
+9
| +0.3% | +$583 | 0.03% | 72 |
|
|
2023
Q2 | $228K | Buy |
3,251
+9
| +0.3% | +$631 | 0.03% | 63 |
|
|
2023
Q1 | $226K | Sell |
3,242
-48
| -1% | -$3.35K | 0.03% | 66 |
|
|
2022
Q4 | $235K | Buy |
3,290
+35
| +1% | +$2.5K | 0.03% | 64 |
|
|
2022
Q3 | $221K | Buy |
+3,255
| New | +$221K | 0.03% | 68 |
|
|
2022
Q2 | – | Sell |
-3,316
| Closed | -$240K | – | 73 |
|
|
2022
Q1 | $240K | Buy |
3,316
+9
| +0.3% | +$651 | 0.03% | 66 |
|
|
2021
Q4 | $227K | Sell |
3,307
-136
| -4% | -$9.34K | 0.03% | 72 |
|
|
2021
Q3 | $213K | Buy |
3,443
+9
| +0.3% | +$557 | 0.03% | 71 |
|
|
2021
Q2 | $208K | Buy |
3,434
+10
| +0.3% | +$606 | 0.03% | 66 |
|
|
2021
Q1 | $213K | Buy |
3,424
+81
| +2% | +$5.04K | 0.03% | 64 |
|
|
2020
Q4 | $205K | Buy |
+3,343
| New | +$205K | 0.03% | 64 |
|
|
2020
Q3 | – | Sell |
-1,552
| Closed | -$80K | – | 297 |
|
|
2020
Q2 | $80K | Buy |
+1,552
| New | +$80K | 0.01% | 108 |
|