Capital Wealth Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $800K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $479K | Hold |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $435K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.42M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $14.4M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $536K | Sell |
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|
2016
Q1 | $1.85M | Buy |
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|
2015
Q4 | $719K | Sell |
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|
2015
Q3 | $1.4M | Sell |
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|
2015
Q2 | $1.33M | Buy |
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|
2015
Q1 | $735K | Buy |
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|
2014
Q4 | $399K | Sell |
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|
2014
Q3 | $1.13M | Buy |
|
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|
2014
Q2 | $1.07M | Buy |
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|
2014
Q1 | $733K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $687K | Buy |
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|
2013
Q2 | $456K | Buy |
|