Carolinas Wealth Consulting’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 | – | Sell |
-5,173
| Closed | -$476K | – | 801 |
|
|
2025
Q1 | $476K | Buy |
5,173
+41
| +0.8% | +$3.77K | 0.1% | 106 |
|
|
2024
Q4 | $422K | Buy |
5,132
+19
| +0.4% | +$1.56K | 0.08% | 118 |
|
|
2024
Q3 | $461K | Buy |
5,113
+16
| +0.3% | +$1.44K | 0.08% | 119 |
|
|
2024
Q2 | $395K | Buy |
5,097
+3,913
| +330% | +$304K | 0.08% | 122 |
|
|
2024
Q1 | $84.9K | Sell |
1,184
-47,975
| -98% | -$3.44M | 0.02% | 292 |
|
|
2023
Q4 | $150K | Sell |
49,159
-32
| -0.1% | -$97 | 0.03% | 187 |
|
|
2023
Q3 | $148K | Buy |
49,191
+2
| +0% | +$6 | 0.04% | 180 |
|
|
2023
Q2 | $152K | Sell |
49,189
-71
| -0.1% | -$220 | 0.03% | 202 |
|
|
2023
Q1 | $156K | Sell |
49,260
-103
| -0.2% | -$326 | 0.03% | 202 |
|
|
2022
Q4 | $166K | Buy |
49,363
+96
| +0.2% | +$323 | 0.04% | 183 |
|
|
2022
Q3 | $154K | Sell |
49,267
-90
| -0.2% | -$281 | 0.04% | 176 |
|
|
2022
Q2 | $166K | Buy |
49,357
+47,515
| +2,580% | +$160K | 0.04% | 179 |
|
|
2022
Q1 | $134K | Sell |
1,842
-838
| -31% | -$61K | 0.03% | 218 |
|
|
2021
Q4 | $184K | Buy |
2,680
+8
| +0.3% | +$549 | 0.04% | 181 |
|
|
2021
Q3 | $166K | Buy |
2,672
+7
| +0.3% | +$435 | 0.04% | 178 |
|
|
2021
Q2 | $161K | Sell |
2,665
-653
| -20% | -$39.5K | 0.04% | 195 |
|
|
2021
Q1 | $206K | Sell |
3,318
-690
| -17% | -$42.8K | 0.05% | 160 |
|
|
2020
Q4 | $246K | Buy |
4,008
+242
| +6% | +$14.9K | 0.07% | 131 |
|
|
2020
Q3 | $204K | Sell |
3,766
-57
| -1% | -$3.09K | 0.07% | 127 |
|
|
2020
Q2 | $198K | Buy |
3,823
+8
| +0.2% | +$414 | 0.08% | 106 |
|
|
2020
Q1 | $206K | Buy |
+3,815
| New | +$206K | 0.11% | 95 |
|