Carson Wealth (CWM LLC)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Buy |
98,283
+5,118
| +5% | +$470K | 0.03% | 414 |
|
|
2025
Q1 | $8.57M | Sell |
93,165
-92,555
| -50% | -$8.51M | 0.03% | 383 |
|
|
2024
Q4 | $15.3M | Buy |
185,720
+7,341
| +4% | +$604K | 0.06% | 248 |
|
|
2024
Q3 | $16.1M | Buy |
178,379
+9,481
| +6% | +$855K | 0.07% | 236 |
|
|
2024
Q2 | $13.1M | Buy |
168,898
+4,650
| +3% | +$361K | 0.06% | 254 |
|
|
2024
Q1 | $11.8M | Buy |
164,248
+10,505
| +7% | +$754K | 0.06% | 269 |
|
|
2023
Q4 | $10.8M | Buy |
153,743
+27,809
| +22% | +$1.95M | 0.06% | 262 |
|
|
2023
Q3 | $8.15M | Buy |
125,934
+39,211
| +45% | +$2.54M | 0.05% | 272 |
|
|
2023
Q2 | $6.09M | Buy |
86,723
+9,680
| +13% | +$680K | 0.04% | 310 |
|
|
2023
Q1 | $5.36M | Buy |
77,043
+11,683
| +18% | +$813K | 0.04% | 309 |
|
|
2022
Q4 | $4.67M | Buy |
65,360
+7,962
| +14% | +$569K | 0.03% | 316 |
|
|
2022
Q3 | $3.9M | Buy |
57,398
+11,634
| +25% | +$791K | 0.03% | 319 |
|
|
2022
Q2 | $3.26M | Buy |
45,764
+4,352
| +11% | +$310K | 0.03% | 345 |
|
|
2022
Q1 | $3M | Buy |
41,412
+5,277
| +15% | +$383K | 0.02% | 359 |
|
|
2021
Q4 | $2.48M | Buy |
+36,135
| New | +$2.48M | 0.02% | 389 |
|
|
2021
Q2 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2021
Q1 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2020
Q4 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2020
Q3 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2020
Q2 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2020
Q1 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2019
Q4 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2019
Q3 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2019
Q2 | $28.9M | Hold |
476,778
| – | – | 0.23% | 84 |
|
|
2019
Q1 | $28.9M | Buy |
476,778
+380,487
| +395% | +$23M | 0.23% | 84 |
|
|
2018
Q4 | $4.23M | Buy |
96,291
+66,470
| +223% | +$2.92M | 0.11% | 173 |
|
|
2018
Q3 | $1.3M | Buy |
29,821
+13,836
| +87% | +$603K | 0.03% | 291 |
|
|
2018
Q2 | $740K | Buy |
15,985
+14,262
| +828% | +$660K | 0.02% | 296 |
|
|
2018
Q1 | $77K | Buy |
1,723
+191
| +12% | +$8.54K | ﹤0.01% | 485 |
|
|
2017
Q4 | $74K | Sell |
1,532
-122
| -7% | -$5.89K | ﹤0.01% | 464 |
|
|
2017
Q3 | $81K | Buy |
1,654
+143
| +9% | +$7K | ﹤0.01% | 440 |
|
|
2017
Q2 | $72K | Sell |
1,511
-171
| -10% | -$8.15K | ﹤0.01% | 424 |
|
|
2017
Q1 | $84K | Sell |
1,682
-3,051
| -64% | -$152K | ﹤0.01% | 379 |
|
|
2016
Q4 | $233K | Buy |
4,733
+2,694
| +132% | +$133K | 0.01% | 260 |
|
|
2016
Q3 | $105K | Buy |
2,039
+1,421
| +230% | +$73.2K | 0.01% | 330 |
|
|
2016
Q2 | $33K | Sell |
618
-209
| -25% | -$11.2K | ﹤0.01% | 416 |
|
|
2016
Q1 | $43K | Hold |
827
| – | – | ﹤0.01% | 361 |
|
|
2015
Q4 | $39K | Sell |
827
-40
| -5% | -$1.89K | ﹤0.01% | 341 |
|
|
2015
Q3 | $39K | Buy |
+867
| New | +$39K | ﹤0.01% | 304 |
|