CWM
CarsonAllaria Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-115
| Closed | -$9.54K | – | 371 |
|
|
2024
Q4 | $9.54K | Sell |
115
-100
| -47% | -$8.3K | 0.01% | 255 |
|
|
2024
Q3 | $19.4K | Buy |
215
+1
| +0.5% | +$90 | 0.01% | 204 |
|
|
2024
Q2 | $16.6K | Sell |
214
-100
| -32% | -$7.78K | 0.01% | 208 |
|
|
2024
Q1 | $22.5K | Sell |
314
-354
| -53% | -$25.4K | 0.01% | 187 |
|
|
2023
Q4 | $46.9K | Sell |
668
-217
| -25% | -$15.2K | 0.03% | 117 |
|
|
2023
Q3 | $57.3K | Hold |
885
| – | – | 0.05% | 108 |
|
|
2023
Q2 | $62.2K | Buy |
885
+61
| +7% | +$4.29K | 0.05% | 103 |
|
|
2023
Q1 | $57.4K | Buy |
824
+355
| +76% | +$24.7K | 0.05% | 107 |
|
|
2022
Q4 | $34K | Buy |
469
+1
| +0.2% | +$72 | 0.03% | 124 |
|
|
2022
Q3 | $32K | Buy |
468
+1
| +0.2% | +$68 | 0.03% | 123 |
|
|
2022
Q2 | $33K | Buy |
467
+1
| +0.2% | +$71 | 0.03% | 126 |
|
|
2022
Q1 | $34K | Buy |
466
+2
| +0.4% | +$146 | 0.03% | 130 |
|
|
2021
Q4 | $32K | Buy |
+464
| New | +$32K | 0.03% | 144 |
|