Cassaday & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
12,418
+469
| +4% | +$43.1K | 0.03% | 117 |
|
|
2025
Q1 | $1.1M | Hold |
11,949
| – | – | 0.03% | 107 |
|
|
2024
Q4 | $984K | Sell |
11,949
-585
| -5% | -$48.2K | 0.03% | 121 |
|
|
2024
Q3 | $1.13M | Buy |
12,534
+1,038
| +9% | +$93.6K | 0.03% | 102 |
|
|
2024
Q2 | $892K | Sell |
11,496
-215
| -2% | -$16.7K | 0.03% | 117 |
|
|
2024
Q1 | $840K | Buy |
11,711
+209
| +2% | +$15K | 0.03% | 120 |
|
|
2023
Q4 | $807K | Sell |
11,502
-329
| -3% | -$23.1K | 0.03% | 111 |
|
|
2023
Q3 | $766K | Sell |
11,831
-61
| -0.5% | -$3.95K | 0.03% | 108 |
|
|
2023
Q2 | $835K | Sell |
11,892
-139
| -1% | -$9.77K | 0.03% | 109 |
|
|
2023
Q1 | $837K | Buy |
12,031
+646
| +6% | +$44.9K | 0.04% | 111 |
|
|
2022
Q4 | $813K | Buy |
+11,385
| New | +$813K | 0.04% | 108 |
|