CSWM
Cassady Schiller Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.4K | Buy |
637
+81
| +15% | +$6.67K | 0.02% | 199 |
|
|
2024
Q3 | $50.1K | Hold |
556
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $43.1K | Hold |
556
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $39.9K | Hold |
556
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $39K | Buy |
556
+176
| +46% | +$12.3K | 0.02% | 218 |
|
|
2023
Q3 | $24.6K | Sell |
380
-150
| -28% | -$9.71K | 0.01% | 261 |
|
|
2023
Q2 | $37.2K | Hold |
530
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $36.9K | Hold |
530
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $37.8K | Buy |
+530
| New | +$37.8K | 0.02% | 215 |
|
|
2022
Q1 | – | Sell |
-413
| Closed | -$28K | – | 522 |
|
|
2021
Q4 | $28K | Buy |
+413
| New | +$28K | 0.02% | 248 |
|