Cherry Tree 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 | $19.5K | Hold |
212
| – | – | ﹤0.01% | 346 |
|
|
2025
Q1 | $19.5K | Buy |
212
+91
| +75% | +$8.37K | ﹤0.01% | 357 |
|
|
2024
Q4 | $9.96K | Hold |
121
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $10.9K | Hold |
121
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $9.39K | Hold |
121
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $8.68K | Hold |
121
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $8.49K | Hold |
121
| – | – | ﹤0.01% | 373 |
|
|
2023
Q3 | $7.83K | Buy |
+121
| New | +$7.83K | ﹤0.01% | 362 |
|