CWM
Chesapeake Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
7,801
+4,628
| +146% | +$425K | 0.24% | 94 |
|
|
2025
Q1 | $292K | Sell |
3,173
-60
| -2% | -$5.52K | 0.1% | 133 |
|
|
2024
Q4 | $266K | Hold |
3,233
| – | – | 0.09% | 142 |
|
|
2024
Q3 | $292K | Hold |
3,233
| – | – | 0.1% | 133 |
|
|
2024
Q2 | $251K | Hold |
3,233
| – | – | 0.09% | 139 |
|
|
2024
Q1 | $232K | Buy |
+3,233
| New | +$232K | 0.08% | 144 |
|
|
2023
Q4 | – | Sell |
-3,173
| Closed | -$205K | – | 156 |
|
|
2023
Q3 | $205K | Sell |
3,173
-100
| -3% | -$6.47K | 0.09% | 147 |
|
|
2023
Q2 | $230K | Sell |
3,273
-1,175
| -26% | -$82.5K | 0.09% | 144 |
|
|
2023
Q1 | $309K | Sell |
4,448
-225
| -5% | -$15.7K | 0.13% | 125 |
|
|
2022
Q4 | $334K | Sell |
4,673
-600
| -11% | -$42.8K | 0.15% | 127 |
|
|
2022
Q3 | $359K | Buy |
5,273
+1,000
| +23% | +$68.1K | 0.16% | 116 |
|
|
2022
Q2 | $304K | Hold |
4,273
| – | – | 0.13% | 134 |
|
|
2022
Q1 | $310K | Buy |
+4,273
| New | +$310K | 0.11% | 149 |
|