CWM
Chronos Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
86,545
+805
| +0.9% | +$73.9K | 4.12% | 9 |
|
|
2025
Q1 | $7.88M | Buy |
85,740
+304
| +0.4% | +$28K | 4.23% | 10 |
|
|
2024
Q4 | $7.03M | Buy |
85,436
+1,050
| +1% | +$86.4K | 3.59% | 12 |
|
|
2024
Q3 | $7.61M | Sell |
84,386
-40
| -0% | -$3.61K | 3.97% | 11 |
|
|
2024
Q2 | $6.55M | Buy |
84,426
+483
| +0.6% | +$37.5K | 3.64% | 12 |
|
|
2024
Q1 | $6.02M | Buy |
83,943
+3,471
| +4% | +$249K | 3.52% | 13 |
|
|
2023
Q4 | $5.64M | Sell |
80,472
-257
| -0.3% | -$18K | 3.59% | 12 |
|
|
2023
Q3 | $5.22M | Buy |
80,729
+3,211
| +4% | +$208K | 3.66% | 12 |
|
|
2023
Q2 | $5.45M | Sell |
77,518
-345
| -0.4% | -$24.2K | 3.77% | 13 |
|
|
2023
Q1 | $5.42M | Buy |
77,863
+287
| +0.4% | +$20K | 4.07% | 11 |
|
|
2022
Q4 | $5.54M | Buy |
77,576
+6,119
| +9% | +$437K | 4.37% | 11 |
|
|
2022
Q3 | $4.86M | Sell |
71,457
-4,090
| -5% | -$278K | 4.02% | 11 |
|
|
2022
Q2 | $5.39M | Buy |
75,547
+380
| +0.5% | +$27.1K | 4.04% | 11 |
|
|
2022
Q1 | $5.45M | Buy |
75,167
+5,167
| +7% | +$375K | 3.47% | 13 |
|
|
2021
Q4 | $4.8M | Sell |
70,000
-293
| -0.4% | -$20.1K | 2.91% | 17 |
|
|
2021
Q3 | $4.36M | Sell |
70,293
-51
| -0.1% | -$3.16K | 2.96% | 15 |
|
|
2021
Q2 | $4.26M | Buy |
70,344
+61
| +0.1% | +$3.69K | 2.92% | 15 |
|
|
2021
Q1 | $4.37M | Buy |
70,283
+1,299
| +2% | +$80.8K | 3.31% | 13 |
|
|
2020
Q4 | $4.24M | Sell |
68,984
-1,719
| -2% | -$106K | 3.48% | 13 |
|
|
2020
Q3 | $3.83M | Buy |
70,703
+4,143
| +6% | +$225K | 3.45% | 13 |
|
|
2020
Q2 | $3.45M | Buy |
66,560
+22,317
| +50% | +$1.16M | 3.34% | 13 |
|
|
2020
Q1 | $2.4M | Buy |
44,243
+5,026
| +13% | +$272K | 2.76% | 16 |
|
|
2019
Q4 | $2.5M | Buy |
+39,217
| New | +$2.5M | 2.45% | 17 |
|