Compass Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
3,150
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $290K | Hold |
3,150
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $259K | Hold |
3,150
| – | – | 0.06% | 138 |
|
|
2024
Q3 | $284K | Sell |
3,150
-70
| -2% | -$6.31K | 0.07% | 140 |
|
|
2024
Q2 | $250K | Buy |
3,220
+650
| +25% | +$50.4K | 0.06% | 147 |
|
|
2024
Q1 | $184K | Buy |
2,570
+1,200
| +88% | +$86.1K | 0.05% | 162 |
|
|
2023
Q4 | $96.1K | Sell |
1,370
-250
| -15% | -$17.5K | 0.03% | 193 |
|
|
2023
Q3 | $105K | Hold |
1,620
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $114K | Buy |
1,620
+870
| +116% | +$61.1K | 0.03% | 177 |
|
|
2023
Q1 | $52.2K | Hold |
750
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $53.6K | Buy |
+750
| New | +$53.6K | 0.02% | 223 |
|