CWP
Concord Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
44,504
+1,672
| +4% | +$154K | 0.6% | 33 |
|
|
2025
Q1 | $3.94M | Buy |
42,832
+2,671
| +7% | +$246K | 0.65% | 33 |
|
|
2024
Q4 | $3.31M | Buy |
40,161
+2,052
| +5% | +$169K | 0.54% | 44 |
|
|
2024
Q3 | $3.44M | Buy |
38,109
+7,855
| +26% | +$708K | 0.57% | 48 |
|
|
2024
Q2 | $2.35M | Buy |
30,254
+407
| +1% | +$31.6K | 0.41% | 57 |
|
|
2024
Q1 | $2.14M | Buy |
29,847
+6,539
| +28% | +$469K | 0.39% | 63 |
|
|
2023
Q4 | $1.63M | Buy |
23,308
+2,611
| +13% | +$183K | 0.33% | 67 |
|
|
2023
Q3 | $1.34M | Buy |
20,697
+2,644
| +15% | +$171K | 0.28% | 62 |
|
|
2023
Q2 | $1.27M | Buy |
18,053
+5,499
| +44% | +$386K | 0.27% | 61 |
|
|
2023
Q1 | $873K | Buy |
12,554
+6,036
| +93% | +$420K | 0.25% | 55 |
|
|
2022
Q4 | $465K | Sell |
6,518
-395
| -6% | -$28.2K | 0.14% | 89 |
|
|
2022
Q3 | $470K | Sell |
6,913
-655
| -9% | -$44.5K | 0.15% | 92 |
|
|
2022
Q2 | $540K | Buy |
7,568
+63
| +0.8% | +$4.5K | 0.15% | 93 |
|
|
2022
Q1 | $544K | Buy |
7,505
+16
| +0.2% | +$1.16K | 0.14% | 97 |
|
|
2021
Q4 | $514K | Buy |
7,489
+769
| +11% | +$52.8K | 0.13% | 99 |
|
|
2021
Q3 | $416K | Sell |
6,720
-270
| -4% | -$16.7K | 0.17% | 43 |
|
|
2021
Q2 | $423K | Sell |
6,990
-18
| -0.3% | -$1.09K | 0.12% | 75 |
|
|
2021
Q1 | $436K | Buy |
7,008
+18
| +0.3% | +$1.12K | 0.15% | 69 |
|
|
2020
Q4 | $429K | Buy |
+6,990
| New | +$429K | 0.33% | 36 |
|