Congress 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 | $2.79M | Sell |
30,360
-675
| -2% | -$62K | 0.03% | 504 |
|
|
2025
Q1 | $2.83M | Buy |
31,035
+13,438
| +76% | +$1.23M | 0.03% | 429 |
|
|
2024
Q4 | $1.45M | Sell |
17,597
-16,953
| -49% | -$1.4M | 0.02% | 460 |
|
|
2024
Q3 | $3.12M | Buy |
34,550
+31,110
| +904% | +$2.81M | 0.04% | 363 |
|
|
2024
Q2 | $267K | Sell |
3,440
-135
| -4% | -$10.5K | ﹤0.01% | 640 |
|
|
2024
Q1 | $257K | Sell |
3,575
-2,519
| -41% | -$181K | ﹤0.01% | 529 |
|
|
2023
Q4 | $427K | Buy |
6,094
+2,895
| +90% | +$203K | 0.01% | 487 |
|
|
2023
Q3 | $207K | Buy |
+3,199
| New | +$207K | ﹤0.01% | 578 |
|
|
2023
Q2 | – | Sell |
-3,121
| Closed | -$217K | – | 573 |
|
|
2023
Q1 | $217K | Buy |
3,121
+188
| +6% | +$13.1K | 0.01% | 529 |
|
|
2022
Q4 | $209K | Buy |
+2,933
| New | +$209K | 0.01% | 530 |
|
|
2022
Q3 | – | Sell |
-3,904
| Closed | -$278K | – | 564 |
|
|
2022
Q2 | $278K | Buy |
3,904
+964
| +33% | +$68.6K | 0.01% | 489 |
|
|
2022
Q1 | $213K | Sell |
2,940
-132
| -4% | -$9.56K | ﹤0.01% | 570 |
|
|
2021
Q4 | $211K | Buy |
+3,072
| New | +$211K | ﹤0.01% | 582 |
|