CWM
Cordatus Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
6,374
-36
| -0.6% | -$3.3K | 0.14% | 110 |
|
|
2025
Q1 | $589K | Buy |
6,410
+258
| +4% | +$23.7K | 0.16% | 97 |
|
|
2024
Q4 | $506K | Buy |
6,152
+262
| +4% | +$21.5K | 0.13% | 105 |
|
|
2024
Q3 | $531K | Buy |
5,890
+77
| +1% | +$6.94K | 0.19% | 78 |
|
|
2024
Q2 | $451K | Buy |
+5,813
| New | +$451K | 0.17% | 86 |
|
|
2023
Q3 | – | Sell |
-5,991
| Closed | -$421K | – | 134 |
|
|
2023
Q2 | $421K | Buy |
+5,991
| New | +$421K | 0.16% | 105 |
|