CWG
Cornerstone Wealth Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.39M | Buy |
91,413
+778
| +0.9% | +$71.4K | 0.63% | 44 |
|
|
2025
Q1 | $8.33M | Sell |
90,635
-5,433
| -6% | -$500K | 0.69% | 42 |
|
|
2024
Q4 | $7.91M | Buy |
96,068
+3,078
| +3% | +$253K | 0.65% | 36 |
|
|
2024
Q3 | $8.39M | Buy |
92,990
+2,284
| +3% | +$206K | 0.69% | 34 |
|
|
2024
Q2 | $7.04M | Sell |
90,706
-78,287
| -46% | -$6.07M | 0.63% | 39 |
|
|
2024
Q1 | $12.1M | Buy |
168,993
+4,923
| +3% | +$353K | 1.11% | 20 |
|
|
2023
Q4 | $11.5M | Buy |
164,070
+102,924
| +168% | +$7.22M | 1.65% | 15 |
|
|
2023
Q3 | $3.96M | Buy |
61,146
+579
| +1% | +$37.5K | 0.7% | 45 |
|
|
2023
Q2 | $4.25M | Buy |
60,567
+52,396
| +641% | +$3.68M | 0.77% | 42 |
|
|
2023
Q1 | $569K | Sell |
8,171
-65
| -0.8% | -$4.52K | 0.1% | 110 |
|
|
2022
Q4 | $588K | Buy |
8,236
+116
| +1% | +$8.28K | 0.11% | 95 |
|
|
2022
Q3 | $552K | Buy |
8,120
+226
| +3% | +$15.4K | 0.12% | 89 |
|
|
2022
Q2 | $563K | Buy |
7,894
+22
| +0.3% | +$1.57K | 0.12% | 94 |
|
|
2022
Q1 | $571K | Sell |
7,872
-50
| -0.6% | -$3.63K | 0.1% | 111 |
|
|
2021
Q4 | $543K | Buy |
7,922
+123
| +2% | +$8.43K | 0.09% | 112 |
|
|
2021
Q3 | $483K | Buy |
7,799
+85
| +1% | +$5.26K | 0.09% | 115 |
|
|
2021
Q2 | $484K | Buy |
7,714
+26
| +0.3% | +$1.63K | 0.1% | 111 |
|
|
2021
Q1 | $505K | Buy |
7,688
+286
| +4% | +$18.8K | 0.1% | 119 |
|
|
2020
Q4 | $455K | Sell |
7,402
-1,014
| -12% | -$62.3K | 0.11% | 115 |
|
|
2020
Q3 | $456K | Sell |
8,416
-2,454
| -23% | -$133K | 0.12% | 96 |
|
|
2020
Q2 | $564K | Sell |
10,870
-413
| -4% | -$21.4K | 0.14% | 85 |
|
|
2020
Q1 | $611K | Sell |
11,283
-967
| -8% | -$52.4K | 0.22% | 72 |
|
|
2019
Q4 | $780K | Sell |
12,250
-2,112
| -15% | -$134K | 0.21% | 100 |
|
|
2019
Q3 | $887K | Sell |
14,362
-464
| -3% | -$28.7K | 0.22% | 88 |
|
|
2019
Q2 | $820K | Buy |
14,826
+112
| +0.8% | +$6.2K | 0.22% | 104 |
|
|
2019
Q1 | $760K | Buy |
+14,714
| New | +$760K | 0.19% | 103 |
|