Cornerstone 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 | $463K | Sell |
5,047
-329
| -6% | -$30.2K | 0.03% | 405 |
|
|
2025
Q1 | $494K | Buy |
5,376
+578
| +12% | +$53.1K | 0.03% | 371 |
|
|
2024
Q4 | $395K | Buy |
4,798
+83
| +2% | +$6.83K | 0.03% | 396 |
|
|
2024
Q3 | $425K | Buy |
4,715
+1
| +0% | +$90 | 0.03% | 390 |
|
|
2024
Q2 | $366K | Sell |
4,714
-892
| -16% | -$69.2K | 0.03% | 394 |
|
|
2024
Q1 | $402K | Sell |
5,606
-137
| -2% | -$9.83K | 0.03% | 370 |
|
|
2023
Q4 | $403K | Sell |
5,743
-340
| -6% | -$23.8K | 0.03% | 361 |
|
|
2023
Q3 | $394K | Sell |
6,083
-3
| -0% | -$194 | 0.04% | 360 |
|
|
2023
Q2 | $428K | Sell |
6,086
-317
| -5% | -$22.3K | 0.04% | 332 |
|
|
2023
Q1 | $446K | Buy |
+6,403
| New | +$446K | 0.04% | 299 |
|
|
2022
Q3 | $427K | Buy |
6,280
+279
| +5% | +$19K | 0.05% | 287 |
|
|
2022
Q2 | $428K | Buy |
6,001
+11
| +0.2% | +$785 | 0.05% | 290 |
|
|
2022
Q1 | $434K | Sell |
5,990
-697
| -10% | -$50.5K | 0.04% | 299 |
|
|
2021
Q4 | $459K | Buy |
6,687
+932
| +16% | +$64K | 0.04% | 304 |
|
|
2021
Q3 | $357K | Buy |
5,755
+222
| +4% | +$13.8K | 0.04% | 325 |
|
|
2021
Q2 | $335K | Buy |
5,533
+1,097
| +25% | +$66.4K | 0.04% | 351 |
|
|
2021
Q1 | $276K | Sell |
4,436
-104
| -2% | -$6.47K | 0.03% | 368 |
|
|
2020
Q4 | $279K | Sell |
4,540
-513
| -10% | -$31.5K | 0.04% | 341 |
|
|
2020
Q3 | $274K | Sell |
5,053
-158
| -3% | -$8.57K | 0.04% | 323 |
|
|
2020
Q2 | $270K | Sell |
5,211
-52
| -1% | -$2.69K | 0.04% | 294 |
|
|
2020
Q1 | $285K | Buy |
5,263
+1
| +0% | +$54 | 0.05% | 268 |
|
|
2019
Q4 | $335K | Sell |
5,262
-1,645
| -24% | -$105K | 0.05% | 255 |
|
|
2019
Q3 | $427K | Sell |
6,907
-568
| -8% | -$35.1K | 0.08% | 229 |
|
|
2019
Q2 | $413K | Buy |
7,475
+1,313
| +21% | +$72.5K | 0.07% | 235 |
|
|
2019
Q1 | $724K | Buy |
6,162
+114
| +2% | +$13.4K | 0.09% | 233 |
|
|
2018
Q4 | $263K | Sell |
6,048
-321,659
| -98% | -$14M | 0.06% | 275 |
|
|
2018
Q3 | $6.6M | Sell |
327,707
-12,034
| -4% | -$242K | 0.08% | 231 |
|
|
2018
Q2 | $7.25M | Buy |
339,741
+331,494
| +4,020% | +$7.07M | 0.08% | 249 |
|
|
2018
Q1 | $366K | Buy |
8,247
+1,499
| +22% | +$66.5K | 0.07% | 265 |
|
|
2017
Q4 | $318K | Buy |
6,748
+147
| +2% | +$6.93K | 0.06% | 293 |
|
|
2017
Q3 | $327K | Hold |
6,601
| – | – | 0.07% | 274 |
|
|
2017
Q2 | $312K | Buy |
6,601
+163
| +3% | +$7.7K | 0.07% | 274 |
|
|
2017
Q1 | $324K | Buy |
6,438
+1,794
| +39% | +$90.3K | 0.08% | 243 |
|
|
2016
Q4 | $228K | Sell |
4,644
-135
| -3% | -$6.63K | 0.07% | 250 |
|
|
2016
Q3 | $238K | Buy |
+4,779
| New | +$238K | 0.09% | 231 |
|