CWP
Cyndeo Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
6,514
-36
| -0.5% | -$3.31K | 0.04% | 285 |
|
|
2025
Q1 | $602K | Buy |
6,550
+9
| +0.1% | +$828 | 0.04% | 273 |
|
|
2024
Q4 | $538K | Buy |
6,541
+19
| +0.3% | +$1.56K | 0.04% | 285 |
|
|
2024
Q3 | $588K | Buy |
6,522
+339
| +5% | +$30.6K | 0.04% | 275 |
|
|
2024
Q2 | $480K | Buy |
6,183
+66
| +1% | +$5.12K | 0.04% | 287 |
|
|
2024
Q1 | $439K | Sell |
6,117
-179
| -3% | -$12.8K | 0.04% | 272 |
|
|
2023
Q4 | $442K | Buy |
6,296
+508
| +9% | +$35.6K | 0.04% | 261 |
|
|
2023
Q3 | $375K | Sell |
5,788
-52,644
| -90% | -$3.41M | 0.04% | 248 |
|
|
2023
Q2 | $4.1M | Buy |
58,432
+2,670
| +5% | +$188K | 0.43% | 72 |
|
|
2023
Q1 | $3.88M | Buy |
55,762
+52,309
| +1,515% | +$3.64M | 0.42% | 75 |
|
|
2022
Q4 | $247K | Buy |
+3,453
| New | +$247K | 0.03% | 273 |
|