Dakota 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 | $12.9M | Sell |
140,307
-74
| -0.1% | -$6.8K | 0.27% | 74 |
|
|
2025
Q1 | $12.9M | Sell |
140,381
-28,428
| -17% | -$2.61M | 0.3% | 70 |
|
|
2024
Q4 | $13.9M | Sell |
168,809
-3,640
| -2% | -$300K | 0.32% | 71 |
|
|
2024
Q3 | $15.6M | Sell |
172,449
-12,181
| -7% | -$1.1M | 0.35% | 60 |
|
|
2024
Q2 | $14.3M | Buy |
184,630
+184
| +0.1% | +$14.3K | 0.34% | 56 |
|
|
2024
Q1 | $13.2M | Buy |
184,446
+180,981
| +5,223% | +$13M | 0.33% | 70 |
|
|
2023
Q4 | $243K | Buy |
+3,465
| New | +$243K | 0.01% | 559 |
|
|
2021
Q2 | – | Sell |
-4,951
| Closed | -$307K | – | 343 |
|
|
2021
Q1 | $307K | Sell |
4,951
-70
| -1% | -$4.34K | 0.04% | 251 |
|
|
2020
Q4 | $308K | Hold |
5,021
| – | – | 0.04% | 252 |
|
|
2020
Q3 | $272K | Sell |
5,021
-640
| -11% | -$34.7K | 0.04% | 231 |
|
|
2020
Q2 | $294K | Sell |
5,661
-180
| -3% | -$9.35K | 0.05% | 218 |
|
|
2020
Q1 | $317K | Buy |
5,841
+2,081
| +55% | +$113K | 0.07% | 191 |
|
|
2019
Q4 | $240K | Sell |
3,760
-130
| -3% | -$8.3K | 0.04% | 266 |
|
|
2019
Q3 | $240K | Sell |
3,890
-80
| -2% | -$4.94K | 0.04% | 261 |
|
|
2019
Q2 | $222K | Sell |
3,970
-100
| -2% | -$5.59K | 0.04% | 258 |
|
|
2019
Q1 | $211K | Buy |
+4,070
| New | +$211K | 0.04% | 277 |
|
|
2018
Q3 | – | Sell |
-4,320
| Closed | -$200K | – | 297 |
|
|
2018
Q2 | $200K | Buy |
+4,320
| New | +$200K | 0.06% | 195 |
|