Darwin Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Hold |
569
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $46.8K | Hold |
569
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $46.8K | Sell |
569
-437
| -43% | -$36K | 0.02% | 229 |
|
|
2024
Q3 | $90.7K | Buy |
+1,006
| New | +$90.7K | 0.02% | 192 |
|
|
2020
Q2 | – | Sell |
-1,865
| Closed | -$100K | – | 672 |
|
|
2020
Q1 | $100K | Buy |
+1,865
| New | +$100K | 0.03% | 178 |
|
|
2016
Q4 | – | Sell |
-29,933
| Closed | -$1.54M | – | 119 |
|
|
2016
Q3 | $1.54M | Buy |
29,933
+4,743
| +19% | +$243K | 1.19% | 35 |
|
|
2016
Q2 | $1.35M | Buy |
+25,190
| New | +$1.35M | 1.15% | 39 |
|