Daymark Wealth Partners’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 | $3.35M | Buy |
36,505
+182
| +0.5% | +$16.7K | 0.13% | 139 |
|
|
2025
Q1 | $3.34M | Sell |
36,323
-969
| -3% | -$89.1K | 0.14% | 120 |
|
|
2024
Q4 | $3.07M | Buy |
37,292
+356
| +1% | +$29.3K | 0.13% | 128 |
|
|
2024
Q3 | $3.33M | Buy |
36,936
+2,394
| +7% | +$216K | 0.14% | 125 |
|
|
2024
Q2 | $2.68M | Buy |
34,542
+2,901
| +9% | +$225K | 0.12% | 136 |
|
|
2024
Q1 | $2.27M | Sell |
31,641
-761
| -2% | -$54.6K | 0.12% | 123 |
|
|
2023
Q4 | $2.27M | Buy |
32,402
+297
| +0.9% | +$20.8K | 0.14% | 119 |
|
|
2023
Q3 | $2.08M | Buy |
32,105
+6,028
| +23% | +$390K | 0.14% | 121 |
|
|
2023
Q2 | $1.83M | Buy |
26,077
+21,200
| +435% | +$1.49M | 0.14% | 122 |
|
|
2023
Q1 | $339K | Buy |
4,877
+874
| +22% | +$60.8K | 0.05% | 225 |
|
|
2022
Q4 | $286K | Buy |
+4,003
| New | +$286K | 0.05% | 187 |
|