Destination 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 | $657K | Buy |
7,158
+82
| +1% | +$7.53K | 0.02% | 153 |
|
|
2025
Q1 | $651K | Sell |
7,076
-347
| -5% | -$31.9K | 0.02% | 142 |
|
|
2024
Q4 | $611K | Buy |
7,423
+2,122
| +40% | +$175K | 0.02% | 143 |
|
|
2024
Q3 | $478K | Buy |
+5,301
| New | +$478K | 0.01% | 160 |
|
|
2019
Q4 | – | Sell |
-5,390
| Closed | -$333K | – | 163 |
|
|
2019
Q3 | $333K | Buy |
5,390
+4,737
| +725% | +$293K | 0.02% | 121 |
|
|
2019
Q2 | $36K | Sell |
653
-404
| -38% | -$22.3K | ﹤0.01% | 319 |
|
|
2019
Q1 | $55K | Sell |
1,057
-413
| -28% | -$21.5K | ﹤0.01% | 249 |
|
|
2018
Q4 | $65K | Buy |
1,470
+389
| +36% | +$17.2K | ﹤0.01% | 232 |
|
|
2018
Q3 | $47K | Sell |
1,081
-1,234
| -53% | -$53.7K | ﹤0.01% | 297 |
|
|
2018
Q2 | $107K | Buy |
2,315
+1,811
| +359% | +$83.7K | 0.01% | 179 |
|
|
2018
Q1 | $23K | Buy |
+504
| New | +$23K | ﹤0.01% | 324 |
|
|
2017
Q2 | – | Sell |
-5,254
| Closed | -$262K | – | 163 |
|
|
2017
Q1 | $262K | Buy |
5,254
+275
| +6% | +$13.7K | 0.02% | 140 |
|
|
2016
Q4 | $245K | Buy |
+4,979
| New | +$245K | 0.02% | 152 |
|