Drive 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 | $488K | Buy |
5,309
+688
| +15% | +$63.2K | 0.11% | 163 |
|
|
2025
Q1 | $425K | Buy |
4,621
+165
| +4% | +$15.2K | 0.1% | 159 |
|
|
2024
Q4 | $367K | Buy |
4,456
+444
| +11% | +$36.6K | 0.09% | 179 |
|
|
2024
Q3 | $362K | Buy |
4,012
+105
| +3% | +$9.47K | 0.09% | 177 |
|
|
2024
Q2 | $303K | Buy |
3,907
+448
| +13% | +$34.8K | 0.08% | 192 |
|
|
2024
Q1 | $248K | Sell |
3,459
-203
| -6% | -$14.6K | 0.07% | 238 |
|
|
2023
Q4 | $257K | Buy |
3,662
+405
| +12% | +$28.4K | 0.08% | 224 |
|
|
2023
Q3 | $211K | Buy |
3,257
+86
| +3% | +$5.57K | 0.08% | 238 |
|
|
2023
Q2 | $223K | Buy |
3,171
+286
| +10% | +$20.1K | 0.08% | 228 |
|
|
2023
Q1 | $201K | Buy |
+2,885
| New | +$201K | 0.08% | 259 |
|