Elevate Wealth Advisory’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 | $606K | Buy |
6,603
+417
| +7% | +$38.3K | 0.43% | 41 |
|
|
2025
Q1 | $569K | Sell |
6,186
-14
| -0.2% | -$1.29K | 0.4% | 44 |
|
|
2024
Q4 | $510K | Buy |
6,200
+123
| +2% | +$10.1K | 0.38% | 42 |
|
|
2024
Q3 | $548K | Sell |
6,077
-12
| -0.2% | -$1.08K | 0.41% | 40 |
|
|
2024
Q2 | $472K | Buy |
6,089
+2,802
| +85% | +$217K | 0.38% | 40 |
|
|
2024
Q1 | $236K | Sell |
3,287
-7
| -0.2% | -$502 | 0.21% | 55 |
|
|
2023
Q4 | $231K | Buy |
+3,294
| New | +$231K | 0.21% | 54 |
|