Elwood & Goetz Wealth Advisory Group’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 | $554K | Hold |
6,030
| – | – | 0.12% | 50 |
|
|
2025
Q1 | $554K | Sell |
6,030
-181
| -3% | -$16.6K | 0.14% | 43 |
|
|
2024
Q4 | $511K | Buy |
6,211
+352
| +6% | +$29K | 0.12% | 52 |
|
|
2024
Q3 | $528K | Sell |
5,859
-493
| -8% | -$44.5K | 0.13% | 50 |
|
|
2024
Q2 | $493K | Buy |
6,352
+128
| +2% | +$9.93K | 0.14% | 43 |
|
|
2024
Q1 | $447K | Buy |
6,224
+541
| +10% | +$38.8K | 0.11% | 53 |
|
|
2023
Q4 | $399K | Buy |
5,683
+94
| +2% | +$6.59K | 0.08% | 55 |
|
|
2023
Q3 | $362K | Buy |
5,589
+67
| +1% | +$4.34K | 0.08% | 55 |
|
|
2023
Q2 | $388K | Buy |
5,522
+6
| +0.1% | +$421 | 0.09% | 46 |
|
|
2023
Q1 | $384K | Buy |
5,516
+6
| +0.1% | +$417 | 0.09% | 45 |
|
|
2022
Q4 | $393K | Buy |
5,510
+1,428
| +35% | +$102K | 0.12% | 44 |
|
|
2022
Q3 | $278K | Buy |
4,082
+38
| +0.9% | +$2.59K | 0.09% | 52 |
|
|
2022
Q2 | $288K | Sell |
4,044
-690
| -15% | -$49.1K | 0.1% | 50 |
|
|
2022
Q1 | $343K | Buy |
4,734
+1,226
| +35% | +$88.8K | 0.11% | 48 |
|
|
2021
Q4 | $241K | Buy |
3,508
+205
| +6% | +$14.1K | 0.08% | 53 |
|
|
2021
Q3 | $205K | Buy |
+3,303
| New | +$205K | 0.07% | 53 |
|
|
2021
Q2 | – | Sell |
-3,408
| Closed | -$212K | – | 50 |
|
|
2021
Q1 | $212K | Buy |
+3,408
| New | +$212K | 0.09% | 46 |
|