EWM
Empirical Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
29,719
+3,519
| +13% | +$323K | 0.06% | 189 |
|
|
2025
Q1 | $2.41M | Buy |
26,200
+22,044
| +530% | +$2.03M | 0.06% | 190 |
|
|
2024
Q4 | $342K | Sell |
4,156
-640
| -13% | -$52.7K | 0.01% | 476 |
|
|
2024
Q3 | $432K | Sell |
4,796
-941
| -16% | -$84.9K | 0.01% | 389 |
|
|
2024
Q2 | $445K | Buy |
5,737
+2,729
| +91% | +$212K | 0.01% | 381 |
|
|
2024
Q1 | $216K | Buy |
3,008
+50
| +2% | +$3.59K | 0.01% | 495 |
|
|
2023
Q4 | $207K | Buy |
+2,958
| New | +$207K | 0.01% | 467 |
|