EWM
EPG Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
15,920
-1,391
| -8% | -$128K | 0.44% | 64 |
|
|
2025
Q1 | $1.59M | Buy |
17,311
+364
| +2% | +$33.5K | 0.44% | 61 |
|
|
2024
Q4 | $1.4M | Sell |
16,947
-182
| -1% | -$15K | 0.37% | 74 |
|
|
2024
Q3 | $1.54M | Buy |
+17,129
| New | +$1.54M | 0.39% | 69 |
|
|
2024
Q2 | – | Sell |
-10,273
| Closed | -$737K | – | 130 |
|
|
2024
Q1 | $737K | Buy |
10,273
+24
| +0.2% | +$1.72K | 0.18% | 141 |
|
|
2023
Q4 | $692K | Buy |
10,249
+4
| +0% | +$270 | 0.18% | 137 |
|
|
2023
Q3 | $663K | Buy |
10,245
+29
| +0.3% | +$1.88K | 0.2% | 127 |
|
|
2023
Q2 | $718K | Buy |
10,216
+22
| +0.2% | +$1.55K | 0.21% | 116 |
|
|
2023
Q1 | $709K | Buy |
10,194
+374
| +4% | +$26K | 0.22% | 105 |
|
|
2022
Q4 | $701K | Buy |
9,820
+22
| +0.2% | +$1.57K | 0.27% | 89 |
|
|
2022
Q3 | $666K | Sell |
9,798
-19
| -0.2% | -$1.29K | 0.27% | 83 |
|
|
2022
Q2 | $700K | Sell |
9,817
-70
| -0.7% | -$4.99K | 0.3% | 79 |
|
|
2022
Q1 | $717K | Buy |
9,887
+960
| +11% | +$69.6K | 0.25% | 82 |
|
|
2021
Q4 | $612K | Buy |
8,927
+2,204
| +33% | +$151K | 0.22% | 95 |
|
|
2021
Q3 | $417K | Buy |
6,723
+66
| +1% | +$4.09K | 0.17% | 124 |
|
|
2021
Q2 | $403K | Sell |
6,657
-55
| -0.8% | -$3.33K | 0.17% | 123 |
|
|
2021
Q1 | $417K | Buy |
+6,712
| New | +$417K | 0.2% | 109 |
|
|
2020
Q3 | – | Sell |
-4,274
| Closed | -$222K | – | 141 |
|
|
2020
Q2 | $222K | Sell |
4,274
-1,606
| -27% | -$83.4K | 0.16% | 130 |
|
|
2020
Q1 | $319K | Buy |
5,880
+1,207
| +26% | +$65.5K | 0.23% | 84 |
|
|
2019
Q4 | $298K | Buy |
+4,673
| New | +$298K | 0.22% | 75 |
|