EWM
Evermay Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2K | Hold |
340
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $31.2K | Hold |
340
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $28K | Hold |
340
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $30.6K | Sell |
340
-288
| -46% | -$25.9K | ﹤0.01% | 370 |
|
|
2024
Q2 | $48.7K | Sell |
628
-50
| -7% | -$3.88K | 0.01% | 347 |
|
|
2024
Q1 | $48.6K | Buy |
678
+370
| +120% | +$26.5K | 0.01% | 352 |
|
|
2023
Q4 | $21.6K | Buy |
308
+8
| +3% | +$560 | ﹤0.01% | 390 |
|
|
2023
Q3 | $19.4K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $20.8K | Hold |
300
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $21.4K | Hold |
300
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $20K | Hold |
300
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $21K | Sell |
300
-1,115
| -79% | -$78.1K | ﹤0.01% | 341 |
|
|
2022
Q1 | $103K | Sell |
1,415
-1,170
| -45% | -$85.2K | 0.02% | 251 |
|
|
2021
Q4 | $177K | Buy |
2,585
+100
| +4% | +$6.85K | 0.03% | 182 |
|
|
2021
Q3 | $154K | Sell |
2,485
-320
| -11% | -$19.8K | 0.03% | 181 |
|
|
2021
Q2 | $170K | Buy |
+2,805
| New | +$170K | 0.03% | 189 |
|