Executive Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.47M | Buy |
102,859
+23,050
| +29% | +$1.9M | 0.66% | 47 |
|
|
2024
Q3 | $7.2M | Buy |
+79,809
| New | +$7.2M | 0.56% | 59 |
|
|
2024
Q2 | – | Sell |
-79,978
| Closed | -$5.69M | – | 228 |
|
|
2024
Q1 | $5.69M | Sell |
79,978
-1,116
| -1% | -$79.3K | 0.5% | 71 |
|
|
2023
Q4 | $5.69M | Buy |
+81,094
| New | +$5.69M | 0.54% | 65 |
|
|
2019
Q3 | – | Sell |
-853
| Closed | -$47K | – | 682 |
|
|
2019
Q2 | $47K | Sell |
853
-248
| -23% | -$13.7K | 0.01% | 305 |
|
|
2019
Q1 | $57K | Hold |
1,101
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $48K | Buy |
+1,101
| New | +$48K | 0.01% | 287 |
|