Glass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
2,940
| – | – | 0.14% | 53 |
|
|
2025
Q1 | $270K | Sell |
2,940
-625
| -18% | -$57.5K | 0.16% | 56 |
|
|
2024
Q4 | $293K | Hold |
3,565
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $321K | Hold |
3,565
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $277K | Hold |
3,565
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $256K | Buy |
+3,565
| New | +$256K | 0.16% | 55 |
|