GWM
Guardian Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-117
| Closed | -$10.8K | – | 185 |
|
|
2025
Q1 | $10.8K | Hold |
117
| – | – | 0.01% | 156 |
|
|
2024
Q4 | $9.6K | Buy |
117
+1
| +0.9% | +$82 | 0.01% | 170 |
|
|
2024
Q3 | $10.5K | Buy |
116
+1
| +0.9% | +$90 | 0.01% | 167 |
|
|
2024
Q2 | $8.9K | Buy |
115
+1
| +0.9% | +$77 | 0.01% | 172 |
|
|
2024
Q1 | $8.16K | Buy |
114
+1
| +0.9% | +$72 | 0.01% | 174 |
|
|
2023
Q4 | $7.89K | Buy |
113
+2
| +2% | +$140 | 0.01% | 178 |
|
|
2023
Q3 | $7.22K | Buy |
111
+1
| +0.9% | +$65 | 0.01% | 172 |
|
|
2023
Q2 | $7.75K | Buy |
110
+1
| +0.9% | +$70 | 0.01% | 171 |
|
|
2023
Q1 | $7.6K | Buy |
109
+1
| +0.9% | +$70 | 0.01% | 176 |
|
|
2022
Q4 | $7.72K | Buy |
108
+1
| +0.9% | +$71 | 0.01% | 183 |
|
|
2022
Q3 | $7K | Buy |
107
+1
| +0.9% | +$65 | 0.01% | 177 |
|
|
2022
Q2 | $8K | Buy |
106
+1
| +1% | +$75 | 0.01% | 168 |
|
|
2022
Q1 | $8K | Buy |
105
+1
| +1% | +$76 | 0.01% | 182 |
|
|
2021
Q4 | $7K | Buy |
+104
| New | +$7K | 0.01% | 181 |
|