Highline Wealth Partners’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 | $1.43M | Buy |
15,561
+1
| +0% | +$92 | 0.42% | 48 |
|
|
2025
Q1 | $1.43M | Buy |
15,560
+252
| +2% | +$23.2K | 0.48% | 46 |
|
|
2024
Q4 | $1.26M | Buy |
15,308
+113
| +0.7% | +$9.3K | 0.41% | 49 |
|
|
2024
Q3 | $1.37M | Buy |
15,195
+16
| +0.1% | +$1.44K | 0.46% | 48 |
|
|
2024
Q2 | $1.18M | Buy |
15,179
+7
| +0% | +$543 | 0.44% | 50 |
|
|
2024
Q1 | $1.09M | Buy |
15,172
+1
| +0% | +$72 | 0.44% | 53 |
|
|
2023
Q4 | $1.06M | Buy |
15,171
+110
| +0.7% | +$7.71K | 0.52% | 52 |
|
|
2023
Q3 | $975K | Hold |
15,061
| – | – | 0.6% | 46 |
|
|
2023
Q2 | $1.06M | Hold |
15,061
| – | – | 0.67% | 41 |
|
|
2023
Q1 | $1.05M | Hold |
15,061
| – | – | 0.72% | 41 |
|
|
2022
Q4 | $1.08M | Hold |
15,061
| – | – | 0.79% | 36 |
|
|
2022
Q3 | $1.02M | Buy |
+15,061
| New | +$1.02M | 0.83% | 32 |
|