IAG 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 | $98.6K | Hold |
1,074
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $98.7K | Hold |
1,074
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $88.4K | Buy |
1,074
+256
| +31% | +$21.1K | 0.02% | 144 |
|
|
2024
Q3 | $73.8K | Hold |
818
| – | – | 0.01% | 158 |
|
|
2024
Q2 | $63.4K | Hold |
818
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $58.7K | Hold |
818
| – | – | 0.01% | 156 |
|
|
2023
Q4 | $57.4K | Buy |
818
+611
| +295% | +$42.8K | 0.01% | 150 |
|
|
2023
Q3 | $13.4K | Hold |
207
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $14.5K | Hold |
207
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $14.4K | Sell |
207
-335
| -62% | -$23.3K | ﹤0.01% | 263 |
|
|
2022
Q4 | $38.7K | Sell |
542
-518
| -49% | -$37K | 0.01% | 160 |
|
|
2022
Q3 | $72K | Sell |
1,060
-2,373
| -69% | -$161K | 0.02% | 101 |
|
|
2022
Q2 | $245K | Hold |
3,433
| – | – | 0.08% | 56 |
|
|
2022
Q1 | $249K | Hold |
3,433
| – | – | 0.08% | 57 |
|
|
2021
Q4 | $235K | Buy |
3,433
+2,826
| +466% | +$193K | 0.08% | 55 |
|
|
2021
Q3 | $38K | Hold |
607
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $37K | Buy |
607
+145
| +31% | +$8.84K | 0.01% | 146 |
|
|
2021
Q1 | $29K | Buy |
462
+255
| +123% | +$16K | 0.01% | 155 |
|
|
2020
Q4 | $13K | Hold |
207
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $12K | Buy |
207
+185
| +841% | +$10.7K | 0.01% | 210 |
|
|
2020
Q2 | $2K | Sell |
22
-26
| -54% | -$2.36K | ﹤0.01% | 369 |
|
|
2020
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 313 |
|
|
2019
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 331 |
|