IHT Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
25,394
-774
| -3% | -$71.1K | 0.06% | 287 |
|
|
2025
Q1 | $2.41M | Buy |
26,168
+673
| +3% | +$61.9K | 0.08% | 248 |
|
|
2024
Q4 | $2.1M | Sell |
25,495
-2,544
| -9% | -$209K | 0.07% | 264 |
|
|
2024
Q3 | $2.53M | Buy |
28,039
+1,840
| +7% | +$166K | 0.07% | 266 |
|
|
2024
Q2 | $2.03M | Buy |
26,199
+965
| +4% | +$74.9K | 0.08% | 254 |
|
|
2024
Q1 | $1.81M | Buy |
25,234
+276
| +1% | +$19.8K | 0.07% | 275 |
|
|
2023
Q4 | $1.75M | Sell |
24,958
-30
| -0.1% | -$2.1K | 0.08% | 245 |
|
|
2023
Q3 | $1.62M | Buy |
24,988
+748
| +3% | +$48.4K | 0.08% | 237 |
|
|
2023
Q2 | $1.7M | Sell |
24,240
-1,605
| -6% | -$113K | 0.09% | 211 |
|
|
2023
Q1 | $1.8M | Buy |
25,845
+1,492
| +6% | +$104K | 0.1% | 197 |
|
|
2022
Q4 | $1.74M | Buy |
24,353
+5,220
| +27% | +$373K | 0.11% | 193 |
|
|
2022
Q3 | $1.3M | Buy |
19,133
+4,868
| +34% | +$331K | 0.1% | 229 |
|
|
2022
Q2 | $1.02M | Buy |
14,265
+226
| +2% | +$16.1K | 0.09% | 236 |
|
|
2022
Q1 | $1.02M | Buy |
14,039
+276
| +2% | +$20K | 0.08% | 253 |
|
|
2021
Q4 | $944K | Buy |
13,763
+2,639
| +24% | +$181K | 0.07% | 273 |
|
|
2021
Q3 | $689K | Sell |
11,124
-8,420
| -43% | -$522K | 0.06% | 330 |
|
|
2021
Q2 | $1.18M | Buy |
19,544
+851
| +5% | +$51.5K | 0.08% | 286 |
|
|
2021
Q1 | $1.16M | Buy |
18,693
+1,380
| +8% | +$85.8K | 0.08% | 245 |
|
|
2020
Q4 | $1.06M | Buy |
17,313
+1,276
| +8% | +$78.4K | 0.09% | 229 |
|
|
2020
Q3 | $870K | Buy |
16,037
+5,048
| +46% | +$274K | 0.09% | 240 |
|
|
2020
Q2 | $570K | Sell |
10,989
-5,662
| -34% | -$294K | 0.08% | 264 |
|
|
2020
Q1 | $901K | Buy |
16,651
+3,013
| +22% | +$163K | 0.13% | 178 |
|
|
2019
Q4 | $869K | Sell |
13,638
-235
| -2% | -$15K | 0.1% | 230 |
|
|
2019
Q3 | $857K | Buy |
13,873
+7,949
| +134% | +$491K | 0.12% | 206 |
|
|
2019
Q2 | $327K | Sell |
5,924
-2,877
| -33% | -$159K | 0.05% | 376 |
|
|
2019
Q1 | $455K | Sell |
8,801
-30
| -0.3% | -$1.55K | 0.08% | 282 |
|
|
2018
Q4 | $388K | Buy |
8,831
+16
| +0.2% | +$703 | 0.07% | 286 |
|
|
2018
Q3 | $384K | Buy |
8,815
+1,244
| +16% | +$54.2K | 0.08% | 275 |
|
|
2018
Q2 | $351K | Buy |
7,571
+2,893
| +62% | +$134K | 0.09% | 272 |
|
|
2018
Q1 | $207K | Sell |
4,678
-6,019
| -56% | -$266K | 0.06% | 339 |
|
|
2017
Q4 | $505K | Buy |
10,697
+7,415
| +226% | +$350K | 0.13% | 194 |
|
|
2017
Q3 | $163K | Sell |
3,282
-647
| -16% | -$32.1K | 0.07% | 284 |
|
|
2017
Q2 | $2 | Buy |
3,929
+1,648
| +72% | +$1 | ﹤0.01% | 1243 |
|
|
2017
Q1 | $115K | Buy |
2,281
+302
| +15% | +$15.2K | 0.08% | 259 |
|
|
2016
Q4 | $97K | Buy |
+1,979
| New | +$97K | 0.07% | 274 |
|