Impact Partnership Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,664
| Closed | -$1.12M | – | 335 |
|
|
2024
Q4 | $1.12M | Buy |
13,664
+10,494
| +331% | +$864K | 0.23% | 49 |
|
|
2024
Q3 | $286K | Buy |
+3,170
| New | +$286K | 0.06% | 179 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$14.3K | – | 621 |
|
|
2024
Q1 | $14.3K | Hold |
200
| – | – | 0.01% | 415 |
|
|
2023
Q4 | $14K | Hold |
200
| – | – | 0.01% | 453 |
|
|
2023
Q3 | $12.9K | Buy |
200
+125
| +167% | +$8.09K | ﹤0.01% | 549 |
|
|
2023
Q2 | $5.27K | Buy |
+75
| New | +$5.27K | ﹤0.01% | 494 |
|