IFWM
Institute for Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
3,853
-32
| -0.8% | -$2.94K | 0.04% | 388 |
|
|
2025
Q1 | $357K | Sell |
3,885
-99
| -2% | -$9.1K | 0.05% | 373 |
|
|
2024
Q4 | $328K | Sell |
3,984
-1
| -0% | -$82 | 0.04% | 377 |
|
|
2024
Q3 | $359K | Sell |
3,985
-235
| -6% | -$21.2K | 0.05% | 368 |
|
|
2024
Q2 | $327K | Buy |
4,220
+25
| +0.6% | +$1.94K | 0.04% | 372 |
|
|
2024
Q1 | $301K | Sell |
4,195
-230
| -5% | -$16.5K | 0.04% | 383 |
|
|
2023
Q4 | $310K | Sell |
4,425
-106
| -2% | -$7.43K | 0.05% | 361 |
|
|
2023
Q3 | $293K | Hold |
4,531
| – | – | 0.05% | 348 |
|
|
2023
Q2 | $318K | Buy |
4,531
+2
| +0% | +$140 | 0.05% | 345 |
|
|
2023
Q1 | $315K | Buy |
4,529
+1
| +0% | +$70 | 0.06% | 331 |
|
|
2022
Q4 | $323K | Sell |
4,528
-230
| -5% | -$16.4K | 0.07% | 330 |
|
|
2022
Q3 | $324K | Buy |
4,758
+1
| +0% | +$68 | 0.07% | 323 |
|
|
2022
Q2 | $339K | Buy |
4,757
+1
| +0% | +$71 | 0.07% | 363 |
|
|
2022
Q1 | $345K | Buy |
4,756
+3
| +0.1% | +$218 | 0.06% | 378 |
|
|
2021
Q4 | $326K | Sell |
4,753
-15
| -0.3% | -$1.03K | 0.05% | 362 |
|
|
2021
Q3 | $295K | Sell |
4,768
-83
| -2% | -$5.14K | 0.05% | 378 |
|
|
2021
Q2 | $294K | Sell |
4,851
-23
| -0.5% | -$1.39K | 0.05% | 380 |
|
|
2021
Q1 | $303K | Sell |
4,874
-68
| -1% | -$4.23K | 0.06% | 355 |
|
|
2020
Q4 | $304K | Buy |
4,942
+159
| +3% | +$9.78K | 0.06% | 342 |
|
|
2020
Q3 | $259K | Sell |
4,783
-2,793
| -37% | -$151K | 0.06% | 342 |
|
|
2020
Q2 | $393K | Buy |
7,576
+8
| +0.1% | +$415 | 0.1% | 280 |
|
|
2020
Q1 | $410K | Sell |
7,568
-223
| -3% | -$12.1K | 0.13% | 216 |
|
|
2019
Q4 | $496K | Sell |
7,791
-411
| -5% | -$26.2K | 0.11% | 252 |
|
|
2019
Q3 | $507K | Sell |
8,202
-3,660
| -31% | -$226K | 0.13% | 235 |
|
|
2019
Q2 | $656K | Buy |
11,862
+297
| +3% | +$16.4K | 0.15% | 212 |
|
|
2019
Q1 | $598K | Buy |
+11,565
| New | +$598K | 0.13% | 213 |
|
|
2018
Q4 | – | Sell |
-13,120
| Closed | -$559K | – | 333 |
|
|
2018
Q3 | $559K | Sell |
13,120
-470
| -3% | -$20K | 0.19% | 151 |
|
|
2018
Q2 | $631K | Sell |
13,590
-499
| -4% | -$23.2K | 0.2% | 145 |
|
|
2018
Q1 | $652K | Buy |
+14,089
| New | +$652K | 0.19% | 167 |
|
|
2017
Q4 | – | Sell |
-14,331
| Closed | -$711K | – | 416 |
|
|
2017
Q3 | $711K | Sell |
14,331
-469
| -3% | -$23.3K | 0.23% | 150 |
|
|
2017
Q2 | $703K | Buy |
+14,800
| New | +$703K | 0.19% | 172 |
|