Integrated Wealth Concepts’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 | $6.45M | Buy |
70,210
+2,299
| +3% | +$211K | 0.06% | 281 |
|
|
2025
Q1 | $6.24M | Sell |
67,911
-1,934
| -3% | -$178K | 0.07% | 264 |
|
|
2024
Q4 | $5.75M | Buy |
69,845
+6,137
| +10% | +$505K | 0.07% | 267 |
|
|
2024
Q3 | $5.75M | Sell |
63,708
-2,129
| -3% | -$192K | 0.07% | 258 |
|
|
2024
Q2 | $5.11M | Buy |
65,837
+818
| +1% | +$63.5K | 0.07% | 265 |
|
|
2024
Q1 | $4.66M | Buy |
65,019
+1,621
| +3% | +$116K | 0.07% | 277 |
|
|
2023
Q4 | $4.45M | Buy |
63,398
+5,372
| +9% | +$377K | 0.07% | 256 |
|
|
2023
Q3 | $3.76M | Buy |
58,026
+3,208
| +6% | +$208K | 0.07% | 278 |
|
|
2023
Q2 | $3.85M | Buy |
54,818
+6,074
| +12% | +$427K | 0.07% | 279 |
|
|
2023
Q1 | $3.39M | Buy |
48,744
+30,240
| +163% | +$2.1M | 0.07% | 262 |
|
|
2022
Q4 | $1.32M | Sell |
18,504
-348
| -2% | -$24.8K | 0.04% | 411 |
|
|
2022
Q3 | $1.28M | Buy |
18,852
+5,194
| +38% | +$353K | 0.04% | 375 |
|
|
2022
Q2 | $974K | Sell |
13,658
-1,578
| -10% | -$113K | 0.03% | 433 |
|
|
2022
Q1 | $1.11M | Sell |
15,236
-898
| -6% | -$65.1K | 0.03% | 373 |
|
|
2021
Q4 | $1.11M | Buy |
16,134
+262
| +2% | +$18K | 0.03% | 390 |
|
|
2021
Q3 | $984K | Buy |
15,872
+1,133
| +8% | +$70.2K | 0.03% | 387 |
|
|
2021
Q2 | $892K | Buy |
14,739
+417
| +3% | +$25.2K | 0.03% | 386 |
|
|
2021
Q1 | $890K | Buy |
14,322
+5,585
| +64% | +$347K | 0.04% | 322 |
|
|
2020
Q4 | $537K | Sell |
8,737
-1,634
| -16% | -$100K | 0.03% | 395 |
|
|
2020
Q3 | $562K | Buy |
10,371
+2,231
| +27% | +$121K | 0.03% | 319 |
|
|
2020
Q2 | $422K | Buy |
8,140
+681
| +9% | +$35.3K | 0.03% | 327 |
|
|
2020
Q1 | $404K | Buy |
7,459
+239
| +3% | +$12.9K | 0.04% | 263 |
|
|
2019
Q4 | $460K | Sell |
7,220
-166
| -2% | -$10.6K | 0.04% | 287 |
|
|
2019
Q3 | $456K | Sell |
7,386
-1,001
| -12% | -$61.8K | 0.05% | 225 |
|
|
2019
Q2 | $464K | Buy |
8,387
+544
| +7% | +$30.1K | 0.06% | 192 |
|
|
2019
Q1 | $405K | Buy |
+7,843
| New | +$405K | 0.07% | 194 |
|
|
2018
Q4 | – | Sell |
-4,724
| Closed | -$204K | – | 287 |
|
|
2018
Q3 | $204K | Sell |
4,724
-1,508
| -24% | -$65.1K | 0.06% | 239 |
|
|
2018
Q2 | $292K | Sell |
6,232
-53
| -0.8% | -$2.48K | 0.1% | 161 |
|
|
2018
Q1 | $278K | Sell |
6,285
-867
| -12% | -$38.3K | 0.11% | 151 |
|
|
2017
Q4 | $338K | Buy |
+7,152
| New | +$338K | 0.14% | 124 |
|