IWM
Integris Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
3,488
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $321K | Sell |
3,488
-112
| -3% | -$10.3K | 0.09% | 76 |
|
|
2024
Q4 | $296K | Hold |
3,600
| – | – | 0.08% | 82 |
|
|
2024
Q3 | $325K | Hold |
3,600
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $279K | Hold |
3,600
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $258K | Hold |
3,600
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $252K | Hold |
3,600
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $233K | Hold |
3,600
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $253K | Hold |
3,600
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $250K | Hold |
3,600
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $257K | Buy |
+3,600
| New | +$257K | 0.1% | 69 |
|