JTWM
Jackson Thornton Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
13,980
+43
| +0.3% | +$3.92K | 0.15% | 34 |
|
|
2025
Q1 | $1.28M | Buy |
13,937
+34
| +0.2% | +$3.12K | 0.17% | 33 |
|
|
2024
Q4 | $1.14M | Buy |
13,903
+3,237
| +30% | +$266K | 0.14% | 32 |
|
|
2024
Q3 | $962K | Buy |
10,666
+3
| +0% | +$271 | 0.13% | 31 |
|
|
2024
Q2 | $827K | Buy |
10,663
+2
| +0% | +$155 | 0.13% | 30 |
|
|
2024
Q1 | $765K | Buy |
10,661
+15
| +0.1% | +$1.08K | 0.13% | 26 |
|
|
2023
Q4 | $746K | Sell |
10,646
-17
| -0.2% | -$1.19K | 0.14% | 22 |
|
|
2023
Q3 | $690K | Sell |
10,663
-11
| -0.1% | -$712 | 0.14% | 20 |
|
|
2023
Q2 | $750K | Buy |
10,674
+80
| +0.8% | +$5.62K | 0.15% | 19 |
|
|
2023
Q1 | $737K | Buy |
10,594
+14
| +0.1% | +$974 | 0.17% | 18 |
|
|
2022
Q4 | $756K | Sell |
10,580
-384
| -4% | -$27.4K | 0.18% | 15 |
|
|
2022
Q3 | $746K | Buy |
10,964
+223
| +2% | +$15.2K | 0.2% | 16 |
|
|
2022
Q2 | $766K | Buy |
10,741
+51
| +0.5% | +$3.64K | 0.22% | 12 |
|
|
2022
Q1 | $775K | Buy |
10,690
+227
| +2% | +$16.5K | 0.2% | 11 |
|
|
2021
Q4 | $718K | Buy |
+10,463
| New | +$718K | 0.21% | 9 |
|