JPWM
Jamison Private Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
127,036
-816
| -0.6% | -$74.9K | 1.67% | 16 |
|
|
2025
Q1 | $11.8M | Buy |
127,852
+464
| +0.4% | +$42.7K | 1.79% | 14 |
|
|
2024
Q4 | $10.5M | Buy |
127,388
+1,759
| +1% | +$145K | 1.55% | 17 |
|
|
2024
Q3 | $11.3M | Buy |
125,629
+3,414
| +3% | +$308K | 1.72% | 12 |
|
|
2024
Q2 | $9.48M | Buy |
122,215
+284
| +0.2% | +$22K | 1.58% | 17 |
|
|
2024
Q1 | $8.75M | Buy |
121,931
+1,674
| +1% | +$120K | 1.48% | 20 |
|
|
2023
Q4 | $8.43M | Sell |
120,257
-164
| -0.1% | -$11.5K | 1.58% | 16 |
|
|
2023
Q3 | $7.79M | Buy |
+120,421
| New | +$7.79M | 1.61% | 14 |
|