Jeppson Wealth Management’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 | $1.6M | Sell |
17,469
-34
| -0.2% | -$3.12K | 0.55% | 47 |
|
|
2025
Q1 | $1.61M | Buy |
17,503
+121
| +0.7% | +$11.1K | 0.59% | 46 |
|
|
2024
Q4 | $1.43M | Buy |
17,382
+90
| +0.5% | +$7.41K | 0.52% | 52 |
|
|
2024
Q3 | $1.56M | Sell |
17,292
-5
| -0% | -$451 | 0.56% | 48 |
|
|
2024
Q2 | $1.34M | Buy |
17,297
+340
| +2% | +$26.4K | 0.51% | 53 |
|
|
2024
Q1 | $1.22M | Sell |
16,957
-8
| -0% | -$574 | 0.47% | 61 |
|
|
2023
Q4 | $1.19M | Buy |
16,965
+5,394
| +47% | +$378K | 0.49% | 57 |
|
|
2023
Q3 | $749K | Buy |
11,571
+1,070
| +10% | +$69.3K | 0.34% | 79 |
|
|
2023
Q2 | $738K | Sell |
10,501
-150
| -1% | -$10.5K | 0.32% | 80 |
|
|
2023
Q1 | $741K | Buy |
10,651
+140
| +1% | +$9.74K | 0.32% | 76 |
|
|
2022
Q4 | $751K | Buy |
10,511
+5,877
| +127% | +$420K | 0.32% | 71 |
|
|
2022
Q3 | $315K | Buy |
4,634
+200
| +5% | +$13.6K | 0.14% | 130 |
|
|
2022
Q2 | $316K | Buy |
4,434
+1,650
| +59% | +$118K | 0.14% | 135 |
|
|
2022
Q1 | $201K | Buy |
+2,784
| New | +$201K | 0.09% | 164 |
|
|
2020
Q4 | – | Sell |
-2,750
| Closed | -$149K | – | 392 |
|
|
2020
Q3 | $149K | Buy |
+2,750
| New | +$149K | 0.12% | 139 |
|