Keebeck 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 | $538K | Buy |
5,858
+467
| +9% | +$42.9K | 0.07% | 192 |
|
|
2025
Q1 | $496K | Buy |
5,391
+302
| +6% | +$27.8K | 0.07% | 164 |
|
|
2024
Q4 | $419K | Buy |
5,089
+1,644
| +48% | +$135K | 0.06% | 181 |
|
|
2024
Q3 | $311K | Buy |
3,445
+11
| +0.3% | +$992 | 0.05% | 208 |
|
|
2024
Q2 | $266K | Buy |
3,434
+243
| +8% | +$18.8K | 0.04% | 231 |
|
|
2024
Q1 | $229K | Sell |
3,191
-12
| -0.4% | -$861 | 0.03% | 257 |
|
|
2023
Q4 | $225K | Sell |
3,203
-1,021
| -24% | -$71.6K | 0.04% | 249 |
|
|
2023
Q3 | $273K | Hold |
4,224
| – | – | 0.05% | 216 |
|
|
2023
Q2 | $297K | Sell |
4,224
-700
| -14% | -$49.2K | 0.04% | 219 |
|
|
2023
Q1 | $343K | Sell |
4,924
-1,319
| -21% | -$91.8K | 0.06% | 197 |
|
|
2022
Q4 | $446K | Buy |
6,243
+63
| +1% | +$4.5K | 0.08% | 167 |
|
|
2022
Q3 | $420K | Buy |
6,180
+1,500
| +32% | +$102K | 0.08% | 168 |
|
|
2022
Q2 | $334K | Hold |
4,680
| – | – | 0.06% | 187 |
|
|
2022
Q1 | $339K | Buy |
4,680
+1,225
| +35% | +$88.7K | 0.06% | 190 |
|
|
2021
Q4 | $237K | Hold |
3,455
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $214K | Sell |
3,455
-879
| -20% | -$54.4K | 0.04% | 201 |
|
|
2021
Q2 | $262K | Hold |
4,334
| – | – | 0.04% | 214 |
|
|
2021
Q1 | $269K | Hold |
4,334
| – | – | 0.04% | 210 |
|
|
2020
Q4 | $266K | Buy |
+4,334
| New | +$266K | 0.05% | 189 |
|
|
2020
Q3 | – | Sell |
-567
| Closed | -$29K | – | 330 |
|
|
2020
Q2 | $29K | Buy |
+567
| New | +$29K | 0.01% | 259 |
|
|
2020
Q1 | – | Sell |
-567
| Closed | -$36K | – | 304 |
|
|
2019
Q4 | $36K | Buy |
+567
| New | +$36K | 0.01% | 242 |
|