KMWM
Keudell/Morrison Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
8,781
-1,251
| -12% | -$115K | 0.18% | 79 |
|
|
2025
Q1 | $922K | Buy |
10,032
+110
| +1% | +$10.1K | 0.22% | 66 |
|
|
2024
Q4 | $817K | Sell |
9,922
-360
| -4% | -$29.6K | 0.21% | 74 |
|
|
2024
Q3 | $927K | Sell |
10,282
-1,386
| -12% | -$125K | 0.25% | 69 |
|
|
2024
Q2 | $905K | Sell |
11,668
-523
| -4% | -$40.6K | 0.26% | 65 |
|
|
2024
Q1 | $875K | Buy |
12,191
+4
| +0% | +$287 | 0.26% | 71 |
|
|
2023
Q4 | $855K | Sell |
12,187
-268
| -2% | -$18.8K | 0.28% | 71 |
|
|
2023
Q3 | $806K | Sell |
12,455
-285
| -2% | -$18.4K | 0.25% | 68 |
|
|
2023
Q2 | $895K | Sell |
12,740
-882
| -6% | -$62K | 0.26% | 63 |
|
|
2023
Q1 | $948K | Sell |
13,622
-539
| -4% | -$37.5K | 0.28% | 60 |
|
|
2022
Q4 | $1.01M | Buy |
14,161
+114
| +0.8% | +$8.14K | 0.32% | 55 |
|
|
2022
Q3 | $955K | Sell |
14,047
-3,904
| -22% | -$265K | 0.36% | 56 |
|
|
2022
Q2 | $1.28M | Sell |
17,951
-673
| -4% | -$48K | 0.47% | 46 |
|
|
2022
Q1 | $1.35M | Sell |
18,624
-46
| -0.2% | -$3.33K | 0.56% | 47 |
|
|
2021
Q4 | $1.28M | Sell |
18,670
-124
| -0.7% | -$8.5K | 0.51% | 50 |
|
|
2021
Q3 | $1.17M | Buy |
18,794
+225
| +1% | +$13.9K | 0.5% | 50 |
|
|
2021
Q2 | $1.12M | Sell |
18,569
-300
| -2% | -$18.2K | 0.62% | 50 |
|
|
2021
Q1 | $1.17M | Buy |
18,869
+226
| +1% | +$14K | 0.68% | 46 |
|
|
2020
Q4 | $1.15M | Sell |
18,643
-108
| -0.6% | -$6.63K | 0.73% | 43 |
|
|
2020
Q3 | $1.02M | Buy |
18,751
+5,977
| +47% | +$324K | 0.65% | 44 |
|
|
2020
Q2 | $662K | Buy |
12,774
+1,661
| +15% | +$86.1K | 0.55% | 65 |
|
|
2020
Q1 | $602K | Sell |
11,113
-813
| -7% | -$44K | 0.59% | 62 |
|
|
2019
Q4 | $760K | Sell |
11,926
-870
| -7% | -$55.4K | 0.53% | 62 |
|
|
2019
Q3 | $790K | Sell |
12,796
-1,417
| -10% | -$87.5K | 0.65% | 53 |
|
|
2019
Q2 | $817K | Sell |
14,213
-1,248
| -8% | -$71.7K | 0.72% | 48 |
|
|
2019
Q1 | $799K | Buy |
+15,461
| New | +$799K | 0.7% | 48 |
|