KWMG
King Wealth Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
3,783
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $348K | Buy |
3,783
+146
| +4% | +$13.4K | 0.05% | 114 |
|
|
2024
Q4 | $299K | Buy |
3,637
+54
| +2% | +$4.44K | 0.04% | 119 |
|
|
2024
Q3 | $323K | Sell |
3,583
-126
| -3% | -$11.4K | 0.05% | 113 |
|
|
2024
Q2 | $288K | Hold |
3,709
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $266K | Hold |
3,709
| – | – | 0.05% | 121 |
|
|
2023
Q4 | $260K | Buy |
3,709
+3
| +0.1% | +$210 | 0.05% | 119 |
|
|
2023
Q3 | $240K | Sell |
3,706
-3
| -0.1% | -$194 | 0.05% | 124 |
|
|
2023
Q2 | $261K | Hold |
3,709
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $258K | Hold |
3,709
| – | – | 0.06% | 124 |
|
|
2022
Q4 | $265K | Hold |
3,709
| – | – | 0.06% | 116 |
|
|
2022
Q3 | $252K | Sell |
3,709
-500
| -12% | -$34K | 0.06% | 122 |
|
|
2022
Q2 | $300K | Hold |
4,209
| – | – | 0.07% | 120 |
|
|
2022
Q1 | $305K | Buy |
4,209
+1,000
| +31% | +$72.5K | 0.06% | 134 |
|
|
2021
Q4 | $220K | Buy |
+3,209
| New | +$220K | 0.04% | 160 |
|
|
2015
Q3 | – | Sell |
-4,200
| Closed | -$176K | – | 121 |
|
|
2015
Q2 | $176K | Buy |
+4,200
| New | +$176K | 0.1% | 113 |
|
|
2015
Q1 | – | Sell |
-5,533
| Closed | -$272K | – | 114 |
|
|
2014
Q4 | $272K | Buy |
+5,533
| New | +$272K | 0.14% | 96 |
|
|
2014
Q1 | – | Sell |
-18,100
| Closed | -$744K | – | 108 |
|
|
2013
Q4 | $744K | Hold |
18,100
| – | – | 0.42% | 57 |
|
|
2013
Q3 | $745K | Hold |
18,100
| – | – | 0.49% | 52 |
|
|
2013
Q2 | $799K | Buy |
+18,100
| New | +$799K | 0.55% | 47 |
|