KWM
Kingsview Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Buy |
108,226
+72,133
| +200% | +$6.62M | 0.17% | 107 |
|
|
2025
Q1 | $3.32M | Buy |
36,093
+1,731
| +5% | +$159K | 0.06% | 278 |
|
|
2024
Q4 | $2.83M | Buy |
34,362
+1,102
| +3% | +$90.7K | 0.06% | 312 |
|
|
2024
Q3 | $3M | Sell |
33,260
-1,404
| -4% | -$127K | 0.06% | 285 |
|
|
2024
Q2 | $2.69M | Buy |
34,664
+6,707
| +24% | +$520K | 0.06% | 280 |
|
|
2024
Q1 | $2.01M | Buy |
27,957
+1,298
| +5% | +$93.1K | 0.05% | 339 |
|
|
2023
Q4 | $1.87M | Sell |
26,659
-1,894
| -7% | -$133K | 0.06% | 296 |
|
|
2023
Q3 | $1.85M | Buy |
28,553
+15
| +0.1% | +$971 | 0.07% | 299 |
|
|
2023
Q2 | $2M | Buy |
28,538
+5,398
| +23% | +$379K | 0.08% | 251 |
|
|
2023
Q1 | $1.61M | Sell |
23,140
-122,586
| -84% | -$8.53M | 0.07% | 279 |
|
|
2022
Q4 | $10.4M | Buy |
145,726
+10,912
| +8% | +$779K | 0.45% | 48 |
|
|
2022
Q3 | $9.17M | Buy |
134,814
+8,709
| +7% | +$592K | 0.43% | 51 |
|
|
2022
Q2 | $8.99M | Buy |
126,105
+105,800
| +521% | +$7.54M | 0.43% | 49 |
|
|
2022
Q1 | $1.47M | Buy |
20,305
+486
| +2% | +$35.2K | 0.06% | 298 |
|
|
2021
Q4 | $1.36M | Buy |
19,819
+7
| +0% | +$480 | 0.06% | 307 |
|
|
2021
Q3 | $1.23M | Buy |
19,812
+2,122
| +12% | +$132K | 0.06% | 319 |
|
|
2021
Q2 | $1.09M | Buy |
17,690
+5,486
| +45% | +$337K | 0.05% | 354 |
|
|
2021
Q1 | $761K | Buy |
12,204
+1,835
| +18% | +$114K | 0.04% | 411 |
|
|
2020
Q4 | $637K | Buy |
10,369
+523
| +5% | +$32.1K | 0.05% | 385 |
|
|
2020
Q3 | $534K | Sell |
9,846
-667
| -6% | -$36.2K | 0.05% | 351 |
|
|
2020
Q2 | $545K | Sell |
10,513
-1,026
| -9% | -$53.2K | 0.05% | 315 |
|
|
2020
Q1 | $625K | Buy |
11,539
+3,086
| +37% | +$167K | 0.08% | 239 |
|
|
2019
Q4 | $538K | Sell |
8,453
-1,270
| -13% | -$80.8K | 0.07% | 272 |
|
|
2019
Q3 | $601K | Buy |
9,723
+2,254
| +30% | +$139K | 0.09% | 229 |
|
|
2019
Q2 | $413K | Sell |
7,469
-2,641
| -26% | -$146K | 0.07% | 272 |
|
|
2019
Q1 | $522K | Buy |
10,110
+3,912
| +63% | +$202K | 0.08% | 259 |
|
|
2018
Q4 | $272K | Buy |
+6,198
| New | +$272K | 0.06% | 298 |
|
|
2018
Q3 | – | Sell |
-4,494
| Closed | -$208K | – | 368 |
|
|
2018
Q2 | $208K | Buy |
4,494
+13
| +0.3% | +$602 | 0.05% | 301 |
|
|
2018
Q1 | $200K | Sell |
4,481
-1,411
| -24% | -$63K | 0.05% | 298 |
|
|
2017
Q4 | $283K | Buy |
5,892
+146
| +3% | +$7.01K | 0.1% | 254 |
|
|
2017
Q3 | $282K | Buy |
+5,746
| New | +$282K | 0.12% | 222 |
|