Kingswood Wealth Advisors’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 | $2.17M | Buy |
23,596
+1,250
| +6% | +$115K | 0.17% | 128 |
|
|
2025
Q1 | $2.05M | Sell |
22,346
-134
| -0.6% | -$12.3K | 0.19% | 131 |
|
|
2024
Q4 | $1.85M | Sell |
22,480
-38,596
| -63% | -$3.18M | 0.14% | 161 |
|
|
2024
Q3 | $5.51M | Buy |
61,076
+36,603
| +150% | +$3.3M | 0.39% | 55 |
|
|
2024
Q2 | $1.9M | Buy |
24,473
+722
| +3% | +$56K | 0.17% | 119 |
|
|
2024
Q1 | $1.7M | Sell |
23,751
-2,211
| -9% | -$159K | 0.2% | 127 |
|
|
2023
Q4 | $1.82M | Buy |
25,962
+18,717
| +258% | +$1.31M | 0.21% | 116 |
|
|
2023
Q3 | $938K | Buy |
7,245
+2,633
| +57% | +$341K | 0.16% | 150 |
|
|
2023
Q2 | $324K | Buy |
+4,612
| New | +$324K | 0.1% | 187 |
|