Legacy Wealth Management (Tennessee)’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 | $380K | Hold |
4,143
| – | – | 0.02% | 26 |
|
|
2025
Q1 | $381K | Sell |
4,143
-667
| -14% | -$61.3K | 0.03% | 29 |
|
|
2024
Q4 | $396K | Hold |
4,810
| – | – | 0.03% | 31 |
|
|
2024
Q3 | $434K | Buy |
+4,810
| New | +$434K | 0.03% | 30 |
|
|
2017
Q4 | – | Sell |
-7,352
| Closed | -$361K | – | 12 |
|
|
2017
Q3 | $361K | Buy |
+7,352
| New | +$361K | 0.09% | 10 |
|