LMG Wealth Partners’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 | $1.92M | Buy |
20,865
+1,165
| +6% | +$107K | 0.39% | 72 |
|
|
2025
Q1 | $1.81M | Sell |
19,700
-7
| -0% | -$644 | 0.4% | 69 |
|
|
2024
Q4 | $1.62M | Buy |
19,707
+53
| +0.3% | +$4.36K | 0.35% | 75 |
|
|
2024
Q3 | $1.77M | Buy |
19,654
+762
| +4% | +$68.7K | 0.41% | 59 |
|
|
2024
Q2 | $1.47M | Buy |
18,892
+534
| +3% | +$41.4K | 0.37% | 65 |
|
|
2024
Q1 | $1.32M | Buy |
18,358
+1,858
| +11% | +$133K | 0.33% | 65 |
|
|
2023
Q4 | $1.16M | Buy |
16,500
+1,771
| +12% | +$124K | 0.32% | 62 |
|
|
2023
Q3 | $953K | Buy |
14,729
+2,321
| +19% | +$150K | 0.29% | 67 |
|
|
2023
Q2 | $872K | Buy |
12,408
+959
| +8% | +$67.4K | 0.27% | 65 |
|
|
2023
Q1 | $797K | Buy |
11,449
+8,111
| +243% | +$564K | 0.26% | 68 |
|
|
2022
Q4 | $234K | Buy |
+3,338
| New | +$234K | 0.08% | 102 |
|