LWM
LongView Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
36,784
-2,140
| -5% | -$197K | 1.02% | 25 |
|
|
2025
Q1 | $3.58M | Sell |
38,924
-1,754
| -4% | -$161K | 1.07% | 27 |
|
|
2024
Q4 | $3.35M | Buy |
40,678
+14
| +0% | +$1.15K | 1.02% | 27 |
|
|
2024
Q3 | $3.67M | Buy |
40,664
+2,019
| +5% | +$182K | 1.17% | 22 |
|
|
2024
Q2 | $3M | Sell |
38,645
-1,506
| -4% | -$117K | 1.11% | 23 |
|
|
2024
Q1 | $2.88M | Sell |
40,151
-1,986
| -5% | -$142K | 1.14% | 23 |
|
|
2023
Q4 | $3.03M | Buy |
+42,137
| New | +$3.03M | 1.35% | 18 |
|