Magnolia Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $304K | Hold |
3,301
| – | – | 0.22% | 9 |
|
|
2024
Q4 | $272K | Buy |
3,301
+275
| +9% | +$22.6K | 0.19% | 11 |
|
|
2024
Q3 | $273K | Hold |
3,026
| – | – | 0.19% | 11 |
|
|
2024
Q2 | $235K | Sell |
3,026
-3,026
| -50% | -$235K | 0.18% | 11 |
|
|
2024
Q1 | $432K | Buy |
6,052
+3,026
| +100% | +$216K | 0.18% | 13 |
|
|
2023
Q4 | $212K | Buy |
+3,026
| New | +$212K | 0.18% | 11 |
|