Marcum Wealth’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 | $238K | Sell |
2,589
-225
| -8% | -$20.7K | 0.02% | 330 |
|
|
2024
Q4 | $232K | Sell |
2,814
-82
| -3% | -$6.75K | 0.02% | 334 |
|
|
2024
Q3 | $261K | Sell |
2,896
-432
| -13% | -$39K | 0.02% | 312 |
|
|
2024
Q2 | $258K | Sell |
3,328
-99
| -3% | -$7.68K | 0.03% | 301 |
|
|
2024
Q1 | $246K | Sell |
3,427
-1,167
| -25% | -$83.7K | 0.02% | 305 |
|
|
2023
Q4 | $322K | Sell |
4,594
-506
| -10% | -$35.5K | 0.03% | 242 |
|
|
2023
Q3 | $330K | Buy |
5,100
+52
| +1% | +$3.37K | 0.04% | 226 |
|
|
2023
Q2 | $355K | Sell |
5,048
-279
| -5% | -$19.6K | 0.04% | 221 |
|
|
2023
Q1 | $371K | Buy |
5,327
+145
| +3% | +$10.1K | 0.05% | 217 |
|
|
2022
Q4 | $370K | Sell |
5,182
-863
| -14% | -$61.6K | 0.05% | 210 |
|
|
2022
Q3 | $411K | Sell |
6,045
-571
| -9% | -$38.8K | 0.06% | 182 |
|
|
2022
Q2 | $472K | Sell |
6,616
-249
| -4% | -$17.8K | 0.07% | 164 |
|
|
2022
Q1 | $498K | Buy |
6,865
+1,360
| +25% | +$98.7K | 0.07% | 159 |
|
|
2021
Q4 | $378K | Sell |
5,505
-220
| -4% | -$15.1K | 0.05% | 206 |
|
|
2021
Q3 | $355K | Buy |
5,725
+360
| +7% | +$22.3K | 0.06% | 211 |
|
|
2021
Q2 | $325K | Buy |
5,365
+84
| +2% | +$5.09K | 0.05% | 212 |
|
|
2021
Q1 | $328K | Buy |
+5,281
| New | +$328K | 0.05% | 208 |
|
|
2020
Q3 | – | Sell |
-4,148
| Closed | -$215K | – | 130 |
|
|
2020
Q2 | $215K | Buy |
+4,148
| New | +$215K | 0.07% | 103 |
|