Maripau 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
Q2 | $250K | Buy |
2,722
+52
| +2% | +$4.78K | 0.13% | 136 |
|
|
2025
Q1 | $245K | Sell |
2,670
-14
| -0.5% | -$1.29K | 0.14% | 115 |
|
|
2024
Q4 | $221K | Buy |
+2,684
| New | +$221K | 0.13% | 126 |
|
|
2024
Q3 | – | Sell |
-3,069
| Closed | -$238K | – | 119 |
|
|
2024
Q2 | $238K | Buy |
3,069
+143
| +5% | +$11.1K | 0.16% | 126 |
|
|
2024
Q1 | $210K | Buy |
2,926
+38
| +1% | +$2.73K | 0.16% | 130 |
|
|
2023
Q4 | $203K | Buy |
+2,888
| New | +$203K | 0.18% | 106 |
|