MWM
MBE Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
2,829
+2
| +0.1% | +$184 | 0.11% | 111 |
|
|
2025
Q1 | $260K | Buy |
2,827
+118
| +4% | +$10.9K | 0.12% | 98 |
|
|
2024
Q4 | $223K | Buy |
2,709
+2
| +0.1% | +$165 | 0.13% | 91 |
|
|
2024
Q3 | $244K | Buy |
2,707
+1
| +0% | +$90 | 0.13% | 84 |
|
|
2024
Q2 | $210K | Buy |
+2,706
| New | +$210K | 0.13% | 86 |
|
|
2023
Q4 | – | Sell |
-4,090
| Closed | -$265K | – | 95 |
|
|
2023
Q3 | $265K | Buy |
+4,090
| New | +$265K | 0.15% | 60 |
|
|
2020
Q2 | – | Sell |
-915
| Closed | -$49K | – | 435 |
|
|
2020
Q1 | $49K | Buy |
+915
| New | +$49K | 0.05% | 125 |
|