MSWM
McGlone Suttner Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
9,798
+1,233
| +14% | +$113K | 0.14% | 78 |
|
|
2025
Q1 | $788K | Buy |
8,565
+116
| +1% | +$10.7K | 0.13% | 83 |
|
|
2024
Q4 | $696K | Buy |
8,449
+523
| +7% | +$43.1K | 0.12% | 80 |
|
|
2024
Q3 | $715K | Buy |
7,926
+1,431
| +22% | +$129K | 0.15% | 77 |
|
|
2024
Q2 | $455K | Sell |
6,495
-969
| -13% | -$67.9K | 0.09% | 87 |
|
|
2024
Q1 | $536K | Buy |
7,464
+969
| +15% | +$69.5K | 0.1% | 88 |
|
|
2023
Q4 | $455K | Buy |
6,495
+412
| +7% | +$28.9K | 0.09% | 87 |
|
|
2023
Q3 | $394K | Buy |
6,083
+292
| +5% | +$18.9K | 0.09% | 86 |
|
|
2023
Q2 | $407K | Buy |
5,791
+206
| +4% | +$14.5K | 0.09% | 87 |
|
|
2023
Q1 | $389K | Buy |
5,585
+445
| +9% | +$31K | 0.1% | 84 |
|
|
2022
Q4 | $367K | Buy |
+5,140
| New | +$367K | 0.12% | 83 |
|