Meridian 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 | $5.26M | Buy |
57,264
+56
| +0.1% | +$5.14K | 0.22% | 100 |
|
|
2025
Q1 | $5.26M | Buy |
57,208
+4,949
| +9% | +$455K | 0.25% | 90 |
|
|
2024
Q4 | $4.3M | Buy |
52,259
+749
| +1% | +$61.7K | 0.2% | 104 |
|
|
2024
Q3 | $4.65M | Buy |
+51,510
| New | +$4.65M | 0.23% | 97 |
|
|
2024
Q1 | – | Sell |
-47,826
| Closed | -$3.35M | – | 477 |
|
|
2023
Q4 | $3.35M | Buy |
47,826
+34,813
| +268% | +$2.44M | 0.21% | 107 |
|
|
2023
Q3 | $842K | Sell |
13,013
-2,712
| -17% | -$176K | 0.05% | 266 |
|
|
2023
Q2 | $1.1M | Sell |
15,725
-432
| -3% | -$30.3K | 0.09% | 177 |
|
|
2023
Q1 | $1.12M | Sell |
16,157
-581
| -3% | -$40.4K | 0.1% | 188 |
|
|
2022
Q4 | $1.2M | Buy |
16,738
+549
| +3% | +$39.2K | 0.12% | 167 |
|
|
2022
Q3 | $1.1M | Sell |
16,189
-1,125
| -6% | -$76.5K | 0.12% | 172 |
|
|
2022
Q2 | $1.24M | Buy |
17,314
+2,232
| +15% | +$159K | 0.1% | 214 |
|
|
2022
Q1 | $1.09M | Sell |
15,082
-489
| -3% | -$35.5K | 0.12% | 148 |
|
|
2021
Q4 | $1.07M | Buy |
15,571
+521
| +3% | +$35.7K | 0.11% | 148 |
|
|
2021
Q3 | $933K | Buy |
15,050
+949
| +7% | +$58.8K | 0.12% | 155 |
|
|
2021
Q2 | $853K | Buy |
14,101
+2,272
| +19% | +$137K | 0.11% | 160 |
|
|
2021
Q1 | $735K | Buy |
11,829
+143
| +1% | +$8.89K | 0.11% | 167 |
|
|
2020
Q4 | $717K | Sell |
11,686
-275
| -2% | -$16.9K | 0.11% | 148 |
|
|
2020
Q3 | $648K | Buy |
11,961
+4,777
| +66% | +$259K | 0.16% | 124 |
|
|
2020
Q2 | $372K | Sell |
7,184
-83
| -1% | -$4.3K | 0.12% | 141 |
|
|
2020
Q1 | $393K | Buy |
7,267
+1,630
| +29% | +$88.2K | 0.17% | 129 |
|
|
2019
Q4 | $359K | Buy |
5,637
+284
| +5% | +$18.1K | 0.17% | 130 |
|
|
2019
Q3 | $331K | Sell |
5,353
-113
| -2% | -$6.99K | 0.16% | 135 |
|
|
2019
Q2 | $3.02K | Buy |
5,466
+663
| +14% | +$367 | 0.12% | 144 |
|
|
2019
Q1 | $248K | Buy |
+4,803
| New | +$248K | 0.11% | 161 |
|
|
2017
Q2 | – | Sell |
-4,172
| Closed | -$208K | – | 180 |
|
|
2017
Q1 | $208K | Buy |
+4,172
| New | +$208K | 0.12% | 157 |
|