Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Buy |
3,468
+71
| +2% | +$5.85K | 0.01% | 171 |
|
|
2024
Q3 | $306K | Buy |
3,397
+8
| +0.2% | +$721 | 0.01% | 173 |
|
|
2024
Q2 | $263K | Hold |
3,389
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $243K | Hold |
3,389
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $238K | Sell |
3,389
-46
| -1% | -$3.23K | 0.01% | 171 |
|
|
2023
Q3 | $222K | Hold |
3,435
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $241K | Sell |
3,435
-550
| -14% | -$38.6K | 0.01% | 191 |
|
|
2023
Q1 | $277K | Buy |
+3,985
| New | +$277K | 0.01% | 165 |
|
|
2020
Q2 | – | Sell |
-4,474
| Closed | -$242K | – | 188 |
|
|
2020
Q1 | $242K | Buy |
4,474
+23
| +0.5% | +$1.24K | 0.05% | 133 |
|
|
2019
Q4 | $283K | Sell |
4,451
-231
| -5% | -$14.7K | 0.05% | 149 |
|
|
2019
Q3 | $289K | Buy |
4,682
+26
| +0.6% | +$1.61K | 0.06% | 146 |
|
|
2019
Q2 | $2.55K | Buy |
4,656
+284
| +6% | +$156 | 0.05% | 161 |
|
|
2019
Q1 | $226K | Sell |
4,372
-2,971
| -40% | -$154K | 0.04% | 182 |
|
|
2018
Q4 | $328K | Buy |
7,343
+174
| +2% | +$7.77K | 0.07% | 113 |
|
|
2018
Q3 | $313K | Sell |
7,169
-253
| -3% | -$11K | 0.07% | 141 |
|
|
2018
Q2 | $344K | Buy |
7,422
+31
| +0.4% | +$1.44K | 0.08% | 128 |
|
|
2018
Q1 | $330K | Buy |
7,391
+30
| +0.4% | +$1.34K | 0.09% | 143 |
|
|
2017
Q4 | $354K | Buy |
7,361
+1,115
| +18% | +$53.6K | 0.09% | 135 |
|
|
2017
Q3 | $307K | Buy |
+6,246
| New | +$307K | 0.07% | 127 |
|