Mission 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 | $1.23M | Sell |
13,434
-437
| -3% | -$40.1K | 0.03% | 277 |
|
|
2025
Q1 | $1.28M | Buy |
13,871
+614
| +5% | +$56.5K | 0.03% | 242 |
|
|
2024
Q4 | $1.09M | Buy |
13,257
+652
| +5% | +$53.7K | 0.03% | 254 |
|
|
2024
Q3 | $1.14M | Buy |
12,605
+1,207
| +11% | +$109K | 0.03% | 251 |
|
|
2024
Q2 | $884K | Buy |
11,398
+4,097
| +56% | +$318K | 0.02% | 283 |
|
|
2024
Q1 | $524K | Buy |
7,301
+1,020
| +16% | +$73.2K | 0.01% | 401 |
|
|
2023
Q4 | $440K | Buy |
6,281
+89
| +1% | +$6.24K | 0.01% | 382 |
|
|
2023
Q3 | $401K | Buy |
6,192
+25
| +0.4% | +$1.62K | 0.01% | 372 |
|
|
2023
Q2 | $433K | Buy |
6,167
+1,737
| +39% | +$122K | 0.02% | 359 |
|
|
2023
Q1 | $308K | Buy |
4,430
+379
| +9% | +$26.4K | 0.01% | 422 |
|
|
2022
Q4 | $289K | Buy |
4,051
+699
| +21% | +$49.9K | 0.01% | 411 |
|
|
2022
Q3 | $228K | Buy |
+3,352
| New | +$228K | 0.01% | 428 |
|
|
2021
Q4 | – | Sell |
-27,286
| Closed | -$1.69M | – | 520 |
|
|
2021
Q3 | $1.69M | Buy |
+27,286
| New | +$1.69M | 0.09% | 114 |
|
|
2020
Q4 | – | Sell |
-3,900
| Closed | -$211K | – | 420 |
|
|
2020
Q3 | $211K | Buy |
+3,900
| New | +$211K | 0.02% | 338 |
|
|
2020
Q2 | – | Sell |
-5,808
| Closed | -$314K | – | 343 |
|
|
2020
Q1 | $314K | Buy |
5,808
+66
| +1% | +$3.57K | 0.03% | 206 |
|
|
2019
Q4 | $366K | Buy |
5,742
+24
| +0.4% | +$1.53K | 0.04% | 219 |
|
|
2019
Q3 | $353K | Sell |
5,718
-367
| -6% | -$22.7K | 0.04% | 208 |
|
|
2019
Q2 | $336K | Buy |
6,085
+1,045
| +21% | +$57.7K | 0.04% | 222 |
|
|
2019
Q1 | $260K | Sell |
5,040
-95
| -2% | -$4.9K | 0.03% | 254 |
|
|
2018
Q4 | $226K | Buy |
5,135
+13
| +0.3% | +$572 | 0.03% | 239 |
|
|
2018
Q3 | $223K | Sell |
5,122
-2,837
| -36% | -$124K | 0.03% | 259 |
|
|
2018
Q2 | $369K | Buy |
7,959
+1,055
| +15% | +$48.9K | 0.05% | 169 |
|
|
2018
Q1 | $308K | Sell |
6,904
-374
| -5% | -$16.7K | 0.05% | 159 |
|
|
2017
Q4 | $350K | Buy |
7,278
+992
| +16% | +$47.7K | 0.06% | 135 |
|
|
2017
Q3 | $309K | Buy |
6,286
+1
| +0% | +$49 | 0.06% | 136 |
|
|
2017
Q2 | $301K | Buy |
6,285
+233
| +4% | +$11.2K | 0.06% | 128 |
|
|
2017
Q1 | $301K | Buy |
6,052
+157
| +3% | +$7.81K | 0.06% | 129 |
|
|
2016
Q4 | $290K | Buy |
5,895
+299
| +5% | +$14.7K | 0.06% | 132 |
|
|
2016
Q3 | $287K | Buy |
5,596
+114
| +2% | +$5.85K | 0.07% | 122 |
|
|
2016
Q2 | $294K | Buy |
5,482
+100
| +2% | +$5.36K | 0.08% | 113 |
|
|
2016
Q1 | $278K | Sell |
5,382
-1,500
| -22% | -$77.5K | 0.07% | 113 |
|
|
2015
Q4 | $322K | Hold |
6,882
| – | – | 0.09% | 98 |
|
|
2015
Q3 | $308K | Buy |
+6,882
| New | +$308K | 0.09% | 95 |
|