MRWM
ML&R Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $386K | Sell |
5,386
-13
| -0.2% | -$933 | 0.09% | 49 |
|
|
2023
Q4 | $379K | Buy |
5,399
+1,133
| +27% | +$79.4K | 0.09% | 56 |
|
|
2023
Q3 | $276K | Buy |
4,266
+880
| +26% | +$57K | 0.07% | 54 |
|
|
2023
Q2 | $238K | Hold |
3,386
| – | – | 0.05% | 81 |
|
|
2023
Q1 | $236K | Sell |
3,386
-224
| -6% | -$15.6K | 0.06% | 61 |
|
|
2022
Q4 | $258K | Sell |
3,610
-62
| -2% | -$4.43K | 0.08% | 46 |
|
|
2022
Q3 | $250K | Sell |
3,672
-724
| -16% | -$49.3K | 0.08% | 57 |
|
|
2022
Q2 | $313K | Buy |
4,396
+520
| +13% | +$37K | 0.14% | 35 |
|
|
2022
Q1 | $281K | Buy |
3,876
+538
| +16% | +$39K | 0.1% | 38 |
|
|
2021
Q4 | $229K | Buy |
+3,338
| New | +$229K | 0.09% | 42 |
|