Modera 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 | $962K | Sell |
10,478
-287
| -3% | -$26.4K | 0.01% | 337 |
|
|
2025
Q1 | $990K | Sell |
10,765
-1,148
| -10% | -$106K | 0.01% | 325 |
|
|
2024
Q4 | $981K | Buy |
11,913
+2,974
| +33% | +$245K | 0.01% | 329 |
|
|
2024
Q3 | $806K | Sell |
8,939
-109
| -1% | -$9.83K | 0.01% | 341 |
|
|
2024
Q2 | $702K | Buy |
9,048
+124
| +1% | +$9.62K | 0.01% | 340 |
|
|
2024
Q1 | $640K | Buy |
8,924
+29
| +0.3% | +$2.08K | 0.01% | 362 |
|
|
2023
Q4 | $624K | Sell |
8,895
-874
| -9% | -$61.3K | 0.01% | 345 |
|
|
2023
Q3 | $632K | Sell |
9,769
-6,383
| -40% | -$413K | 0.01% | 331 |
|
|
2023
Q2 | $1.13M | Buy |
16,152
+12,025
| +291% | +$845K | 0.02% | 280 |
|
|
2023
Q1 | $287K | Sell |
4,127
-794
| -16% | -$55.2K | 0.01% | 291 |
|
|
2022
Q4 | $351K | Sell |
4,921
-577
| -10% | -$41.2K | 0.01% | 256 |
|
|
2022
Q3 | $374K | Sell |
5,498
-541
| -9% | -$36.8K | 0.02% | 216 |
|
|
2022
Q2 | $431K | Buy |
6,039
+1,131
| +23% | +$80.7K | 0.02% | 212 |
|
|
2022
Q1 | $356K | Buy |
4,908
+793
| +19% | +$57.5K | 0.02% | 254 |
|
|
2021
Q4 | $282K | Buy |
4,115
+43
| +1% | +$2.95K | 0.01% | 440 |
|
|
2021
Q3 | $252K | Buy |
4,072
+418
| +11% | +$25.9K | 0.01% | 234 |
|
|
2021
Q2 | $221K | Buy |
3,654
+4
| +0.1% | +$242 | 0.01% | 226 |
|
|
2021
Q1 | $226K | Sell |
3,650
-72
| -2% | -$4.46K | 0.01% | 204 |
|
|
2020
Q4 | $228K | Buy |
+3,722
| New | +$228K | 0.02% | 210 |
|
|
2020
Q1 | – | Sell |
-3,132
| Closed | -$200K | – | 161 |
|
|
2019
Q4 | $200K | Sell |
3,132
-126
| -4% | -$8.05K | 0.03% | 145 |
|
|
2019
Q3 | $201K | Buy |
+3,258
| New | +$201K | 0.03% | 140 |
|
|
2016
Q2 | – | Sell |
-8,165
| Closed | -$422K | – | 117 |
|
|
2016
Q1 | $422K | Buy |
8,165
+34
| +0.4% | +$1.76K | 0.15% | 60 |
|
|
2015
Q4 | $380K | Buy |
+8,131
| New | +$380K | 0.15% | 49 |
|