Modern 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 | $1.94M | Buy |
21,109
+13,716
| +186% | +$1.26M | 0.05% | 268 |
|
|
2025
Q1 | $680K | Sell |
7,393
-1,556
| -17% | -$143K | 0.02% | 365 |
|
|
2024
Q4 | $737K | Buy |
8,949
+5,904
| +194% | +$486K | 0.03% | 301 |
|
|
2024
Q3 | $275K | Sell |
3,045
-242
| -7% | -$21.8K | 0.02% | 363 |
|
|
2024
Q2 | $255K | Buy |
3,287
+283
| +9% | +$22K | 0.02% | 338 |
|
|
2024
Q1 | $216K | Buy |
+3,004
| New | +$216K | 0.02% | 278 |
|