MWM
Moran Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-71,027
| Closed | -$4.98M | – | 446 |
|
|
2023
Q4 | $4.98M | Sell |
71,027
-158,509
| -69% | -$11.1M | 0.18% | 165 |
|
|
2023
Q3 | $14.9M | Buy |
229,536
+8,314
| +4% | +$538K | 0.58% | 60 |
|
|
2023
Q2 | $15.5M | Buy |
221,222
+340
| +0.2% | +$23.9K | 0.58% | 65 |
|
|
2023
Q1 | $15.4M | Buy |
220,882
+27,404
| +14% | +$1.91M | 0.58% | 64 |
|
|
2022
Q4 | $13.8M | Buy |
+193,478
| New | +$13.8M | 0.52% | 60 |
|