Morton Brown Family Wealth’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 | $28.8K | Hold |
314
| – | – | 0.01% | 130 |
|
|
2025
Q1 | $28.9K | Hold |
314
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $25.8K | Hold |
314
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $28.3K | Hold |
314
| – | – | 0.01% | 120 |
|
|
2024
Q2 | $25.5K | Hold |
314
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $22.5K | Hold |
314
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $22K | Hold |
314
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $20.3K | Hold |
314
| – | – | 0.01% | 106 |
|
|
2023
Q2 | $22.1K | Hold |
314
| – | – | 0.01% | 100 |
|
|
2023
Q1 | $21.8K | Buy |
+314
| New | +$21.8K | 0.01% | 102 |
|
|
2022
Q4 | – | Sell |
-89
| Closed | -$6K | – | 221 |
|
|
2022
Q3 | $6K | Buy |
89
+32
| +56% | +$2.16K | ﹤0.01% | 137 |
|
|
2022
Q2 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 169 |
|