Northwest Capital 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 | $15.2K | Sell |
166
-284
| -63% | -$26.1K | 0.01% | 242 |
|
|
2025
Q1 | $41.4K | Buy |
450
+1
| +0.2% | +$92 | 0.02% | 202 |
|
|
2024
Q4 | $37K | Hold |
449
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $40.5K | Hold |
449
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $34.8K | Hold |
449
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $32.2K | Hold |
449
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $31.5K | Buy |
449
+133
| +42% | +$9.33K | 0.01% | 255 |
|
|
2023
Q3 | $20.5K | Hold |
316
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $22.2K | Buy |
+316
| New | +$22.2K | 0.01% | 284 |
|