NWAM LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $942K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $730K | Sell |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $738K | Sell |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $579K | Sell |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $587K | Sell |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $486K | Buy |
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|
2020
Q1 | $503 | Sell |
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|
2019
Q4 | $615K | Sell |
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|
2019
Q3 | $608K | Buy |
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|
2019
Q2 | $544K | Buy |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $431K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $409K | Buy |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q2 | $334K | Sell |
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|
2017
Q1 | $395K | Buy |
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|
2016
Q4 | $325K | Sell |
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|
2016
Q3 | $385K | Buy |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $324K | Sell |
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|
2015
Q3 | $298K | Buy |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $532K | Buy |
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|
2014
Q2 | $334K | Buy |
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