Oak Harbor Wealth Partners’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 | $2.46M | Buy |
26,822
+3,835
| +17% | +$352K | 0.67% | 35 |
|
|
2025
Q1 | $2.11M | Buy |
22,987
+4,658
| +25% | +$428K | 0.6% | 37 |
|
|
2024
Q4 | $1.51M | Buy |
18,329
+15
| +0.1% | +$1.24K | 0.44% | 60 |
|
|
2024
Q3 | $1.65M | Sell |
18,314
-1,246
| -6% | -$112K | 0.47% | 57 |
|
|
2024
Q2 | $1.52M | Sell |
19,560
-1,233
| -6% | -$95.6K | 0.48% | 55 |
|
|
2024
Q1 | $1.49M | Buy |
20,793
+19
| +0.1% | +$1.36K | 0.46% | 60 |
|
|
2023
Q4 | $1.46M | Sell |
20,774
-528
| -2% | -$37K | 0.49% | 58 |
|
|
2023
Q3 | $1.38M | Buy |
21,302
+19
| +0.1% | +$1.23K | 0.49% | 60 |
|
|
2023
Q2 | $1.5M | Buy |
21,283
+93
| +0.4% | +$6.53K | 0.51% | 55 |
|
|
2023
Q1 | $1.47M | Sell |
21,190
-260
| -1% | -$18.1K | 0.54% | 55 |
|
|
2022
Q4 | $1.53M | Buy |
21,450
+18
| +0.1% | +$1.29K | 0.58% | 50 |
|
|
2022
Q3 | $1.46M | Buy |
21,432
+15
| +0.1% | +$1.02K | 0.57% | 47 |
|
|
2022
Q2 | $1.53M | Buy |
21,417
+16
| +0.1% | +$1.14K | 0.61% | 47 |
|
|
2022
Q1 | $1.55M | Buy |
21,401
+17
| +0.1% | +$1.23K | 0.51% | 54 |
|
|
2021
Q4 | $1.47M | Buy |
+21,384
| New | +$1.47M | 0.5% | 51 |
|