Pacific Wealth Strategies Group’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 | $1.65M | Sell |
17,501
-2,112
| -11% | -$200K | 1.08% | 20 |
|
|
2025
Q1 | $1.8M | Buy |
19,613
+480
| +3% | +$44.1K | 1.34% | 16 |
|
|
2024
Q4 | $1.58M | Buy |
19,133
+846
| +5% | +$69.6K | 1.1% | 22 |
|
|
2024
Q3 | $1.65M | Buy |
18,287
+743
| +4% | +$67K | 1.22% | 22 |
|
|
2024
Q2 | $1.36M | Buy |
17,544
+590
| +3% | +$45.8K | 1.12% | 25 |
|
|
2024
Q1 | $1.22M | Buy |
16,954
+953
| +6% | +$68.4K | 1.01% | 28 |
|
|
2023
Q4 | $1.12M | Sell |
16,001
-305
| -2% | -$21.4K | 1.07% | 28 |
|
|
2023
Q3 | $1.06M | Buy |
16,306
+7,005
| +75% | +$453K | 1.11% | 28 |
|
|
2023
Q2 | $653K | Buy |
9,301
+800
| +9% | +$56.2K | 0.67% | 34 |
|
|
2023
Q1 | $592K | Buy |
8,501
+3,374
| +66% | +$235K | 0.68% | 34 |
|
|
2022
Q4 | $366K | Buy |
+5,127
| New | +$366K | 0.49% | 34 |
|
|
2022
Q2 | – | Sell |
-5,106
| Closed | -$370K | – | 69 |
|
|
2022
Q1 | $370K | Sell |
5,106
-5,162
| -50% | -$374K | 0.16% | 62 |
|
|
2021
Q4 | $704K | Buy |
10,268
+595
| +6% | +$40.8K | 0.25% | 59 |
|
|
2021
Q3 | $599K | Buy |
9,673
+256
| +3% | +$15.9K | 0.22% | 66 |
|
|
2021
Q2 | $570K | Sell |
9,417
-101
| -1% | -$6.11K | 0.22% | 67 |
|
|
2021
Q1 | $592K | Sell |
9,518
-1,269
| -12% | -$78.9K | 0.25% | 66 |
|
|
2020
Q4 | $664K | Sell |
10,787
-1,220
| -10% | -$75.1K | 0.29% | 61 |
|
|
2020
Q3 | $651K | Sell |
12,007
-2,003
| -14% | -$109K | 0.34% | 55 |
|
|
2020
Q2 | $726K | Buy |
14,010
+4,518
| +48% | +$234K | 0.4% | 55 |
|
|
2020
Q1 | $514K | Buy |
9,492
+5,756
| +154% | +$312K | 0.35% | 63 |
|
|
2019
Q4 | $238K | Buy |
3,736
+212
| +6% | +$13.5K | 0.13% | 79 |
|
|
2019
Q3 | $218K | Sell |
3,524
-2,263
| -39% | -$140K | 0.13% | 79 |
|
|
2019
Q2 | $320K | Hold |
5,787
| – | – | 0.2% | 75 |
|
|
2019
Q1 | $299K | Buy |
5,787
+107
| +2% | +$5.53K | 0.19% | 76 |
|
|
2018
Q4 | $249K | Sell |
5,680
-538
| -9% | -$23.6K | 0.18% | 77 |
|
|
2018
Q3 | $271K | Sell |
6,218
-161
| -3% | -$7.02K | 0.17% | 76 |
|
|
2018
Q2 | $295K | Sell |
6,379
-210
| -3% | -$9.71K | 0.2% | 74 |
|
|
2018
Q1 | $294K | Buy |
6,589
+112
| +2% | +$5K | 0.21% | 76 |
|
|
2017
Q4 | $311K | Buy |
6,477
+602
| +10% | +$28.9K | 0.22% | 75 |
|
|
2017
Q3 | $289K | Buy |
5,875
+130
| +2% | +$6.4K | 0.23% | 71 |
|
|
2017
Q2 | $275K | Sell |
5,745
-404
| -7% | -$19.3K | 0.23% | 68 |
|
|
2017
Q1 | $306K | Buy |
6,149
+804
| +15% | +$40K | 0.27% | 66 |
|
|
2016
Q4 | $263K | Buy |
+5,345
| New | +$263K | 0.26% | 63 |
|