PWM
Palumbo Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
4,290
+29
| +0.7% | +$2.66K | 0.12% | 124 |
|
|
2025
Q1 | $392K | Buy |
4,261
+351
| +9% | +$32.3K | 0.13% | 109 |
|
|
2024
Q4 | $322K | Buy |
3,910
+29
| +0.7% | +$2.39K | 0.12% | 118 |
|
|
2024
Q3 | $350K | Buy |
3,881
+377
| +11% | +$34K | 0.14% | 108 |
|
|
2024
Q2 | $272K | Sell |
3,504
-42
| -1% | -$3.26K | 0.11% | 111 |
|
|
2024
Q1 | $254K | Sell |
3,546
-163
| -4% | -$11.7K | 0.11% | 113 |
|
|
2023
Q4 | $260K | Sell |
3,709
-17
| -0.5% | -$1.19K | 0.13% | 107 |
|
|
2023
Q3 | $241K | Sell |
3,726
-5
| -0.1% | -$324 | 0.13% | 105 |
|
|
2023
Q2 | $262K | Sell |
3,731
-8,653
| -70% | -$608K | 0.16% | 90 |
|
|
2023
Q1 | $862K | Sell |
12,384
-774
| -6% | -$53.9K | 0.57% | 42 |
|
|
2022
Q4 | $940K | Buy |
13,158
+559
| +4% | +$39.9K | 0.75% | 33 |
|
|
2022
Q3 | $857K | Buy |
12,599
+328
| +3% | +$22.3K | 0.73% | 32 |
|
|
2022
Q2 | $875K | Buy |
12,271
+682
| +6% | +$48.6K | 0.69% | 32 |
|
|
2022
Q1 | $840K | Buy |
11,589
+233
| +2% | +$16.9K | 0.54% | 48 |
|
|
2021
Q4 | $779K | Buy |
11,356
+539
| +5% | +$37K | 0.49% | 49 |
|
|
2021
Q3 | $670K | Sell |
10,817
-1,187
| -10% | -$73.5K | 0.44% | 52 |
|
|
2021
Q2 | $726K | Buy |
12,004
+972
| +9% | +$58.8K | 0.49% | 53 |
|
|
2021
Q1 | $686K | Buy |
11,032
+997
| +10% | +$62K | 0.52% | 52 |
|
|
2020
Q4 | $616K | Buy |
+10,035
| New | +$616K | 0.5% | 49 |
|