PWM
PBMares Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
3,280
+1
| +0% | +$92 | 0.06% | 146 |
|
|
2025
Q1 | $302K | Buy |
3,279
+5
| +0.2% | +$460 | 0.06% | 147 |
|
|
2024
Q4 | $270K | Buy |
3,274
+1
| +0% | +$82 | 0.06% | 162 |
|
|
2024
Q3 | $295K | Buy |
3,273
+273
| +9% | +$24.6K | 0.06% | 149 |
|
|
2024
Q2 | $233K | Sell |
3,000
-1
| -0% | -$78 | 0.06% | 165 |
|
|
2024
Q1 | $215K | Sell |
3,001
-532
| -15% | -$38.2K | 0.06% | 168 |
|
|
2023
Q4 | $248K | Sell |
3,533
-2,029
| -36% | -$142K | 0.07% | 151 |
|
|
2023
Q3 | $360K | Buy |
5,562
+466
| +9% | +$30.2K | 0.13% | 118 |
|
|
2023
Q2 | $358K | Hold |
5,096
| – | – | 0.13% | 124 |
|
|
2023
Q1 | $355K | Hold |
5,096
| – | – | 0.13% | 122 |
|
|
2022
Q4 | $364K | Hold |
5,096
| – | – | 0.15% | 114 |
|
|
2022
Q3 | $346K | Sell |
5,096
-250
| -5% | -$17K | 0.15% | 114 |
|
|
2022
Q2 | $381K | Buy |
5,346
+20
| +0.4% | +$1.43K | 0.16% | 110 |
|
|
2022
Q1 | $386K | Buy |
5,326
+61
| +1% | +$4.42K | 0.24% | 102 |
|
|
2021
Q4 | $361K | Buy |
+5,265
| New | +$361K | 0.15% | 113 |
|