Perigon Wealth Management’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 | $2.36M | Buy |
25,747
+190
| +0.7% | +$17.4K | 0.06% | 305 |
|
|
2025
Q1 | $2.35M | Buy |
25,557
+301
| +1% | +$27.7K | 0.06% | 280 |
|
|
2024
Q4 | $2.12M | Sell |
25,256
-462
| -2% | -$38.8K | 0.05% | 301 |
|
|
2024
Q3 | $2.32M | Buy |
25,718
+151
| +0.6% | +$13.6K | 0.06% | 262 |
|
|
2024
Q2 | $1.98M | Buy |
25,567
+933
| +4% | +$72.4K | 0.06% | 254 |
|
|
2024
Q1 | $1.77M | Buy |
24,634
+2,174
| +10% | +$156K | 0.05% | 270 |
|
|
2023
Q4 | $1.57M | Buy |
22,460
+11,152
| +99% | +$782K | 0.05% | 262 |
|
|
2023
Q3 | $732K | Sell |
11,308
-4,157
| -27% | -$269K | 0.03% | 366 |
|
|
2023
Q2 | $1.09M | Buy |
15,465
+1,546
| +11% | +$109K | 0.04% | 306 |
|
|
2023
Q1 | $969K | Buy |
13,919
+523
| +4% | +$36.4K | 0.06% | 275 |
|
|
2022
Q4 | $957K | Buy |
13,396
+1,708
| +15% | +$122K | 0.06% | 273 |
|
|
2022
Q3 | $795K | Buy |
11,688
+1,334
| +13% | +$90.7K | 0.07% | 238 |
|
|
2022
Q2 | $738K | Buy |
10,354
+2,026
| +24% | +$144K | 0.06% | 257 |
|
|
2022
Q1 | $604K | Buy |
8,328
+349
| +4% | +$25.3K | 0.04% | 316 |
|
|
2021
Q4 | $547K | Buy |
7,979
+3,854
| +93% | +$264K | 0.04% | 324 |
|
|
2021
Q3 | $256K | Sell |
4,125
-1,708
| -29% | -$106K | 0.02% | 445 |
|
|
2021
Q2 | $353K | Sell |
5,833
-534
| -8% | -$32.3K | 0.03% | 361 |
|
|
2021
Q1 | $396K | Buy |
6,367
+782
| +14% | +$48.6K | 0.04% | 333 |
|
|
2020
Q4 | $343K | Buy |
5,585
+434
| +8% | +$26.7K | 0.04% | 310 |
|
|
2020
Q3 | $279K | Buy |
5,151
+88
| +2% | +$4.77K | 0.04% | 305 |
|
|
2020
Q2 | $263K | Sell |
5,063
-472
| -9% | -$24.5K | 0.04% | 288 |
|
|
2020
Q1 | $334K | Buy |
+5,535
| New | +$334K | 0.06% | 222 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$22K | – | 539 |
|
|
2018
Q1 | $22K | Hold |
500
| – | – | 0.01% | 426 |
|
|
2017
Q4 | $24K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2017
Q3 | $25K | Hold |
500
| – | – | 0.01% | 421 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | 0.01% | 436 |
|
|
2017
Q1 | $25K | Hold |
500
| – | – | 0.01% | 451 |
|
|
2016
Q4 | $25K | Hold |
500
| – | – | 0.01% | 434 |
|
|
2016
Q3 | $26K | Hold |
500
| – | – | 0.01% | 375 |
|
|
2016
Q2 | $27K | Hold |
500
| – | – | 0.01% | 317 |
|
|
2016
Q1 | $26K | Buy |
+500
| New | +$26K | 0.01% | 221 |
|