PPWM
PFG Private Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,922
| Closed | -$177K | – | 219 |
|
|
2025
Q1 | $177K | Sell |
1,922
-10
| -0.5% | -$920 | 0.1% | 62 |
|
|
2024
Q4 | $159K | Buy |
1,932
+31
| +2% | +$2.55K | 0.09% | 61 |
|
|
2024
Q3 | $171K | Sell |
1,901
-33
| -2% | -$2.98K | 0.1% | 62 |
|
|
2024
Q2 | $150K | Buy |
1,934
+1
| +0.1% | +$78 | 0.09% | 67 |
|
|
2024
Q1 | $139K | Buy |
1,933
+1,892
| +4,615% | +$136K | 0.09% | 70 |
|
|
2023
Q4 | $2.88K | Sell |
41
-49
| -54% | -$3.44K | ﹤0.01% | 181 |
|
|
2023
Q3 | $5.83K | Sell |
90
-183
| -67% | -$11.8K | ﹤0.01% | 211 |
|
|
2023
Q2 | $19.2K | Buy |
273
+126
| +86% | +$8.85K | 0.01% | 181 |
|
|
2023
Q1 | $10.2K | Buy |
147
+78
| +113% | +$5.43K | 0.01% | 202 |
|
|
2022
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 226 |
|
|
2022
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 218 |
|
|
2022
Q2 | $5K | Buy |
69
+27
| +64% | +$1.96K | ﹤0.01% | 226 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 267 |
|