Phillips Wealth Planners’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 | – | Sell |
-2,361
| Closed | -$212K | – | 194 |
|
|
2025
Q1 | $212K | Buy |
+2,361
| New | +$212K | 0.22% | 164 |
|
|
2024
Q4 | – | Sell |
-2,416
| Closed | -$223K | – | 196 |
|
|
2024
Q3 | $223K | Sell |
2,416
-851
| -26% | -$78.5K | 0.21% | 171 |
|
|
2024
Q2 | $256K | Sell |
3,267
-345
| -10% | -$27.1K | 0.27% | 140 |
|
|
2024
Q1 | $245K | Buy |
3,612
+134
| +4% | +$9.08K | 0.28% | 140 |
|
|
2023
Q4 | $239K | Buy |
3,478
+73
| +2% | +$5.02K | 0.29% | 132 |
|
|
2023
Q3 | $226K | Buy |
3,405
+88
| +3% | +$5.85K | 0.31% | 127 |
|
|
2023
Q2 | $233K | Sell |
3,317
-339
| -9% | -$23.8K | 0.31% | 126 |
|
|
2023
Q1 | $271K | Buy |
3,656
+163
| +5% | +$12.1K | 0.36% | 105 |
|
|
2022
Q4 | $234K | Buy |
+3,493
| New | +$234K | 0.41% | 89 |
|