Pinnacle Wealth Management Advisory Group’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 | $2.84M | Sell |
30,873
-536
| -2% | -$49.2K | 0.24% | 84 |
|
|
2025
Q1 | $2.89M | Buy |
31,409
+1,139
| +4% | +$105K | 0.27% | 82 |
|
|
2024
Q4 | $2.49M | Buy |
30,270
+313
| +1% | +$25.8K | 0.23% | 83 |
|
|
2024
Q3 | $2.7M | Sell |
29,957
-46
| -0.2% | -$4.15K | 0.26% | 79 |
|
|
2024
Q2 | $2.33M | Buy |
30,003
+428
| +1% | +$33.2K | 0.24% | 86 |
|
|
2024
Q1 | $2.12M | Buy |
29,575
+101
| +0.3% | +$7.25K | 0.23% | 86 |
|
|
2023
Q4 | $2.07M | Sell |
29,474
-301
| -1% | -$21.1K | 0.24% | 84 |
|
|
2023
Q3 | $1.93M | Sell |
29,775
-959
| -3% | -$62.1K | 0.25% | 83 |
|
|
2023
Q2 | $2.16M | Buy |
30,734
+25,189
| +454% | +$1.77M | 0.27% | 81 |
|
|
2023
Q1 | $386K | Buy |
5,545
+947
| +21% | +$65.9K | 0.05% | 204 |
|
|
2022
Q4 | $328K | Buy |
4,598
+554
| +14% | +$39.6K | 0.05% | 214 |
|
|
2022
Q3 | $275K | Buy |
4,044
+728
| +22% | +$49.5K | 0.05% | 218 |
|
|
2022
Q2 | $236K | Buy |
+3,316
| New | +$236K | 0.04% | 257 |
|