PWMG
Pinnacle Wealth Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
5,184
-240
| -4% | -$22K | 0.27% | 65 |
|
|
2025
Q1 | $499K | Hold |
5,424
| – | – | 0.35% | 55 |
|
|
2024
Q4 | $447K | Hold |
5,424
| – | – | 0.28% | 66 |
|
|
2024
Q3 | $489K | Hold |
5,424
| – | – | 0.31% | 64 |
|
|
2024
Q2 | $421K | Hold |
5,424
| – | – | 0.28% | 64 |
|
|
2024
Q1 | $389K | Buy |
5,424
+600
| +12% | +$43K | 0.29% | 66 |
|
|
2023
Q4 | $338K | Buy |
4,824
+400
| +9% | +$28K | 0.28% | 71 |
|
|
2023
Q3 | $286K | Sell |
4,424
-150
| -3% | -$9.71K | 0.26% | 76 |
|
|
2023
Q2 | $321K | Sell |
4,574
-90
| -2% | -$6.32K | 0.28% | 70 |
|
|
2023
Q1 | $325K | Sell |
4,664
-200
| -4% | -$13.9K | 0.28% | 76 |
|
|
2022
Q4 | $347K | Sell |
4,864
-750
| -13% | -$53.5K | 0.31% | 70 |
|
|
2022
Q3 | $382K | Hold |
5,614
| – | – | 0.34% | 64 |
|
|
2022
Q2 | $400K | Hold |
5,614
| – | – | 0.33% | 67 |
|
|
2022
Q1 | $407K | Hold |
5,614
| – | – | 0.31% | 75 |
|
|
2021
Q4 | $385K | Sell |
5,614
-200
| -3% | -$13.7K | 0.29% | 79 |
|
|
2021
Q3 | $360K | Sell |
5,814
-600
| -9% | -$37.2K | 0.27% | 87 |
|
|
2021
Q2 | $388K | Buy |
+6,414
| New | +$388K | 0.28% | 92 |
|