Pinnacle Wealth Planning Services’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 | $686K | Buy |
7,468
+1,566
| +27% | +$144K | 0.09% | 137 |
|
|
2025
Q1 | $543K | Buy |
5,902
+35
| +0.6% | +$3.22K | 0.08% | 152 |
|
|
2024
Q4 | $483K | Sell |
5,867
-2,068
| -26% | -$170K | 0.07% | 162 |
|
|
2024
Q3 | $716K | Sell |
7,935
-192
| -2% | -$17.3K | 0.1% | 130 |
|
|
2024
Q2 | $630K | Buy |
8,127
+21
| +0.3% | +$1.63K | 0.09% | 142 |
|
|
2024
Q1 | $582K | Buy |
8,106
+231
| +3% | +$16.6K | 0.09% | 157 |
|
|
2023
Q4 | $552K | Sell |
7,875
-164
| -2% | -$11.5K | 0.09% | 159 |
|
|
2023
Q3 | $520K | Sell |
8,039
-8
| -0.1% | -$518 | 0.09% | 151 |
|
|
2023
Q2 | $565K | Sell |
8,047
-133
| -2% | -$9.34K | 0.09% | 147 |
|
|
2023
Q1 | $569K | Buy |
8,180
+926
| +13% | +$64.4K | 0.09% | 152 |
|
|
2022
Q4 | $518K | Sell |
7,254
-883
| -11% | -$63.1K | 0.09% | 157 |
|
|
2022
Q3 | $553K | Buy |
8,137
+203
| +3% | +$13.8K | 0.1% | 129 |
|
|
2022
Q2 | $566K | Buy |
7,934
+85
| +1% | +$6.06K | 0.1% | 137 |
|
|
2022
Q1 | $569K | Buy |
7,849
+1,098
| +16% | +$79.6K | 0.1% | 153 |
|
|
2021
Q4 | $463K | Buy |
6,751
+96
| +1% | +$6.58K | 0.09% | 162 |
|
|
2021
Q3 | $412K | Buy |
6,655
+715
| +12% | +$44.3K | 0.09% | 175 |
|
|
2021
Q2 | $360K | Buy |
5,940
+19
| +0.3% | +$1.15K | 0.08% | 193 |
|
|
2021
Q1 | $368K | Buy |
5,921
+440
| +8% | +$27.3K | 0.09% | 178 |
|
|
2020
Q4 | $337K | Buy |
5,481
+351
| +7% | +$21.6K | 0.08% | 173 |
|
|
2020
Q3 | $278K | Buy |
5,130
+628
| +14% | +$34K | 0.09% | 176 |
|
|
2020
Q2 | $233K | Sell |
4,502
-1,977
| -31% | -$102K | 0.08% | 194 |
|
|
2020
Q1 | $350K | Buy |
6,479
+1,277
| +25% | +$69K | 0.17% | 119 |
|
|
2019
Q4 | $331K | Buy |
5,202
+718
| +16% | +$45.7K | 0.16% | 138 |
|
|
2019
Q3 | $276K | Buy |
+4,484
| New | +$276K | 0.15% | 130 |
|