Premier Path Wealth Partners’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 | $339K | Buy |
3,687
+304
| +9% | +$27.9K | 0.05% | 305 |
|
|
2025
Q1 | $311K | Sell |
3,383
-86
| -2% | -$7.91K | 0.05% | 299 |
|
|
2024
Q4 | $286K | Buy |
3,469
+11
| +0.3% | +$906 | 0.04% | 312 |
|
|
2024
Q3 | $312K | Buy |
3,458
+143
| +4% | +$12.9K | 0.05% | 294 |
|
|
2024
Q2 | $257K | Buy |
3,315
+323
| +11% | +$25.1K | 0.04% | 318 |
|
|
2024
Q1 | $214K | Sell |
2,992
-706
| -19% | -$50.4K | 0.04% | 324 |
|
|
2023
Q4 | $259K | Buy |
+3,698
| New | +$259K | 0.06% | 283 |
|