Prestige Wealth Management 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 | $23.6K | Buy |
257
+13
| +5% | +$1.19K | ﹤0.01% | 332 |
|
|
2025
Q1 | $22.4K | Buy |
244
+6
| +3% | +$552 | ﹤0.01% | 333 |
|
|
2024
Q4 | $19.6K | Hold |
238
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $21.5K | Hold |
238
| – | – | ﹤0.01% | 333 |
|
|
2024
Q2 | $18.5K | Sell |
238
-117
| -33% | -$9.08K | ﹤0.01% | 317 |
|
|
2024
Q1 | $25.5K | Sell |
355
-190
| -35% | -$13.6K | 0.01% | 320 |
|
|
2023
Q4 | $38.2K | Hold |
545
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $35.3K | Hold |
545
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $38.3K | Sell |
545
-43
| -7% | -$3.02K | 0.01% | 286 |
|
|
2023
Q1 | $40.9K | Hold |
588
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $42K | Hold |
588
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $40K | Sell |
588
-3
| -0.5% | -$204 | 0.01% | 244 |
|
|
2022
Q2 | $42K | Sell |
591
-11
| -2% | -$782 | 0.01% | 252 |
|
|
2022
Q1 | $43K | Sell |
602
-11
| -2% | -$786 | 0.01% | 257 |
|
|
2021
Q4 | $42K | Hold |
613
| – | – | 0.01% | 280 |
|
|
2021
Q3 | $38K | Hold |
613
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $37K | Sell |
613
-1
| -0.2% | -$60 | 0.01% | 275 |
|
|
2021
Q1 | $38K | Buy |
614
+95
| +18% | +$5.88K | 0.01% | 278 |
|
|
2020
Q4 | $32K | Sell |
519
-338
| -39% | -$20.8K | 0.01% | 293 |
|
|
2020
Q3 | $46K | Buy |
857
+25
| +3% | +$1.34K | 0.01% | 259 |
|
|
2020
Q2 | $43K | Buy |
832
+139
| +20% | +$7.18K | 0.02% | 240 |
|
|
2020
Q1 | $38K | Buy |
693
+568
| +454% | +$31.1K | 0.02% | 207 |
|
|
2019
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $8K | Buy |
125
+87
| +229% | +$5.57K | ﹤0.01% | 365 |
|
|
2019
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $2K | Sell |
38
-119
| -76% | -$6.26K | ﹤0.01% | 460 |
|
|
2018
Q4 | $7K | Buy |
+157
| New | +$7K | 0.01% | 521 |
|