PWP
Principle Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Sell |
104,317
-605
| -0.6% | -$55.6K | 0.6% | 36 |
|
|
2025
Q1 | $9.65M | Buy |
104,922
+2,015
| +2% | +$185K | 0.69% | 37 |
|
|
2024
Q4 | $8.47M | Buy |
102,907
+3,829
| +4% | +$315K | 0.59% | 39 |
|
|
2024
Q3 | $8.93M | Sell |
99,078
-293
| -0.3% | -$26.4K | 0.63% | 39 |
|
|
2024
Q2 | $7.71M | Buy |
99,371
+2,320
| +2% | +$180K | 0.59% | 44 |
|
|
2024
Q1 | $6.96M | Buy |
97,051
+4,888
| +5% | +$351K | 0.54% | 48 |
|
|
2023
Q4 | $6.46M | Buy |
92,163
+1,736
| +2% | +$122K | 0.56% | 47 |
|
|
2023
Q3 | $5.85M | Sell |
90,427
-44
| -0% | -$2.85K | 0.59% | 47 |
|
|
2023
Q2 | $6.36M | Sell |
90,471
-703
| -0.8% | -$49.4K | 0.64% | 39 |
|
|
2023
Q1 | $6.34M | Sell |
91,174
-1,297
| -1% | -$90.2K | 0.68% | 39 |
|
|
2022
Q4 | $6.6M | Sell |
92,471
-2,599
| -3% | -$186K | 0.75% | 36 |
|
|
2022
Q3 | $6.47K | Buy |
95,070
+122
| +0.1% | +$8 | 0.61% | 27 |
|
|
2022
Q2 | $6.77M | Sell |
94,948
-3,618
| -4% | -$258K | 0.81% | 25 |
|
|
2022
Q1 | $7.15M | Sell |
98,566
-1,502
| -2% | -$109K | 0.75% | 28 |
|
|
2021
Q4 | $6.86M | Buy |
100,068
+258
| +0.3% | +$17.7K | 0.72% | 24 |
|
|
2021
Q3 | $6.19M | Buy |
99,810
+1,132
| +1% | +$70.1K | 0.71% | 26 |
|
|
2021
Q2 | $5.97M | Buy |
98,678
+1,751
| +2% | +$106K | 0.68% | 29 |
|
|
2021
Q1 | $6.03M | Buy |
96,927
+6,026
| +7% | +$375K | 0.7% | 30 |
|
|
2020
Q4 | $5.58M | Buy |
90,901
+79,524
| +699% | +$4.89M | 0.74% | 29 |
|
|
2020
Q3 | $617K | Sell |
11,377
-130
| -1% | -$7.05K | 0.17% | 70 |
|
|
2020
Q2 | $597K | Hold |
11,507
| – | – | 0.18% | 74 |
|
|
2020
Q1 | $623K | Buy |
11,507
+1,030
| +10% | +$55.8K | 0.23% | 66 |
|
|
2019
Q4 | $667K | Sell |
10,477
-605
| -5% | -$38.5K | 0.21% | 81 |
|
|
2019
Q3 | $685K | Buy |
11,082
+485
| +5% | +$30K | 0.24% | 74 |
|
|
2019
Q2 | $586K | Buy |
10,597
+1,235
| +13% | +$68.3K | 0.3% | 62 |
|
|
2019
Q1 | $484K | Sell |
9,362
-300
| -3% | -$15.5K | 0.28% | 64 |
|
|
2018
Q4 | $424K | Buy |
+9,662
| New | +$424K | 0.36% | 64 |
|