Private 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 | $19.4K | Sell |
211
-53
| -20% | -$4.87K | 0.01% | 312 |
|
|
2025
Q1 | $24.3K | Buy |
264
+84
| +47% | +$7.72K | 0.01% | 259 |
|
|
2024
Q4 | $14.8K | Buy |
180
+20
| +13% | +$1.65K | 0.01% | 381 |
|
|
2024
Q3 | $14.4K | Hold |
160
| – | – | 0.01% | 362 |
|
|
2024
Q2 | $12.4K | Hold |
160
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $11.5K | Hold |
160
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $11.2K | Buy |
+160
| New | +$11.2K | 0.01% | 383 |
|