QPWM
Quadrant Private Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
3,231
+60
| +2% | +$5.51K | 0.06% | 194 |
|
|
2025
Q1 | $292K | Sell |
3,171
-231
| -7% | -$21.2K | 0.07% | 184 |
|
|
2024
Q4 | $280K | Buy |
3,402
+170
| +5% | +$14K | 0.07% | 199 |
|
|
2024
Q3 | $291K | Sell |
3,232
-191
| -6% | -$17.2K | 0.07% | 189 |
|
|
2024
Q2 | $266K | Buy |
3,423
+299
| +10% | +$23.2K | 0.06% | 199 |
|
|
2024
Q1 | $224K | Buy |
3,124
+4
| +0.1% | +$287 | 0.06% | 210 |
|
|
2023
Q4 | $219K | Buy |
+3,120
| New | +$219K | 0.06% | 207 |
|