QWP
Quotient Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
3,960
+282
| +8% | +$25.9K | 0.01% | 238 |
|
|
2025
Q1 | $338K | Buy |
3,678
+140
| +4% | +$12.9K | 0.01% | 233 |
|
|
2024
Q4 | $291K | Buy |
3,538
+78
| +2% | +$6.42K | 0.01% | 251 |
|
|
2024
Q3 | $312K | Buy |
3,460
+219
| +7% | +$19.7K | 0.01% | 245 |
|
|
2024
Q2 | $251K | Buy |
3,241
+396
| +14% | +$30.7K | 0.01% | 266 |
|
|
2024
Q1 | $204K | Buy |
+2,845
| New | +$204K | 0.01% | 289 |
|