RDWM
Red Door Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
18,739
+4,066
| +28% | +$373K | 0.21% | 78 |
|
|
2025
Q1 | $1.35M | Buy |
14,673
+664
| +5% | +$61.1K | 0.2% | 77 |
|
|
2024
Q4 | $1.15M | Sell |
14,009
-450
| -3% | -$37K | 0.18% | 84 |
|
|
2024
Q3 | $1.3M | Buy |
14,459
+533
| +4% | +$48.1K | 0.22% | 73 |
|
|
2024
Q2 | $1.08M | Buy |
13,926
+125
| +0.9% | +$9.7K | 0.19% | 77 |
|
|
2024
Q1 | $990K | Sell |
13,801
-87
| -0.6% | -$6.24K | 0.19% | 79 |
|
|
2023
Q4 | $974K | Hold |
13,888
| – | – | 0.21% | 76 |
|
|
2023
Q3 | $899K | Buy |
13,888
+69
| +0.5% | +$4.47K | 0.22% | 73 |
|
|
2023
Q2 | $971K | Buy |
13,819
+94
| +0.7% | +$6.6K | 0.22% | 79 |
|
|
2023
Q1 | $955K | Sell |
13,725
-3,514
| -20% | -$245K | 0.3% | 68 |
|
|
2022
Q4 | $1.23M | Buy |
17,239
+602
| +4% | +$43K | 0.4% | 63 |
|
|
2022
Q3 | $1.13M | Sell |
16,637
-741
| -4% | -$50.4K | 0.43% | 60 |
|
|
2022
Q2 | $1.24M | Sell |
17,378
-422
| -2% | -$30.1K | 0.46% | 59 |
|
|
2022
Q1 | $1.29M | Buy |
17,800
+22
| +0.1% | +$1.59K | 0.43% | 58 |
|
|
2021
Q4 | $1.22M | Buy |
17,778
+162
| +0.9% | +$11.1K | 0.4% | 63 |
|
|
2021
Q3 | $1.09M | Sell |
17,616
-55
| -0.3% | -$3.41K | 0.42% | 61 |
|
|
2021
Q2 | $1.07M | Buy |
17,671
+463
| +3% | +$28K | 0.42% | 59 |
|
|
2021
Q1 | $1.07M | Sell |
17,208
-85
| -0.5% | -$5.28K | 0.55% | 54 |
|
|
2020
Q4 | $1.06M | Sell |
17,293
-162
| -0.9% | -$9.95K | 0.63% | 47 |
|
|
2020
Q3 | $946K | Buy |
17,455
+4
| +0% | +$217 | 0.7% | 44 |
|
|
2020
Q2 | $904K | Sell |
17,451
-3,203
| -16% | -$166K | 0.66% | 44 |
|
|
2020
Q1 | $1.12M | Buy |
20,654
+69
| +0.3% | +$3.74K | 1.06% | 31 |
|
|
2019
Q4 | $1.34M | Buy |
+20,585
| New | +$1.34M | 1.19% | 28 |
|