SPWG
Sage Private Wealth Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,305
| Closed | -$212K | – | 99 |
|
|
2025
Q1 | $212K | Buy |
+2,305
| New | +$212K | 0.16% | 81 |
|
|
2024
Q4 | – | Sell |
-2,305
| Closed | -$208K | – | 98 |
|
|
2024
Q3 | $208K | Buy |
+2,305
| New | +$208K | 0.16% | 87 |
|
|
2024
Q2 | – | Sell |
-2,895
| Closed | -$208K | – | 91 |
|
|
2024
Q1 | $208K | Buy |
+2,895
| New | +$208K | 0.17% | 79 |
|