SWM
Sculati Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
13,965
-565
| -4% | -$51.9K | 0.48% | 62 |
|
|
2025
Q1 | $1.34M | Sell |
14,530
-380
| -3% | -$34.9K | 0.54% | 51 |
|
|
2024
Q4 | $1.23M | Sell |
14,910
-900
| -6% | -$74.1K | 0.49% | 51 |
|
|
2024
Q3 | $1.43M | Sell |
15,810
-450
| -3% | -$40.6K | 0.57% | 48 |
|
|
2024
Q2 | $1.26M | Sell |
16,260
-150
| -0.9% | -$11.6K | 0.54% | 53 |
|
|
2024
Q1 | $1.18M | Sell |
16,410
-2,195
| -12% | -$157K | 0.51% | 55 |
|
|
2023
Q4 | $1.3M | Sell |
18,605
-1,610
| -8% | -$113K | 0.61% | 52 |
|
|
2023
Q3 | $1.31M | Sell |
20,215
-3,110
| -13% | -$201K | 0.67% | 51 |
|
|
2023
Q2 | $1.64M | Sell |
23,325
-2,619
| -10% | -$184K | 0.82% | 42 |
|
|
2023
Q1 | $1.81M | Sell |
25,944
-5,027
| -16% | -$350K | 0.96% | 33 |
|
|
2022
Q4 | $2.21M | Buy |
30,971
+9,023
| +41% | +$644K | 1.24% | 26 |
|
|
2022
Q3 | $1.49M | Buy |
21,948
+4,788
| +28% | +$325K | 0.88% | 40 |
|
|
2022
Q2 | $1.22M | Buy |
17,160
+3,655
| +27% | +$261K | 0.7% | 54 |
|
|
2022
Q1 | $979K | Buy |
13,505
+1,225
| +10% | +$88.8K | 0.48% | 66 |
|
|
2021
Q4 | $842K | Hold |
12,280
| – | – | 0.41% | 73 |
|
|
2021
Q3 | $761K | Hold |
12,280
| – | – | 0.4% | 72 |
|
|
2021
Q2 | $743K | Hold |
12,280
| – | – | 0.39% | 73 |
|
|
2021
Q1 | $763K | Buy |
+12,280
| New | +$763K | 0.44% | 66 |
|