SWM
SeaCrest Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
12,012
-4,925
| -29% | -$452K | 0.12% | 164 |
|
|
2025
Q1 | $1.56M | Sell |
16,937
-149
| -0.9% | -$13.7K | 0.18% | 109 |
|
|
2024
Q4 | $1.41M | Buy |
17,086
+628
| +4% | +$51.7K | 0.15% | 129 |
|
|
2024
Q3 | $1.48M | Sell |
16,458
-385
| -2% | -$34.7K | 0.16% | 124 |
|
|
2024
Q2 | $1.31M | Buy |
16,843
+69
| +0.4% | +$5.35K | 0.15% | 129 |
|
|
2024
Q1 | $1.2M | Sell |
16,774
-3,312
| -16% | -$238K | 0.15% | 148 |
|
|
2023
Q4 | $1.44M | Buy |
20,086
+402
| +2% | +$28.8K | 0.18% | 118 |
|
|
2023
Q3 | $1.27M | Buy |
19,684
+438
| +2% | +$28.3K | 0.17% | 121 |
|
|
2023
Q2 | $1.35M | Buy |
19,246
+419
| +2% | +$29.4K | 0.17% | 123 |
|
|
2023
Q1 | $1.31M | Buy |
18,827
+3,023
| +19% | +$210K | 0.18% | 124 |
|
|
2022
Q4 | $1.13M | Sell |
15,804
-5,707
| -27% | -$408K | 0.16% | 144 |
|
|
2022
Q3 | $1.46M | Buy |
21,511
+526
| +3% | +$35.8K | 0.22% | 89 |
|
|
2022
Q2 | $1.5M | Buy |
20,985
+1,502
| +8% | +$107K | 0.19% | 98 |
|
|
2022
Q1 | $1.41M | Buy |
19,483
+193
| +1% | +$14K | 0.16% | 131 |
|
|
2021
Q4 | $1.32M | Buy |
19,290
+601
| +3% | +$41.2K | 0.15% | 142 |
|
|
2021
Q3 | $1.16M | Buy |
18,689
+90
| +0.5% | +$5.58K | 0.14% | 156 |
|
|
2021
Q2 | $1.13M | Sell |
18,599
-245
| -1% | -$14.8K | 0.14% | 162 |
|
|
2021
Q1 | $1.17M | Buy |
18,844
+1,014
| +6% | +$63K | 0.16% | 141 |
|
|
2020
Q4 | $1.1M | Sell |
17,830
-1,071
| -6% | -$65.8K | 0.15% | 142 |
|
|
2020
Q3 | $1.03M | Sell |
18,901
-773
| -4% | -$41.9K | 0.16% | 129 |
|
|
2020
Q2 | $1.02M | Buy |
19,674
+2,904
| +17% | +$151K | 0.18% | 118 |
|
|
2020
Q1 | $908K | Sell |
16,770
-269
| -2% | -$14.6K | 0.2% | 111 |
|
|
2019
Q4 | $1.09M | Buy |
17,039
+1,033
| +6% | +$65.8K | 0.18% | 132 |
|
|
2019
Q3 | $989K | Buy |
16,006
+1,171
| +8% | +$72.4K | 0.19% | 139 |
|
|
2019
Q2 | $820K | Buy |
14,835
+1
| +0% | +$55 | 0.17% | 145 |
|
|
2019
Q1 | $767K | Sell |
14,834
-549
| -4% | -$28.4K | 0.13% | 156 |
|
|
2018
Q4 | $676K | Sell |
15,383
-963
| -6% | -$42.3K | 0.14% | 162 |
|
|
2018
Q3 | $713K | Buy |
16,346
+659
| +4% | +$28.7K | 0.12% | 174 |
|
|
2018
Q2 | $726K | Buy |
15,687
+141
| +0.9% | +$6.53K | 0.13% | 160 |
|
|
2018
Q1 | $694K | Buy |
15,546
+1,330
| +9% | +$59.4K | 0.13% | 165 |
|
|
2017
Q4 | $684K | Buy |
+14,216
| New | +$684K | 0.13% | 166 |
|