Seven Springs Wealth Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
2,474
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $227K | Hold |
2,474
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $204K | Buy |
+2,474
| New | +$204K | 0.08% | 75 |
|
|
2021
Q2 | – | Sell |
-525
| Closed | -$33K | – | 131 |
|
|
2021
Q1 | $33K | Hold |
525
| – | – | 0.02% | 90 |
|
|
2020
Q4 | $32K | Hold |
525
| – | – | 0.02% | 89 |
|
|
2020
Q3 | $28K | Hold |
525
| – | – | 0.02% | 87 |
|
|
2020
Q2 | $27K | Hold |
525
| – | – | 0.02% | 83 |
|
|
2020
Q1 | $28K | Sell |
525
-100
| -16% | -$5.33K | 0.02% | 81 |
|
|
2019
Q4 | $40K | Buy |
+625
| New | +$40K | 0.03% | 98 |
|