SSWM
Sheets Smith Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
13,272
+45
| +0.3% | +$4.13K | 0.14% | 139 |
|
|
2025
Q1 | $1.22M | Sell |
13,227
-495
| -4% | -$45.5K | 0.15% | 131 |
|
|
2024
Q4 | $1.13M | Buy |
13,722
+50
| +0.4% | +$4.12K | 0.14% | 142 |
|
|
2024
Q3 | $1.23M | Sell |
13,672
-117
| -0.8% | -$10.6K | 0.15% | 135 |
|
|
2024
Q2 | $1.07M | Sell |
13,789
-652
| -5% | -$50.6K | 0.13% | 156 |
|
|
2024
Q1 | $1.04M | Buy |
14,441
+82
| +0.6% | +$5.88K | 0.12% | 160 |
|
|
2023
Q4 | $1.01M | Sell |
14,359
-684
| -5% | -$48K | 0.14% | 140 |
|
|
2023
Q3 | $974K | Buy |
15,043
+303
| +2% | +$19.6K | 0.15% | 139 |
|
|
2023
Q2 | $1.04M | Sell |
14,740
-176
| -1% | -$12.4K | 0.15% | 136 |
|
|
2023
Q1 | $1.04M | Sell |
14,916
-649
| -4% | -$45.2K | 0.16% | 129 |
|
|
2022
Q4 | $1.11M | Buy |
15,565
+532
| +4% | +$38K | 0.17% | 121 |
|
|
2022
Q3 | $1.02M | Sell |
15,033
-402
| -3% | -$27.3K | 0.17% | 123 |
|
|
2022
Q2 | $1.1M | Sell |
15,435
-3,270
| -17% | -$233K | 0.18% | 116 |
|
|
2022
Q1 | $1.36M | Sell |
18,705
-968
| -5% | -$70.2K | 0.19% | 118 |
|
|
2021
Q4 | $1.35M | Buy |
19,673
+26
| +0.1% | +$1.78K | 0.17% | 126 |
|
|
2021
Q3 | $1.22M | Sell |
19,647
-861
| -4% | -$53.4K | 0.17% | 132 |
|
|
2021
Q2 | $1.24M | Sell |
20,508
-267
| -1% | -$16.2K | 0.17% | 132 |
|
|
2021
Q1 | $1.29M | Buy |
20,775
+153
| +0.7% | +$9.51K | 0.19% | 121 |
|
|
2020
Q4 | $1.27M | Sell |
20,622
-802
| -4% | -$49.3K | 0.19% | 117 |
|
|
2020
Q3 | $1.16M | Buy |
21,424
+875
| +4% | +$47.5K | 0.2% | 107 |
|
|
2020
Q2 | $1.07M | Buy |
20,549
+2,564
| +14% | +$133K | 0.21% | 102 |
|
|
2020
Q1 | $974K | Sell |
17,985
-2,774
| -13% | -$150K | 0.2% | 113 |
|
|
2019
Q4 | $1.32M | Buy |
20,759
+130
| +0.6% | +$8.28K | 0.25% | 100 |
|
|
2019
Q3 | $1.27M | Buy |
20,629
+137
| +0.7% | +$8.46K | 0.26% | 101 |
|
|
2019
Q2 | $1.13M | Buy |
20,492
+78
| +0.4% | +$4.31K | 0.23% | 111 |
|
|
2019
Q1 | $1.06M | Buy |
20,414
+242
| +1% | +$12.5K | 0.23% | 111 |
|
|
2018
Q4 | $886K | Buy |
20,172
+1,642
| +9% | +$72.1K | 0.24% | 107 |
|
|
2018
Q3 | $808K | Buy |
18,530
+230
| +1% | +$10K | 0.17% | 152 |
|
|
2018
Q2 | $847K | Buy |
18,300
+2,064
| +13% | +$95.5K | 0.2% | 126 |
|
|
2018
Q1 | $725K | Buy |
16,236
+3,256
| +25% | +$145K | 0.17% | 147 |
|
|
2017
Q4 | $624K | Buy |
12,980
+205
| +2% | +$9.86K | 0.15% | 172 |
|
|
2017
Q3 | $628K | Buy |
12,775
+992
| +8% | +$48.8K | 0.16% | 164 |
|
|
2017
Q2 | $564K | Buy |
11,783
+133
| +1% | +$6.37K | 0.15% | 161 |
|
|
2017
Q1 | $580K | Buy |
11,650
+128
| +1% | +$6.37K | 0.15% | 167 |
|
|
2016
Q4 | $567K | Buy |
11,522
+617
| +6% | +$30.4K | 0.16% | 172 |
|
|
2016
Q3 | $559K | Sell |
10,905
-106
| -1% | -$5.43K | 0.16% | 169 |
|
|
2016
Q2 | $591K | Sell |
11,011
-399
| -3% | -$21.4K | 0.17% | 168 |
|
|
2016
Q1 | $590K | Sell |
11,410
-572
| -5% | -$29.6K | 0.18% | 143 |
|
|
2015
Q4 | $561K | Sell |
11,982
-1,468
| -11% | -$68.7K | 0.17% | 146 |
|
|
2015
Q3 | $601K | Buy |
13,450
+783
| +6% | +$35K | 0.2% | 126 |
|
|
2015
Q2 | $531K | Buy |
12,667
+424
| +3% | +$17.8K | 0.15% | 162 |
|
|
2015
Q1 | $542K | Buy |
12,243
+26
| +0.2% | +$1.15K | 0.15% | 162 |
|
|
2014
Q4 | $600K | Buy |
12,217
+313
| +3% | +$15.4K | 0.16% | 166 |
|
|
2014
Q3 | $520K | Buy |
11,904
+588
| +5% | +$25.7K | 0.14% | 167 |
|
|
2014
Q2 | $514K | Buy |
11,316
+412
| +4% | +$18.7K | 0.14% | 177 |
|
|
2014
Q1 | $479K | Buy |
10,904
+1,629
| +18% | +$71.6K | 0.13% | 178 |
|
|
2013
Q4 | $381K | Buy |
9,275
+298
| +3% | +$12.2K | 0.11% | 197 |
|
|
2013
Q3 | $370K | Buy |
+8,977
| New | +$370K | 0.12% | 185 |
|