SWMG
Signature Wealth Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
121,009
-651
| -0.5% | -$59.8K | 4.38% | 1 |
|
|
2025
Q1 | $11.2M | Buy |
121,660
+1,586
| +1% | +$146K | 4.36% | 1 |
|
|
2024
Q4 | $9.88M | Sell |
120,074
-4,249
| -3% | -$350K | 3.97% | 1 |
|
|
2024
Q3 | $11.2M | Sell |
124,323
-42
| -0% | -$3.79K | 4.5% | 1 |
|
|
2024
Q2 | $9.65M | Buy |
124,365
+3,094
| +3% | +$240K | 4.22% | 1 |
|
|
2024
Q1 | $8.75M | Buy |
121,271
+1,148
| +1% | +$82.8K | 3.98% | 1 |
|
|
2023
Q4 | $8.42M | Buy |
+120,123
| New | +$8.42M | 3.89% | 2 |
|
|
2023
Q2 | $8.26M | Sell |
117,604
-1,441
| -1% | -$101K | 3.85% | 1 |
|
|
2023
Q1 | $8.28M | Buy |
119,045
+382
| +0.3% | +$26.6K | 3.93% | 1 |
|
|
2022
Q4 | $8.47M | Buy |
118,663
+606
| +0.5% | +$43.3K | 4.14% | 1 |
|
|
2022
Q3 | $8.03M | Sell |
118,057
-2,986
| -2% | -$203K | 4.08% | 1 |
|
|
2022
Q2 | $8.63M | Sell |
121,043
-4,262
| -3% | -$304K | 4.2% | 1 |
|
|
2022
Q1 | $9.09M | Buy |
125,305
+5,429
| +5% | +$394K | 4.09% | 1 |
|
|
2021
Q4 | $8.22M | Buy |
119,876
+5,238
| +5% | +$359K | 4.15% | 1 |
|
|
2021
Q3 | $7.1M | Sell |
114,638
-1,907
| -2% | -$118K | 3.95% | 1 |
|
|
2021
Q2 | $7.05M | Buy |
116,545
+14,510
| +14% | +$878K | 3.93% | 1 |
|
|
2021
Q1 | $6.34M | Sell |
102,035
-735
| -0.7% | -$45.7K | 3.73% | 1 |
|
|
2020
Q4 | $6.31M | Buy |
102,770
+551
| +0.5% | +$33.8K | 3.98% | 1 |
|
|
2020
Q3 | $5.54M | Buy |
102,219
+268
| +0.3% | +$14.5K | 3.99% | 1 |
|
|
2020
Q2 | $5.29M | Buy |
101,951
+2,271
| +2% | +$118K | 4.04% | 2 |
|
|
2020
Q1 | $5.4M | Sell |
99,680
-4,471
| -4% | -$242K | 4.74% | 1 |
|
|
2019
Q4 | $6.63M | Buy |
104,151
+311
| +0.3% | +$19.8K | 4.19% | 1 |
|
|
2019
Q3 | $6.41M | Sell |
103,840
-859
| -0.8% | -$53.1K | 4.25% | 1 |
|
|
2019
Q2 | $5.9M | Buy |
104,699
+977
| +0.9% | +$55.1K | 3.94% | 1 |
|
|
2019
Q1 | $5.36M | Sell |
103,722
-1,284
| -1% | -$66.4K | 3.75% | 1 |
|
|
2018
Q4 | $4.61M | Sell |
105,006
-3,181
| -3% | -$140K | 3.58% | 1 |
|
|
2018
Q3 | $4.97M | Sell |
108,187
-94,221
| -47% | -$4.32M | 3.68% | 1 |
|
|
2018
Q2 | $9.37M | Sell |
202,408
-17,278
| -8% | -$800K | 6.94% | 1 |
|
|
2018
Q1 | $9.81M | Sell |
219,686
-1,273
| -0.6% | -$56.9K | 7.57% | 1 |
|
|
2017
Q4 | $10.6M | Buy |
+220,959
| New | +$10.6M | 7.79% | 1 |
|