Silverlake Wealth Management’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 | $999K | Buy |
10,875
+505
| +5% | +$46.4K | 0.29% | 99 |
|
|
2025
Q1 | $953K | Sell |
10,370
-324
| -3% | -$29.8K | 0.36% | 72 |
|
|
2024
Q4 | $880K | Sell |
10,694
-24
| -0.2% | -$1.98K | 0.34% | 79 |
|
|
2024
Q3 | $967K | Hold |
10,718
| – | – | 0.37% | 72 |
|
|
2024
Q2 | $831K | Sell |
10,718
-546
| -5% | -$42.4K | 0.34% | 75 |
|
|
2024
Q1 | $808K | Buy |
11,264
+612
| +6% | +$43.9K | 0.41% | 61 |
|
|
2023
Q4 | $747K | Sell |
10,652
-231
| -2% | -$16.2K | 0.41% | 62 |
|
|
2023
Q3 | $704K | Sell |
10,883
-255
| -2% | -$16.5K | 0.4% | 67 |
|
|
2023
Q2 | $782K | Sell |
11,138
-40
| -0.4% | -$2.81K | 0.44% | 61 |
|
|
2023
Q1 | $778K | Buy |
11,178
+136
| +1% | +$9.46K | 0.47% | 56 |
|
|
2022
Q4 | $789K | Buy |
11,042
+5
| +0% | +$357 | 0.49% | 54 |
|
|
2022
Q3 | $751K | Sell |
11,037
-399
| -3% | -$27.1K | 0.51% | 53 |
|
|
2022
Q2 | $816K | Buy |
11,436
+5
| +0% | +$357 | 0.53% | 51 |
|
|
2022
Q1 | $829K | Buy |
11,431
+35
| +0.3% | +$2.54K | 0.47% | 60 |
|
|
2021
Q4 | $782K | Buy |
+11,396
| New | +$782K | 0.42% | 61 |
|